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Workshops


Retirement can last 30 years or more.  A lot can happen in 30 years!  It's important to plan for the kinds of care you may need as you age, understand the impact it may have on your loved ones, and explore ways to protect your hard-earned assets.  

And like it or not, we all pass away.  Understanding the probate process and having a sound estate planning strategy is important.  This presentation addresses both planning for care as you age as well as planning for the transitioning of your wealth when you pass away.
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In this seminar, we will address important retirement planning concepts while focusing on the Connecticut Teachers' Retirement System and other teacher-specific topics.
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Social Security is one of the most important sources of income for retirees yet few people understand how Social Security works or how to maximize their benefit. This presentation provides attendees with the information they need to make the most of their Social Security benefit.
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Long-term care planning is a vital component of a holistic financial plan. This presentation will answer questions about the different types of long-term care insurance, partnership plans, riders, and the cost of different plans.
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Social Security is one of the most important sources of income for retirees yet few people understand how Social Security works or how to maximize their benefit. This presentation provides attendees with the information they need to make the most of their Social Security benefit.
Learn More and Enroll