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 and Lockheed Martin.  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


Live Workshops

6:00-9:00pm - Glastonbury, CT

Thursday, March 22, 2018

Tuesday, April 24, 2018

Wednesday, May 23, 2018


Live Workshops

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

Wednesday, March, 28, 2018

Thursday, May 17, 2018



             7:00-9:00pm -  via Webinar                

Thursday, March 22, 2018 

Wednesday, April 4, 2018

Thursday, May 17, 2018

9:00-11:00pm -  via Webinar 

Thursday, May 17, 2018


Live Workshop

6:00-9:00pm - North Haven, CT

Thursday, May 3, 2018


Live Workshop

6:30-9:00pm - Charlotte, NC

Wednesday May 2, 2018



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

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