Take the first step toward reaching your Financial Goals
Get the information that can help you live a confident retirement.
Attend an Event
Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.
UPCOMING EVENTS:
For anyone preparing to enter Medicare or anyone who is already in; I am hosting community meetings that would be a terrific entry as well as an informative refresher! We are approaching the Annual Enrollment Period and if there is any way I can be of help to any of you, I encourage you to join me for a meeting, or if you prefer – call, email or text me and we can schedule a private conversation to discuss your situation. Â
Here’s wishing you all a joyous leaf peeping season!Â
Community meetings to be held at Colosseo Restaurant
from 11am – 12pm on Wednesday’s (and Thursday, December 2)
38 Park Lane Rd.
New Milford, CT 06776
Dates:
October 13th, 20th and 27th
November 3rd, 10th and 17th  Â
December 1st and 2nd
Rather meet
One-on-One?
Schedule a meeting with one of our team to create your financial strategy today.