An evening of connection, education, and legacy planning

Join us for an exclusive dinner event designed for our clients and their families. Our goal is to bring generations together for meaningful conversations around family wealth and legacy planning.

📅 Date: Thursday, September 25th, 2025
🕕 Time: 6:00 pm
📍 Location: Il Palio, 5 Corporate Drive, Shelton, CT

This event will feature:

• A delicious dinner at Il Palio

• A presentation by Andrew Gorden of MFS Investments on the topic of family wealth and multi-generational planning - this seminar can help clients understand how to create a successful family wealth transfer plan and common mistakes to avoid

• An opportunity for your children or beneficiaries to meet our team and become comfortable with the people guiding your financial plan

We believe that preparing the next generation is key to ensuring your wealth and values live on. This evening is about building trust, strengthening family connections, and helping everyone feel confident in the future.

👉 Reserve your seats today — space is limited.