Events

As you approach the home stretch on your way to retirement, you want to make sure you don’t stumble and fall. During this complimentary presentation we’ll discuss

· Seven important things you should do before retirement

· How to identify potential hurdles

Look beyond the dollars and cents of traditional retirement planning. Join us for an eye-opening look at what life might look like after work and develop a more personal and creative approach to everyday life in retirement.

Learn why Presidents have historically had less impact on markets than people tend to believe.

Join us for a presentation analyzing the recent pivotal presidential election and what the impact of control of Congress and the White House will potentially be for investors and the markets. Scott will bring insights gained directly from conversations with Members of Congress and key Washington insiders to give a non-partisan view of what to expect in 2025 and beyond.

This past year has resulted in some of the most significantchanges to the college planning process in decades.

· Admissiontrends have changed around how colleges admit students

· Schoolshave made ACT/SAT optional, but not necessarily when they award scholarships, and somecolleges are going back to requiring standardized tests

· The numberof schools on the “more selective” list continues to grow

· Substantialchanges to the FAFSA and financial aid may make college more expensive

Join us as national college expert, Cozy Wittman from College Inside Track presents on learning how these changes may impact your family, and new strategies to consider to give your student the best opportunity to be admitted and maximize scholarships and financial aid.

If you are the parent of a high school student in grades 9-11,this is incredibly important info you will not want to miss.

In this presentation we’ll discusstrends, challenges, and unique statistics related to the LGBTQ+ community. Wewill also go over aspects of investing as well as actionable items you can takeaway to improve your financial future.

The presentation will include:

· LGBTQ+ numbers that matter

· Challenges facing the LGBTQ+ community

· Investing beyond the headlines

· Building your foundation for wealth and well-being

Let’s talk Medicare. Join Evan Markley for this educational webinar where he’ll discuss:

• Medicare basics

• Medicare coverage and costs

• Medicare drug coverage:Part D

• The differences between Original Medicare and Medicare Advantage

• Medicare coordination benefit rules

As investors near retirement, readinessplanning can seem daunting. It’s important to ask the right questions to makesound decisions. This presentation is designed answer common questions and helpinvestors begin building a solid foundation for retirement readiness.

To meet the critical need for blood donations in our community, our office is partnering with the American Red Cross, and the Simsbury Public Library to co-sponsor a blood drive on Tuesday March 26th from 1-6pm.