Join us for a live financial retirement workshop.
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
More events for 2026 are coming soon. Please check back for upcoming workshops.
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September 15
Estate & Tax Planning Workshop: A Comprehensive Overview
El Santo
970 Farmington Ave
West Hartford, CT 06107 United States
6:30 pm
970 Farmington Ave
West Hartford, CT 06107 United States
6:30 pm
September 16
Tax Strategies: Maintain More of Your Own Money
Connecticut Valley Brewing Company
765 Sullivan Ave
South Windsor, CT 06074 United States
6:30 pm
765 Sullivan Ave
South Windsor, CT 06074 United States
6:30 pm
September 24
Tax Strategies: Maintain More of Your Own Money
Chamard Vineyards Bistro
115 Cow Hill Rd
Clinton, CT 06413 United States
6:30 pm
115 Cow Hill Rd
Clinton, CT 06413 United States
6:30 pm
September 29
Tax Strategies: Maintain More of Your Own Money
Eli’s Branford
624 W Main St
Branford, CT 06405 United States
6:30 pm
624 W Main St
Branford, CT 06405 United States
6:30 pm
September 29
Estate & Tax Planning Workshop: A Comprehensive Overview
At The Rooftop
220 Albany Turnpike
Canton, CT 06019 United States
6:30 pm
220 Albany Turnpike
Canton, CT 06019 United States
6:30 pm
October 6
Tax Strategies: Maintain More of Your Own Money
Mindset Winery & Lounge
310 W Queen St
Southington, CT 06489 United States
6:30 pm
310 W Queen St
Southington, CT 06489 United States
6:30 pm
October 7
Estate & Tax Planning Workshop: A Comprehensive Overview
Woodbury Public Library
269 Main St S
Woodbury, 06798 United States
6:00 pm
269 Main St S
Woodbury, 06798 United States
6:00 pm
October 13
Tax Strategies: Maintain More of Your Own Money
Simsbury Library
725 Hopmeadow St
Simsbury, CT 06070 United States
6:30 pm
725 Hopmeadow St
Simsbury, CT 06070 United States
6:30 pm
October 14
Wine, Wisdom & What’s Next: Exclusive Retirement Workshop for Women
Sip Wine Bar
85 Main St
Old Saybrook, CT 06475 United States
6:30 pm
85 Main St
Old Saybrook, CT 06475 United States
6:30 pm
October 15
Tax Strategies: Maintain More of Your Own Money
Bethel Library
189 Greenwood Ave
Bethel, CT 06801 United States
6:30 pm
189 Greenwood Ave
Bethel, CT 06801 United States
6:30 pm
October 27
Tax Strategies: Maintain More of Your Own Money
Cassidy Hill Vineyards
454 Cassidy Hill Rd
Coventry, CT 06238 United States
6:30 pm
454 Cassidy Hill Rd
Coventry, CT 06238 United States
6:30 pm
November 5
Tax Strategies: Maintain More of Your Own Money
Leon Restaurant & Bar
45 Raymond Rd
West Hartford, CT 06107 United States
6:30 pm
45 Raymond Rd
West Hartford, CT 06107 United States
6:30 pm
November 19
Your Retirement, Your Rules: Making the Most of Social Security
Tolland Library
21 Tolland Grn
Tolland, CT 06084 United States
6:00 pm
21 Tolland Grn
Tolland, CT 06084 United States
6:00 pm
Suggest an Event
Have an idea for a topic you would like for us to discuss in a future event? Please, fill out the form below and let us know. We would love to hear your thoughts!
You Deserve More
Retire with clarity and confidence
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Avoid paying unnecessary taxes
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Build a plan that adapts with your life
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Stop guessing and start living