Workshops

Next Event

Social Security & Medicare
Understanding the Benefits & Making the Best Decisions

Date:
April 2, 2020

Time:
6:00pm (registration begins at 5:30)

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

RSVP by March 26th:
Diane Lemanski
203-924-5420
[email protected]

 

Speakers:
Brian Doherty from Touchstone Investments
Michael Bush from Insurance With T

Topics include:

  • Social Security Claiming Decisions
  • Single Social Security Strategy Still Available
  • 1 Simple Thing That May Generate Extra Social Security Income
  • Medicare Enrollment Periods
  • Medicare Parts A & B
  • Medicare Penalty

 

View the invitation for full details


 

Upcoming Events for 2020

Mindful Retirement
Date: September 10, 2020
Location: Il Palio Restaurant, 5 Corporate Drive, Shelton CT

 

Market Outlook
Date: October 29, 2020
Location: Il Palio Restaurant, 5 Corporate Drive, Shelton CT

 

Annual Golf Event
Date: Monday, August 17th, 2020
Location: Brownson Country Club, 15 Soundview Ave, Shelton, CT 06484

 

This will be the 15 year anniversary of our tournament!