We believe that it is beneficial for clients to be informed and educated about financial planning and investment issues that could affect them. To that end, we periodically host educational seminars where we invite unaffiliated professionals to speak. We invite clients, other professionals and, if space allows, open the session to the general public.
Upcoming Events
No events are scheduled at this time
Recent Past Events
- The Hon. David Walker presents the Nations Fiscal Challenge
November 15, 2011
Link to video at SimsburyTV.org - The US National Debt with Jeff Thiebert of the non-partisan Concord Coalition
March 17, 2011
Link to video at SimsburyTV.org
For additional information: www.concordcoalition.com - Tax Update with Bill Fleming, CPA
January 24 2011
Link to video at SimsburyTV.org - Don Yacktman of the Yacktman Funds
September 16 2010
Link to video at SimsburyTV.org - Estate Planning
May 2010
Attorney Chris Drew - Planning for and coordinating Social Security benefits
March 2010
Kurt Czarnowski, Boston Regional Communications Director, Social Security Administration.
John Eckel, CFP®, CFA, Pinnacle Investment Management Inc. - Update on Retirement plans
September 2009
Mark Greer – President, Greer Benefits Consultants - Retirement Planning - 30 years without a paycheck
February 2009
John Eckel, CFP®, CFA, Pinnacle Investment Management Inc. - Identify Theft – How to Protect Yourself.
May 2007
Nick Sabetta, CT State Police - Estate Planning basics
March 2007
Attorney Chris Drew