Mailing Address: 100 Great Meadow Road
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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When it comes to investing, there is no fast and easy solution. This class however, is an indispensable tool that can help you spot risky financial opportunities and be disciplined and prudent over a lifetime.One Session Online ClassWednesday, June 16 6:30pm-7:30pm ET
Sign up at (800) 416-1655 or email@example.com
To become a smart investor, you need to understand a few basic investing terms and principles. Once you learn these basics you’ll feel more empowered.
In this class you’ll learn about some of the most important, and most frequently asked-about investing fundamentals.
One Session Online ClassThursday, July 22 6:30pm-7:30pm ET
Sign up at (800) 416-1655 or firstname.lastname@example.org.
You’ll learn about types of accounts – IRA, Roth IRA, 401(k), 403(b), Solo 401(k), benefits/differences between accounts, employer match, compounding, saving, using employer plan limited options, RMDs & qualified charitable rollovers, and what to avoid.One Session Online ClassWednesday, August 18 6:30pm-7:30pm ET
When it comes to 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 ClassWednesday, September 15 6:30pm-7:30pm ET or Sign up at (800) 416-1655 or email@example.com.
When you attend the American Dream Experience, you'll engage in a profound exploration of your family's financial future.
Unlike any financial training, this is your opportunity to discover what investing really is, how it works, and how it can fulfill on your purpose for your life.
You will have the opportunity, over two days to alter your relationship to money and investing in a way that leaves you and those you care about powerfully pursuing your dreams.
Two Day Online Event and One Evening
Thursday, October 7, & Friday, October 8 12 noon - 8:00pm ETand evening event, Monday, October 11 6:00-9:00pm ET
If you’re committed to creating a life of freedom for you and your family, you’ll benefit from The American Dream Experience. It’s a breakthrough in financial education we designed to be pitch free, so you walk out with the tools to cultivate your financial future whether you invest with us or not.
If you’re ready to reclaim your American Dream, contact us to register today at (800) 416-1655, or firstname.lastname@example.org.
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 ClassWednesday, October 20 6:30pm-7:30pm ET
Learn about estate planning basics: Will, POA, Living Will, Healthcare Proxy, Trusts, when to use a Revocable Trust, im-portance 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 ClassWednesday, November 17 6:30pm-7:30pm ET
In this class you’ll learn about some of the most important, and most frequently asked-about myths of investing. One Session Online ClassWednesday, December 15 6:30pm-7:30pm ET
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 email@example.com to schedule a drop-off.