Broker Check

Learn About Investing 

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.

Scroll Down and Find a Class That's Right For You

Create the future you imagine.
Feel confident about money.
Worry less.

Money is our #1 source of stress, and it impacts our health, future, and overall wellbeing.

Perfect for families to attend together, this course will help you take ownership of your investment decisions, feel confident aligning your money with your life’s purpose, see how to reduce risk, and increase potential investment returns.

Friday June 10, 9:00am — 1:00pm ET
Live Event at Hammond Iles

652 Boston Post Rd., Suite 3, Guilford, CT 06437
Includes workbook and lunch.

Friday, September 30 9:00am — 1:00pm ET
Live Event at Hammond Iles

Innovation Center of Vermont
128 Lakeside Avenue, Suite 103, Burlington, VT 05401
Includes workbook and lunch.

Sign up at (800) 416-1655 or

<b>Solving the Social Security Puzzle&#160;</b>

Solving the Social Security Puzzle 

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

Did you know Social Security is actually an intergenerational concept that helps Americans of all ages? Social Security has the potential to be a key financial asset, yet too many American families fail to maximize their benefits.

Here are some family age guidelines:

  • Up to age 55, make sure your parents are properly planning for their Social Security
  • Ages 55 – 70 plan to make the most of your own Social Security benefits
  • Over 70, make sure your children are properly planning for their Social Security
  • In certain circumstances, families with a disabled child or children with a deceased parent may be eligible to receive benefits

In the class you’ll 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

By Zoom Wednesday, June 1 12:00—1:00pm ET
Sign up at (800) 416-1655 or

<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

Click to Watch
<b>Investing 101: Financial Fundamentals</b>

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

Click to Watch
<strong>Myths &#38; Misconceptions of Medicare &#38; Medicaid</strong>

Myths & Misconceptions of Medicare & Medicaid

Join Elder Law Attorney Joan Reed Wilson for an online workshop about Medicaid and Medicare. You or your family members may already have Medicare but are unsure what it covers if you ever have a long-term illness. Attorney Wilson will provide you with the latest information on qualifying for benefits so you can make informed and educated choices for yourself and your loved ones. 

Learn More About:

  • The difference between Medicare and Medicaid
  • What the programs cover and what they do not
  • The long-term care benefits of the Veteran’s Aid & Attendance program
  • The 5-year and 3-year look-back rule
  • Benefits of an Irrevocable Trust
  • Tips to ensure a smooth approval for benefits 

By Zoom Wednesday, May 4, 12:00—1:00pm ET
SIGN UP ONLINE NOW  or contact us 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.

Have a Question or Want To Book a Class for Your Club or Group?

Thank you!