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

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Understanding 2022 Medicare

Understanding 2022 Medicare

Online Class Wednesday, October 5, 12:00pm-1:00pm EDT

Guest speaker, Rob Charnas, United Healthcare Licensed Representative. This presentation will not be recorded. 

Many people signing up for Medicare don’t realize that certain budget-busters, like dental and routine vision care or hearing aids, are usually not covered. 

There are significant gaps that could cost you out-of-pocket because of the “donut hole” or gap in coverage that comes after a patient has used a certain amount of their Medicare benefits.

 You’ll learn the basics of how Medicare works:
▪ What Medicare does and doesn’t cover
▪ Types of Medicare coverage
▪ How you can buffer your risk 
▪ How to compare and choose the right plan
▪ The major differences among supplemental plans 
▪ What you need to know before buying a Medicare supplement plan
▪ Lower cost options

Download the Medicare Advantage Clarity Guide

Sign up to get your secure link to join the class at (800) 416-1655 or hello@hiwealth.com.

The Crypto Conundrum

The Crypto Conundrum

Online Class Thursday, October 13, 6:30pm-8:00pm EDT

HOW DID A TRASH-TALKING CRYPTO FOUNDER CAUSE A $40 BILLION CRASH?

Should I convert a portion of my money into crypto based investments? 

There are questions and a lot of hype around cryptocurrency and other digital assets from Bitcoin to Blockchain and non-fungible tokens. While some get rich, others lose their shirts. Find out more at this special session.

Sign up to get your secure link to join the class at (800) 416-1655 or hello@hiwealth.com.

Estate Planning 101

Estate Planning 101

Online & Simulcast Wed, Nov 2, 12:00pm-1:00pm EDT. 
Guest speaker, Attorney Joan Reed Wilson. This presentation will not be recorded. 

Estate planning is not just for the old or wealthy. It outlines your desires for your finances, health care decisions, and can help secure your children’s future.

A solid estate plan includes a Last Will and Testament, Power of Attorney, and a Healthcare Directive. Whether you are 18 or 90 years old, having someone on your side during a medical emergency to make healthcare and/or financial decisions on your behalf, is worth its weight in gold.

Estate Planning 101 simulcast

When Should You Start Estate Planning?
As soon as possible. Even if you don’t have much to your name in the form of finances or assets, estate planning is so much more than that. Once you turn 18, you’re technically an adult, and your parents can no longer make medical or financial decisions on your behalf.

Estate Planning is something many people don’t want to think about, but sometimes the unexpected happens and a tragic situation is unavoidable. This class and Q & A session offers an overview of the process.

Scott Iles is hosting a simulcast of this presentation on the big screens at our office, 128 Lakeside Ave., Burlington, VT. We’ll supply coffee, snacks and beverages. You’re welcome to invite your friends and family, bring a lunch and join us!

Sign up to get your secure link to join the class at (800) 416-1655 or hello@hiwealth.com.

Tax Strategies

Tax Strategies

If you think you’re overpaying taxes, chances are you may be right.

Taxes impact every aspect of your financial wellbeing. Learn about the latest tax law changes that can be implemented by your tax advisor to help you manage your tax liability.

Managing your taxes efficiently involves a clear understanding of the tax saving opportunities available to you.


This video class will help you prepare for what is ahead in 2022.


Questions on this video? Please contact (800) 416-1655 or hello@hiwealth.com.

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The Investing Vortex

The Investing Vortex

If you are considering changes to your investment allocations, watch our video to learn about what impact that may have.

Whether you’ve invested a little money or a lot, this online class will help you combat the elevated levels of anxiety, stress, and fear you may be experiencing around what is happening in the world today. How will this class do that? By showing you ways to help weather market storms with your investment portfolio.

  • Opportunities that may exist in down markets
  • Mistakes you can make when filing
  • How uncertainty in the markets affects investment returns
  • Why switching investments to often may make planning for goals such as retirement, unachievable.

Questions on this video? Please contact (800) 416-1655 or hello@hiwealth.com.

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Solving the Social Security Puzzle

Solving the Social Security Puzzle

This video class is ideal for you and your family connections who want to maximize social security benefits in retirement, take an early retirement, or make more informed choices.

Social Security has the potential to be a key financial asset, yet too many American families fail to maximize their benefits.

Watch the video and learn:

  • Common mistakes you can make when filing
  • How Social Security benefits work for you and your spouse or partner
  • When and how to start receiving Social Security benefits
  • Opportunities to increase your benefits throughout retirement

Questions on this video? Please contact (800) 416-1655 or hello@hiwealth.com.

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Everything You Want To Know About Retirement Accounts

Everything You Want To Know About Retirement Accounts

Watch the video and learn about:

  • Types of accounts such as IRA, Roth IRA, 401(k), 403(b), Solo 401(k)

  • Differences between types of accounts
  • Employer match 
  • The miracle of compounding
  • How much to save
  • Using employer plan limited options
  • RMDs & qualified charitable rollovers

Questions on this video? Please contact (800) 416-1655 or hello@hiwealth.com.

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Investing 101 Financial Fundamentals

Investing 101 Financial Fundamentals

Sometimes all the different types of investments can seem overwhelming.

Watch the video and learn:

Basics that will empower you whether you want a refresher, are just starting out, graduating college, beginning a career, getting married, or assisting with finances for a loved one.

Questions on this video? Please contact (800) 416-1655 or hello@hiwealth.com.

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<span>Are You Ready for the Next Market Crash?</span>

Are You Ready for the Next Market Crash?

The world is fearful right now and your financial future hangs in the balance. Now is not the time to panic!

Watch the video and learn:

• The WORST POSSIBLE things an investor can do now

• What is at risk in these times (hint: it’s not what the media wants you to think)

• The upside of a down market and how you can make informed decisions with the potential to help you build and protect your financial future

• 3 of the BIGGEST Investing mistakes

Questions on this video? Please contact (800) 416-1655 or hello@hiwealth.com.

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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 hello@hiwealth.com to schedule a drop-off.

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