Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Upcoming Events
June 15, 2022
5:30p - 8:00p
Glastonbury Boathouse
Glastonbury Boathouse
Please join us for a night of appreciation with dinner, music, and cocktails!
June 16, 2022
12:00p - 12:45p
Webinar
Monthly Money Matters: Retirement Readiness
Getting ready for retirement is about more than just money.
July 21, 2022
12:00p - 12:45p
Webinar
Monthly Money Matters: Asset Allocation
Eric will cover how to properly allocate a portfolio based on risk tolerance. He will cover diversification, risk, volatility, tax implications, and more.
August 18, 2022
12:00p - 12:45p
Webinar
Monthly Money Matters: Retirement Risks
Why is addressing retirement risks so critical? The same financial risks you might face today may have a greater impact during retirement. It is important to consider the risks you may face in retirement and understand how each risk can affect your retirement funding strategy.
Past Events
May 19, 2022
12:00p - 12:45p
Webinar
Monthly Money Matters: Common Money Mistakes
We'll discuss 52 common money mistakes (one for each week of the year!) and how to avoid them.
May 12, 2022
5:30p - 9:00p
J Restaurant | Bar
Nurses Appreciation Night
Enjoy hors d'oeuvres and a drink on us as a thank-you for all you do
April 12, 2022
5:30p - 7:00p
Barcelona Wine Bar
Your Money Matters
Maximizing & Protecting the Value of Your Biggest Investments.