"We'd love the opportunity to have a positive effect on your life.
We believe that when you come to our workshop, you’re interested in hearing real solutions. That’s why our workshops focus on empowering you in retirement - with clear information you can use immediately. We’ll share an interactive evening of discussion that’s tailored to your specific decisions. We've worked extensively with employees and retirees of UTC, Lockheed Martin, Aetna, Travelers, The Hartford, and Duke Energy. Please consider spending an evening with us and we promise to answer your toughest questions clearly and honestly."
- Michael P. Grossman, CFP®, Carlos M. Henriques, CFP® and Tim M. Miller, CFP®
- The use of Roth with a six-figure income in retirement
- Matching Asset Allocation directly to your retirement plan
- An opportunity to ask questions of a fiduciary
- Collaborative approach to your decisions
- How to plan to spend more while young in retirement
Click here to view the official invitation.
Workshop neither sponsored nor endorsed by UTC, Lockheed Martin, Aetna, Travelers, The Hartford, or Duke Energy. Workshop sponsored by AdviceOne Advisory Services LLC.