Workshops

UPCOMING EVENTS FOR 2020

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: TBD


Our Presenters

Joni_Youngwirth
 

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.

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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