Glastonbury, CT • Charlotte, NC • North Haven, CT • Waterford, CT • (800) 218-8588
 

Announcing our Charlotte, NC office!

15801 Brixham Hill Avenue, Suite 530
Charlotte, NC 28277

 


We are a one-of-a-kind wealth management firm working collaboratively with clients
throughout the United States to provide comprehensive financial advice.
We are committed to inspiring and empowering our clients to realize their lives' passions.

The retirement

 you deserve:

a logical approach

 

Register for a Retirement Empowerment

Workshop or Webinar.

Have you

your 401(k)?

 

Register for a 401(k) Brokerage

Workshop or Webinar.

Let's talk.

We're ready

when you are.

 

Call (800) 218-8588 to

schedule your first appointment.

EVENTS
SEPTEMBER 2015

 

 


Tuesday, September 29

Retirement Empowerment Workshop

6:00 - 9:00pm

Presenter: Michael P. Grossman, CFP®
Location: Glastonbury, CT

 

 


OCTOBER 2015

 

 


Thursday, October 1

401(k) Brokerage Workshop

6:00 - 8:00pm

Location: Glastonbury, CT

 

 


Tuesday, October 6

Retirement Empowerment Webinar

7:00 - 9:00pm EDT

Presenter: Michael P. Grossman, CFP®
Location: via Webinar

 

 


Wednesday, October 7

401(k) Brokerage Webinar

7:30 - 9:00pm EDT

Location: via Webinar

 

 


Tuesday, October 13

Retirement Empowerment Workshop

6:00 - 9:00pm

Presenter: Michael P. Grossman, CFP®
Location: Glastonbury, CT

 

 


Tuesday, October 20

401(k) Brokerage Webinar

7:30 - 9:00pm EDT

Location: via Webinar

 

 


Wednesday, October 21

Retirement Empowerment Webinar

7:00 - 9:00pm EDT

Presenter: Carlos Henriques, CFP®
Location: via Webinar

 

 


Wednesday, October 28

401(k) Brokerage Workshop

6:00 - 8:00pm

Location: Glastonbury, CT

 

 


NOVEMBER 2015

 

 


Tuesday, November 3

Retirement Empowerment Webinar

7:00 - 9:00pm EST

Presenter: Michael P. Grossman, CFP®
Location: via Webinar

 

 


Thursday, November 5

Retirement Empowerment Workshop

6:00 - 9:00pm

Presenter: Carlos Henriques, CFP®
Location: Glastonbury, CT

 

 


Thursday, November 12

401(k) Brokerage Workshop

6:30 - 8:30pm

Location: Charlotte, NC

 

 


Thursday, November 17

401(k) Brokerage Workshop

6:00 - 8:00pm

Location: Glastonbury, CT

 

 


Wednesday, November 18

Retirement Empowerment Workshop

6:00 - 9:00pm

Presenter: Carlos Henriques, CFP®
Location: Glastonbury, CT

 

 


Thursday, November 19

401(k) Brokerage Webinar

7:30 - 9:00pm EST

Location: via Webinar

 

 


DECEMBER 2015

 

 


Tuesday, December 1

Retirement Empowerment Workshop

6:00 - 9:00pm

Presenter: Michael P. Grossman, CFP®
Location: Glastonbury, CT

 

 


Wednesday, December 2

401(k) Brokerage Workshop

6:30 - 8:30pm

Location: Charlotte, NC

 

 


Thursday, December 3

Retirement Empowerment Webinar

7:00 - 9:00pm EST

Presenter: Carlos Henriques, CFP®
Location: via Webinar

 


Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.  Investment products and services available only to residents of: Arizona (AZ), California (CA), Connecticut (CT), Florida (FL), Georgia (GA), Illinois (IL), Massachusetts (MA), Maine (ME), Missouri (MO), North Carolina (NC), New Hampshire (NH), New Jersey (NJ), New York (NY), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), Texas (TX), Virginia (VA), Vermont (VT)