Retirement Empowerment

"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®


Topics include: 

  •  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.


Live Workshops

6:00-9:00pm - Glastonbury, CT

Tuesday, October 24, 2017

Wednesday, November 15, 2017


Live Workshop

6:30-9:00pm - Charlotte, NC

Tuesday, November 14, 2017


             7:00-9:00pm -  via Webinar                

Tuesday, October 17, 2017 EDT

Thursday, November 2, 2017 EDT

Addtional option: 9:00-11:00pm - via Webinar

Thursday, November 2, 2017 EDT


Live Workshops

6:00-9:00pm - Rockford, IL

Wednesday, November 1, 2017



Workshop neither sponsored nor endorsed by UTC, Lockheed Martin, Aetna, Travelers, The Hartford, or Duke Energy. Workshop sponsored by AdviceOne Advisory Services LLC.

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