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