8 Financial Tools in 90 Minutes

Join us for an informational evening for UTC employees 5 or more years from retirement who are starting to think about retirement.  We’ll share the essential techniques that our UTC clients master prior to retirement, and dig deep into the Plan Benefits available to all UTC professionals.  We believe it’s imperative that you know everything you don’t know!  We’ll jam tons of information into these 90 minutes and give you important tools for a logical approach to your finances.

Topics include:

  • Important ESOP tax treatment in retirement
  • Taking full advantage of Roth strategies in IRAs and 401(k)s
  • A mathematical approach to customized asset allocation
  • 401(k) Brokerage account management
  • Proactive planning for market crashes
  • Appropriate 529 funding for successful professionals
  • Tax-sensitive rebalancing
  • Long term Roth impact for a seven-figure net worth



Live Workshops

6-7:30 pm  - Glastonbury, CT

Wednesday, September 26, 2018

Thursday, November 1, 2018




  7:30-9 pm EDT - via Webinar

Thursday, October 11, 2018

Wednesday, Novmeber 7, 2018


Workshop neither sponsored nor endorsed by UTC, Lockheed Martin or Alight. Workshop sponsored by AdviceOne Advisory Services LLC.

Please fill out the form below to register. We look forward to seeing you!