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Many of our dreams require financial success to become a reality. These guided workshops and masterclasses are custom made for busy families who want clarity and confidence you're making the right financial choices.

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American Dream Experience

American Dream Experience

Discover the academic science of investing and how to apply Nobel Prize-winning investment strategies to create wealth over the long term and cultivate confidence around money and investing.

December: Two Days and One Evening by Zoom
Monday, December 6 & Tuesday, December 7, 9:00am-5:00pm ET and Thursday, December 9, 6:00-9:00pm ET
Registration deadline is November 15.

View or Download the December Invitation & Details (PDF)


If you want to live with freedom and fulfillment, you’ll benefit from the American Dream Experience.

There's no charge or obligation, and you'll walk out with the tools to make more informed decisions for your family's financial future whether you invest with us or not. 

Register today at (800) 416-1655, or

Medicare 101

Medicare 101

Learn how Medicare works, types of coverage, how you can buffer your risk, how to compare plans, major differences in plans, low-cost variations, and what you must know before buying a Medicare supplement plan.

One Session Online Class
Wednesday, October 20 6:30pm-7:30pm ET 

Sign up at (800) 416-1655 or

<b>Estate Planning: Give More Money to Family and Charity; Pay Less Taxes</b>

Estate Planning: Give More Money to Family and Charity; Pay Less Taxes

Learn about estate planning basics: Will, POA, Living Will, Healthcare Proxy, Trusts, when to use a Revocable Trust, importance of Beneficiary Designations (TOD and retirement accounts).

See how you can use charity to leave more to family and double the impact of your retirement accounts. 

One Session Online Class
Wednesday, November 17 6:30pm-7:30pm ET 

Sign up at (800) 416-1655 or

<b>Separating Investing &#38; Financial Myths from Truth</b>

Separating Investing & Financial Myths from Truth

When it comes to money and investing, big opinions, common misconceptions and outright misinformation is widespread. Being able to separate fact from fiction can potentially help you avoid costly mistakes that can wreak havoc on your financial portfolio.

In this class you’ll learn about some of the most important, and most frequently asked-about myths of investing. 

One Session Online Class
Wednesday, December 15 6:30pm-7:30pm ET

Sign up at (800) 416-1655 or

Free Secure Document Shredding

Free Secure Document Shredding

Protect yourself from identity theft with this safe, secure opportunity to shred your most confidential documents. 

Bring up to 5 file size boxes of papers and documents for FREE confidential shredding by ProShred Security. Simply drop your documents off at our Wethersfield, CT office during regular business hours to be stored in a secure container for monthly shredding.

Please call us at (800) 416-1655 or email to schedule a drop-off.

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