Events

RMDs and Taxes in Retirement, UPDATED with Secure Act 2.0 information, a Lunch & Learn

With the Secure Act 2.0 being signed into law near the end of December 2022, are you ready for the effective changes to Required Minimum Distributions for 2023 (and beyond)?

IRA/401k Mistakes, UPDATED with SECURE ACT 2.0 information - Lunch & Learn

This is another, UPDATED, educational lunch and learn that can be helpful for IRA/401k holders looking to navigate the Secure Act 2.0 changes and help avoid common errors in their accounts.

Navigating Interest Rates, the "Inverted Yield Curve" - a Lunch & Learn

Interest rates for various financial instruments have gone up since the Federal Reserve started its "tightening" policy in 2022. But why are short-term interest rates higher than long-term interest rates right now? What can the "inverted" yield curve mean for bond buyers and retirees in general? Join us at the SAFE building to discuss this potentially important topic.

Estate Planning - Leaving your Legacy - Lunch & Learn

It takes considerable time and energy to create an effective estate plan. In order for it to remain effective, it must be reviewed, and it must reflect your current wishes.

Retirement Preparation 101

Please join your host Jason Carrier for a presentation and dinner especially designed for retirees or those retiring soon. He will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk and help reduce your tax burden.

IRA/401k Mistakes, UPDATED with SECURE ACT 2.0 information - Lunch & Learn

This is another, UPDATED, educational lunch and learn that can be helpful for IRA/401k holders looking to navigate the Secure Act 2.0 changes and help avoid common errors in their accounts.

RMDs and Taxes in Retirement, UPDATED with Secure Act 2.0 information, a Lunch & Learn

With the Secure Act 2.0 being signed into law near the end of December 2022, are you ready for the effective changes to Required Minimum Distributions for 2023 (and beyond)?

IRA/401k Mistakes, UPDATED with SECURE ACT 2.0 information - Lunch & Learn

This is another, UPDATED, educational lunch and learn that can be helpful for IRA/401k holders looking to navigate the Secure Act 2.0 changes and help avoid common errors in their accounts.

Estate Planning - Leaving your Legacy - Lunch & Learn

It takes considerable time and energy to create an effective estate plan. In order for it to remain effective, it must be reviewed, and it must reflect your current wishes.

IRA/401k Mistakes, UPDATED with SECURE ACT 2.0 information - Lunch & Learn

This is another, UPDATED, educational lunch and learn that can be helpful for IRA/401k holders looking to navigate the Secure Act 2.0 changes and help avoid common errors in their accounts.

RMDs and Taxes in Retirement, UPDATED with Secure Act 2.0 information, a Lunch & Learn

With the Secure Act 2.0 being signed into law near the end of December 2022, are you ready for the effective changes to Required Minimum Distributions for 2023 (and beyond)?

Retirement Preparation 101 (2)

Please join your host Jason Carrier for a presentation and dinner especially designed for retirees or those retiring soon. He will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk and help reduce your tax burden.

Retirement Preparation 101 (1)

Please join your host Jason Carrier for a presentation and dinner especially designed for retirees or those retiring soon. He will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk and help reduce your tax burden.

Medicare--Which plan is right for You? (3)

For those of you who are 65 and older, the fall season also marks the time of Medicare open enrollment. Scranton Financial Group is partnered with Ellen Truckenbrodt, who is a certified Medicare specialist. Ellen will be holding educational workshops that will highlight the new 2022 health-care plans, as well as the 2022 prescription plans. Information will be provided about all Connecticut Medicare carriers. Medicare open enrollment is October 15th through December 7th. Please contact Ellen Truckenbrodt at (860) 399-8202

Medicare--Which Plan is Right for You? (2)

For those of you who are 65 and older, the fall season also marks the time of Medicare open enrollment. Scranton Financial Group is partnered with Ellen Truckenbrodt, who is a certified Medicare specialist. Ellen will be holding educational workshops that will highlight the new 2022 health-care plans, as well as the 2022 prescription plans. Information will be provided about all Connecticut Medicare carriers. Medicare open enrollment is October 15th through December 7th. Please contact Ellen Truckenbrodt at (860) 399-8202

