Glastonbury, CT 06033  •  North Haven, CT 06473  •  Waterford, CT 06385  •  (800) 218-8588    

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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
APRIL 2014

 

 

Wednesday, April 16

Retirement Empowerment Webinar

7:00 - 9:00pm EDT

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

 

 

Wednesday, April 23

Retirement Empowerment Workshop 

6:00 - 9:00pm

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

 

 

Wednesday, April 30

401(k) Brokerage Workshop

6:00 - 8:00pm

Location: Glastonbury, CT

 

 

MAY 2014

 

 

Thursday, May 8

401(k) Brokerage Webinar

7:30 - 9:00pm EDT

Location: via GoToWebinar

 

 

Wednesday, May 21

Retirement Empowerment Webinar

7:00 - 9:00pm EDT

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

 

 

Thursday, May 22

Retirement Empowerment Workshop

6:00 - 9:00pm

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

 

 

Wednesday, May 28

401(k) Brokerage Workshop

6:00 - 8:00pm

Location: Glastonbury, CT

 

 

JUNE 2014

 

 

Wednesday, June 4

401(k) Brokerage Webinar

7:30 - 9:00pm EDT

Location: via GoToWebinar 

 

 

Tuesday, June 17

401(k) Brokerage Workshop

6:00 - 8:00pm

Location: Glastonbury, CT

 

 

Wednesday, June 18

Retirement Empowerment Workshop 

6:00 - 9:00pm

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

 

 

Tuesday, June 24

401(k) Brokerage Webinar

7:30 - 9:00pm EDT

Location: via GoToWebinar 

 

 

JULY 2014

 

 

Thursday, July 24

401(k) Brokerage Webinar

7:30 - 9:00pm EDT

Location: via GoToWebinar 

 

 

 


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. A broker/dealer, investment advisor, BD agent or IA rep may only conduct business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the states broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the states broker/dealer, investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who opens an account. What this means for you: When you open an account with Securities Service Network, Inc., we ask for your name, address, date of birth, and other information that will allow us to identify you. We may also ask to see your drivers license or other identifying documents. We may share information obtained from you with third parties to verify your identity, in compliance with this federal law. Investments products and services available only to residents of: California (CA), Connecticut (CT), Florida (FL), Georgia (GA), Massachusetts (MA), Maine (ME), Missouri (MO), North Carolina (NC), New Hampshire (NH), New York (NY), Pennsylvania (PA), Rhode Island (RI), South Carolina (SC), Texas (TX), Virginia (VA), Vermont (VT)

 


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AdviceOne LLC
Phone: (860) 659-4900
Toll Free: (800) 218-8588
100 Western Boulevard
Glastonbury, CT 06033-4360
Securities Offered through Securities Service Network, Inc., Member FINRA /SIPC