Glastonbury, CT 06033  •  North Haven, CT 06473  •  (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
AUGUST 2014

 

No introductory events scheduled.

 

SEPTEMBER 2014

 

 

Tuesday, September 23

401(k) Brokerage Workshop 

6:00 - 8:00pm

Location: Glastonbury, CT

 

 

Thursday, September 25

Retirement Empowerment Workshop

6:00 - 9:00pm

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

 

 

Tuesday, September 30

401(k) Brokerage Webinar 

7:30 - 9:00pm EDT

Location: via webinar 

 

 

OCTOBER 2014

 

 

Wednesday, October 8

401(k) Brokerage Workshop 

6:00 - 8:00pm

Location: Glastonbury, CT

 

 

Thursday, October 9

Retirement Empowerment Webinar

7:00 - 9:00pm EDT

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

 

 

Wednesday, October 15

Retirement Empowerment Workshop

6:00 - 9:00pm

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

 

 

Thursday, October 16

401(k) Brokerage Webinar 

7:30 - 9:00pm EDT

Location: via webinar 

 

 

Wednesday, October 22

401(k) Brokerage Workshop 

6:00 - 8:00pm

Location: Glastonbury, CT

 

 

Wednesday, October 22

Retirement Empowerment Workshop

6:00 - 8:30pm

Presenters: Lorie R. Schappert, RFC® and Neil A. Goldberg, ChFC®
Location: North Haven, CT

 

 

Tuesday, October 28

Retirement Empowerment Workshop

6:00 - 8:30pm

Presenters: Lorie R. Schappert, RFC® and Neil A. Goldberg, ChFC®
Location: Glastonbury, CT

 

 

NOVEMBER 2014

 

 

Wednesday, November 5

401(k) Brokerage Webinar 

7:30 - 9:00pm EDT

Location: via webinar 

 

 

Tuesday, November 11

Retirement Empowerment Workshop

6:00 - 9:00pm

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

 

 

Thursday, November 13

401(k) Brokerage Webinar 

7:30 - 9:00pm EDT

Location: via webinar 

 

 

Tuesday, November 18

401(k) Brokerage Workshop 

6:00 - 8:00pm

Location: Glastonbury, CT

 

 

Wednesday, November 19

Retirement Empowerment Webinar

7:00 - 9:00pm EDT

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

 

 

DECEMBER 2014

 

 

Wednesday, December 3

401(k) Brokerage Webinar 

7:30 - 9:00pm EDT

Location: via webinar 

 

 

Thursday, December 4

401(k) Brokerage Workshop 

6:00 - 8:00pm

Location: Glastonbury, CT

 

 

Tuesday, December 9

Retirement Empowerment Webinar

7:00 - 9:00pm EDT

Presenter: Michael P. Grossman, 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. 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: Arizona (AZ), 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