Held at Il Palio Restaurant in Shelton , CT

Social Security and Medicare - April 2, 2020

Mindful Retirement - September 10, 2020

Market Outlook - October 29, 2020

Location: Il Palio Restaurant 
5 Corporate Drive, Shelton, CT 06484

Golf Event

Save the Date for 2020

Monday, August 17th, 2020 - It will be our 15th year Anniversary of doing the tournament.

Location: Brownson Country Club
15 Soundview Ave, Shelton, CT 06484

Our Presenters


Joni Youngwirth

The presentation will be led by Joni Youngwirth, an industry leader and managing partner with our Registered Investment-broker/dealer, Commonwealth Financial Network. Joni has honed her understanding of retirement issues for many years as a practice management consultant to advisors like me and has offered her insights through numerous presentations and articles. She has distilled her knowledge into a rewarding learning experience that will leave you energized for the next chapter of your life.


John DiMatteo

You and I have been planning your financial retirement for quite a while. I hope you will join me now to examine issues beyond the financials that foster meaning and joy, including:

  • Work and career in retirement
  • Health and wellness
  • Family and relationships
  • Leisure and hobbies
  • Personal Development