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

Check the background of this firm on FINRA's BrokerCheck.

 

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
AUGUST 2016

Wednesday, August 17

Long Term Care

3:00 - 4:30pm EDT

Location: via Webinar
*This event is exclusively for AdviceOne clients

Wednesday, August 17

Long Term Care

6:30 - 8:30pm

Location: Glastonbury, CT
*This event is exclusively for AdviceOne clients

SEPTEMBER 2016

Wednesday, September 14

Medicare

3:00 - 5:00pm

Location: Glastonbury, CT
*Clients and their guests are welcome to join us,
even if you've already attended one of our previous sessions.

Wednesday, September 14

6:30 - 8:30pm
Location: Glastonbury, CT
*Clients and their guests are welcome to join us,
even if you've already attended one of our previous sessions.

Thursday, September 22

Retirement Empowerment Workshop

6:00 - 9:00pm

Location: Glastonbury, CT

Tuesday, September 27

401(k) Brokerage Workshop

6:00 - 8:00pm

Location: Glastonbury, CT

OCTOBER 2016

Tuesday, October 4

Retirement Empowerment Webinar

7:00 - 9:00pm EDT

Location: via Webinar

Thursday, October 6

UTC Executive Strategies Workshop

6:30 - 9:00pm

Location: Glastonbury, CT

Tuesday, October 11

401(k) Brokerage Webinar

7:30 - 9:00pm EDT

Location: via Webinar

Wednesday, October 12

Retirement Empowerment Workshop

6:00 - 9:00pm

Location: Glastonbury, CT

Wednesday, October 12

Retirement Empowerment Workshop

6:00 - 9:00pm

Location: Rockford, IL

Tuesday, October 18

UTC Executive Strategies Workshop

6:30 - 9:00pm

Location: Charlotte, NC

Wednesday, October 26

UTC Executive Strategies Webinar

7:00 - 9:00pm EDT

Location: via Webinar

Thursday, October 27

401(k) Brokerage Workshop

6:30 - 8:30pm

Location: Charlotte, NC

NOVEMBER 2016

Tuesday, November 1

Retirement Empowerment Workshop

6:30 - 9:00pm

Location: Charlotte, NC

Wednesday, November 2

401(k) Brokerage Webinar

7:30 - 9:00pm EDT

Location: via Webinar

Wednesday, November 9

Retirement Empowerment Webinar

7:00 - 9:00pm EST

Location: via Webinar

Wednesday, November 9

Retirement Empowerment Webinar

9:00 - 11:00pm EST

Location: via Webinar

Thursday, November 10

UTC Executive Strategies Workshop

6:30 - 9:00pm

Location: Glastonbury, CT

Tuesday, November 15

Retirement Empowerment Workshop

6:00 - 9:00pm

Location: Glastonbury, CT

Tuesday, November 15

Retirement Empowerment Workshop

6:00 - 9:00pm

Location: Rockford, IL

Thursday, November 17

401(k) Brokerage Workshop

6:00 - 8:00pm

Location: Glastonbury, CT


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)