Medicare--Which Plan is Right for You? (1)

For those of you who are 65 and older, the fall season also marks the time of Medicare open enrollment. Scranton Financial Group is partnered with Ellen Truckenbrodt, who is a certified Medicare specialist. Ellen will be holding educational workshops that will highlight the new 2022 health-care plans, as well as the 2022 prescription plans. Information will be provided about all Connecticut Medicare carriers. Medicare open enrollment is October 15th through December 7th. Please contact Ellen Truckenbrodt at (860) 399-8202

Estate Planning…Help protect your family’s future! - Lunch & Learn

Estate Planning…Help protect your family’s future! Avoid leaving your loved ones behind without an Estate Plan! Estate Planning is not just for the wealthy. Estate Planning is for everyone ... Give your heirs peace of mind and prevent potential conflicts; Come and learn more at this educational course hosted by Master Certified Estate Planner, Abbas Danesh and take the guess work out of some of the most important decisions affecting your Estate. Please call Evan at (860) 399-8202 to reserve your seat.

End-of-the-Year Tax-Savings Strategies - Lunch & Learn (2)

As the end of the year approaches, there may be strategies that may help you save on taxes. Abbas Danesh will discuss tax-loss harvesting, QCDs (Qualified Charitable Donations), and other options. Please pick one date and time and call Evan at (860) 399-8202 to R.S.V.P.

Bring-a-Friend Dinner Workshop

At Scranton Financial Group, we take great pride in helping our clients pursue their financial goals with as much certainty, and as little risk, as possible. Educating people on fixed income instruments as an alternative to the tumultuous stock market is an important goal of ours. Please join us as we discuss current financial conditions, as well as how Scranton Financial Group offers conservative investment alternatives. Please note this dinner workshop is specifically a "bring-a-friend" workshop. It is geared towards people who want to learn about Scranton Financial Group and how to generate income from their retirement savings. We sincerely appreciate all of our clients and your referrals are the greatest compliment. Thank you for seriously considering any friends or family members that may benefit from attending this educational dinner workshop with you. Please contact Jake or Aggie at (860) 399-8202 for specific details and to check if there is availability.

End-of-the-Year Tax-Savings Strategies - Lunch & Learn (1)

As the end of the year approaches, there may be strategies that may help you save on taxes. Abbas Danesh will discuss tax-loss harvesting, QCDs (Qualified Charitable Donations), and other options. Please pick one date and time and call Evan at (860) 399-8202 to R.S.V.P.

Important Items You Need To Know About Your IRA/401(K) 4

Please join your host Jason Carrier for a presentation and dinner especially designed for retirees or those retiring soon. He will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk and help reduce your tax burden.

Important Items you need to Know about your IRA/401(K) 3

Please join your host Jason Carrier for a presentation and dinner especially designed for retirees or those retiring soon. He will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk and help reduce your tax burden.

Retirement Preparation 101

Please join your host Jason Carrier for a presentation and dinner especially designed for retirees or those retiring soon. He will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk and help reduce your tax burden. 

Retirement Preparation 101

Please join your host Jason Carrier for a presentation and dinner especially designed for retirees or those retiring soon. He will reveal the latest proven techniques and strategies to help you preserve your capital, get more income, decrease your risk and help reduce your tax burden.

Important Changes to Your RMD

With most retirement accounts, once you reach a certain age, you’ve got to take what’s called an annual required minimum distribution (RMD). This means you take a payout from your IRA, 401(k) or other retirement account. The required amount is calculated based on your age and the account balance. In this Webinar you will learn the tools to be sure you are taking your RMDs in the right accounts.

Important Items you need to Know about your IRA/401(K) 2

Important Items You need to Know about your IRA/401k 1

Tax Savings Strategies Workshop

End-of-the-Year Tax Savings Strategies

Bring-a-Friend Dinner Workshop

Bring-a-Friend Dinner Workshop

RMD Workshop

Required Minimum Distributions (RMDs)

Medicare--Which Plan is Right for You?

Medicare Workshop

The ABCs of Bonds

Bond Workshop