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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.

April 2022: Two Days and One Evening Live in Connecticut
Location TBA
Thursday, April 28 & Friday, April 29, 9:00am-5:00pm ET and Tuesday, May 3, 6:00-9:00pm ET

September 2022: Two Days and One Evening Live in Vermont

Innovation Center of Vermont
128 Lakeside Avenue, Suite 103, Burlington, VT 05401

Thursday, September 29 & Friday, September 30, 9:00am-5:00pm ET and Monday October 3, 6:00-9:00pm ET


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. 

RSVP today 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
2022 dates to be announced 6:30pm-7:30pm ET

Sign up to receive details when they are available 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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