Events

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2018

01/18 – Masuk High School: 7:00 – 8:30 PM
How to Pay for College Seminar
Rain date: 01/25

02/28 – Informational Dinner briefing : 6:30 PM
Healthcare & Assisted Living Options at Retirement
Dakota’s Steakhouse in Rocky Hill
Reservations are required.
Call Catherine at 860-218-2048 to reserve
your spot!

03/01 – East Lyme High School: 6:30 – 8:00 PM
How to Pay for College Seminar

03/15 – Wallingford Public Schools at HUBCAP : 6:30 – 8:00 PM
How to Pay for College Seminar

03/28 – Berlin High School: 6:30 – 8:00 PM
How to Pay for College Seminar

04/27 – Lunch & Learn with The Hartford: 12:00 Noon – 2:00 PM
529 Plans and Updates in 2018
750 Main St, Hartford: 3rd Floor Conference Room

05/10 – Lunch & Learn: 12:00 Noon – 2:00 PM
Business Taxation Changes in 2018
750 Main St, Hartford: 3rd Floor Conference Room

06/21 – Lunch & Learn: 12:00 Noon – 2:00 PM
Best Small Business Retirement Plans
750 Main St, Hartford, 3rd Floor Conference Room

07/27 – Client Dinner 6:00 PM
Save the Date! Details coming soon!

August (Date TBD) – Lunch & Learn: 12:00 Noon – 2:00 PM
Education and Non Profit Retirement Plans
750 Main St, Hartford, 3rd Floor Conference Room

September (Date TBD) – Lunch & Learn: 12:00 Noon – 2:00 PM
401K and Employer Sponsored Benefits
750 Main St, Hartford, 3rd Floor Conference Room

09/27 – Litchfield High School: 6:00 – 7:30 PM
How to Pay for College Seminar

09/27 – Simsbury High School: 7:00 – 8:30 PM
How to Pay for College Seminar

10/03 – North Haven High School: 6:30 – 8:00 PM
How to Pay for College Seminar

10/04 – Daniel Hand High School: 6:00 – 7:30 PM
How to Pay for College Seminar

10/25 – Manchester High School: 6:30 – 8:00 PM
How to Pay for College Seminar

10/24 – Thomaston High School: 7:00 – 8:30 PM
How to Pay for College Seminar

11/01 – Killingly High School: 6:30 – 8:00 PM
How to Pay for College Seminar

11/07 – Immaculate High School: 6:30 – 8:00 PM
How to Pay for College Seminar

11/08 – East Lyme High School: 6:30 – 8:00 PM
How to Pay for College Seminar

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Our team members would be happy to help you or answer any questions you may have. Please feel free to reach out at any time.

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