Events

Please join us for an educational evening about the facts and myths surrounding your social security. This event is available in person and virtually.

Family and guests you think may benefit from meeting our team are welcome!

Space is limited. To RSVP, please call us at 860-313-1313 or email us at SteppingStoneWealth@ampf.com by Tuesday, September 26th, and let us know the number of guests you would like to invite and if you would like to join in person or virtually.

Online stream of the speaker's audio and presentation deck is from 6:30 PM ET to 7:30 PM ET.

• Whether Social Security can provide the income you need when you retire
• How to make the most of your Social Security benefits
• Sources of retirement income beyond Social Security

The global pandemic showed how health issues can impact markets and economies. Have you considered how your health may affect your money? Join this webinar to learn more about:

• Key health discussions and decisions
• How a little preparation goes a long way
• How your advisor can help

• Look at ways to make the most of your income. For example, we'll discuss how to maximize your workplace benefits.
• Live the life you want today—and in the future—by understanding the basics of developing a smart investment plan.
• Maintain financial balance by being prepared for risks and unexpected events; we'll outline what types of insurance may make sense for you.
• Create a meaningful legacy today. For example, we'll identify the most important documents you should have in order.

When we become a caregiver, it often happens without warning, guidance or support. This session provides deeply meaningful ways to connect with family and loved ones when they are forced into the stressful role of a becoming a caregiver. In this presentation we will cover:

• Resources for you to share to make a meaningful difference in their lives
• Understanding what is really needed in these circumstances
• Preparing for the future

The tools and resources in this presentation will enable you to be the very best version of yourself as a caregiver.

Presented by Liz Flint, Business Development Consultant, MFS

Please call: 1-844-621-3956 Meeting Number (Access Code): 2483 037 2554#

Click here to join the WebEx

Password: Seminar1!

Please plan to call the toll-free number to hear the speaker and join the WebEx event online to view the slides using the login details. WebEx may prompt you to install or activate a plug-in to view the meeting.

Thank you in advance for entering your name and email address to attend.

• Care for the people you love, even after you’re gone.
• Leave behind a lasting, meaningful legacy.
• Manage estate tax burden – for you and your heirs.

One of the critical parts of an individual’s total financial picture is health insurance. While most of us have that through work, there will be a time when we will have to make decisions about health care in retirement. Even if you are retired now, there are decisions to make every year, and we are here to walk you through the process. Join Ameriprise Financial on Thursday, September 21, 2023, at 4:00 PM ET to learn more about the ins and outs of Medicare coverage.

Our guest speaker Rick Nahill is a Business Development Director with John Hancock Investment Management. Rick has acquired more than 25 years’ experience in the financial services industry. He served as a retirement plan sales associate for two years before being promoted to his current position in 2016. He was the business development director for 3 1/2 years in Southern California before moving back to Boston in August of 2019. Rick earned a BA in economics from Trinity College in Hartford CT. Rick will cover the following in our time together:

• Medicare Parts and When to Enroll
• Medicare Costs
• Medigap
• Medicare Advantage
• Working past sixty-five

During this complimentary session, we’ll discuss strategies that may help keep more money in your pocket by using tax-free investing as part of your portfolio. We’ll address:

· Municipal (muni)bonds

Please call: 1-844-621-3956

Meeting Number (Access Code): 2486 643 6401#

Is helping others a key component of you living your best life?

Every two seconds someone in the U.S. needs blood. It is essential for surgeries, cancer treatment, chronic illnesses, and traumatic injuries. Whether a patient receives whole blood, red cells, platelets or plasma, this lifesaving care starts with one person making a generous donation.

One donation equals…
· 45 minutes from sign in through refreshments
· 5-10 minutes of actual donation time. (No seriously, just 5-10 minutes).
· 1 good deed to feel great about.

To meet this critical need 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 July 25thfrom 1-6pm.

If you are interested to donate, please register on the events tab of our website, adding in the comments section your preferred appointment time. The King Wealth Solutions team will be onsite at the library providing moral support and handing out refreshments!!