Events

RMDs & Taxes: Retirement Planning Live Webinar

Registration is FREE for this exclusive ONLINE event. Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!

Empowering Women Financial Event

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Empowering Women Financial Event

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 55 and older who are retired or planning to retire soon.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

RMDs & Taxes: Retirement Planning Live Webinar

Registration is FREE for this exclusive ONLINE event. Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!

Free Lunch & Learn at Penny Lane Pub - More Retirement Income With or Without Annuities

Join us at Penny Lane Pub in Old Saybrook for a Free Lunch and Learn on maximizing your retirement! Join us for an engaging and informative luncheon designed for area residents aged 56 and older who are retired or planning retirement in the near future. This complimentary event is tailored to equip you with essential insights and strategies to navigate the complexities of retirement in today's economic landscape.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Bring-a-Friend Wine Tasting

Please join us as we discuss current financial conditions, as well as Scranton Financial Group's conservative investment alternatives.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

RMDs & Taxes: Retirement Planning Live Webinar

Registration is FREE for this exclusive ONLINE event. Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Lunch and Learn - Social Security & Minimizing Taxes

Ben Barning will explain how claiming your Social Security benefits at the wrong time could reduce your benefit by up to 57%. Ben will explain the basics of Social Security and reveal strategies that can help to maximize the benefits available to you.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Social Security Workshop

Claiming your Social Security benefits at the wrong time could reduce your benefit by up to 57%. Benjamin Barning is hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize the benefits available to you.

RMDs & Taxes: Retirement Planning Live Webinar

Registration is FREE for this exclusive ONLINE event. Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!

Social Security Workshop

Claiming your Social Security benefits at the wrong time could reduce your benefit by up to 57%. Benjamin Barning is hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize the benefits available to you.

Lunch and Learn - Estate and Legacy Planning

Abbas Danesh will explain the techniques that are available to help protect your assets and your beneficiaries. Plus, he'll walk you through minimizing or possibly eliminating estate taxes, meeting your charitable goals, and transferring your wealth efficiently to the next generation.

Social Security Workshop

Claiming your Social Security benefits at the wrong time could reduce your benefit by up to 57%. Jason Carrier is hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize the benefits available to you.

Social Security Workshop

Claiming your Social Security benefits at the wrong time could reduce your benefit by up to 57%. Jason Carrier is hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize the benefits available to you.

Lunch and Learn - Tax Preparation and Tax Planning

We help clients implement easy yet powerful income tax reduction strategies.

RMDs & Taxes: Retirement Planning Live Webinar

Registration is FREE for this exclusive ONLINE event. Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

New Adult Education - Required Minimum Distributions, Taxes, and Fees in Retirement

New Adult Education - Required Minimum Distributions, Taxes, and Fees in Retirement

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

RMDs & Taxes: Retirement Planning Live Webinar

Registration is FREE for this exclusive ONLINE event. Learn how to help avoid paying a 25% penalty on your RMDs to the IRS!

Lunch and Learn - RMDs And Taxes In Retirement, UPDATED With Secure Act 2.0 Information - December 31st is approaching!

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)? This educational lunch and learn can be an important time to learn of legislative changes to RMDs (and more) passed through Congress last year, especially for those currently taking RMDs or approaching RMD age.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Social Security Workshop

Claiming your Social Security benefits at the wrong time could reduce your benefit by up to 57%. Benjamin Barning and Jason Carrier, are hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize the benefits available to you.

Social Security Workshop

Claiming your Social Security benefits at the wrong time could reduce your benefit by up to 57%. Benjamin Barning and Jason Carrier, are hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize the benefits available to you.

Recession or Recovery - Protect your retirement savings no matter what!

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Lunch and Learn - More Retirement Income With or Without Annuities

Are you concerned about the financial market forecast? Learn how to recover, where to invest, and how to create income.

Top 10 Ways to Improve Your Retirement

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Recession or Recovery, protect your retirement savings no matter what!

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Destress your investment and enjoy your retirement!

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Recession or Recovery - Protect your retirement savings no matter what!

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

More Retirement Income With or Without Annuities

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Retiring in a Recession

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Top 10 Ways to Improve Your Retirement

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Destress your investment and enjoy your retirement!

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Top 10 Ways to Improve Your Retirement

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Social Security Workshop

Claiming your Social Security benefits at the wrong time could reduce your benefit by up to 57%. Benjamin Barning and Jason Carrier, are hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize the benefits available to you.

Lunch and Learn - RMDs And Taxes In Retirement, UPDATED With Secure Act 2.0 Information

What Retirees Need to Know About Managing RMDs and Navigating the Secure Act 2.0.

Retiring in a Recession

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Social Security Workshop

Claiming your Social Security benefits at the wrong time could reduce your benefit by up to 57%. Benjamin Barning and Jason Carrier, are hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize the benefits available to you.

Retiring in a Recession

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Retiring in a Recession

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Retiring in a Recession

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Social Security Workshop

Claiming your Social Security benefits at the wrong time could reduce your benefit by up to 57%. Benjamin Barning and Jason Carrier, are hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize the benefits available to you.

Social Security Workshop

Claiming your Social Security benefits at the wrong time could reduce your benefit by up to 57%. Benjamin Barning and Jason Carrier, are hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize the benefits available to you.

Retiring in a Recession

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Retiring in a Recession

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Retiring in a Recession

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

Retiring in a Recession

Learn how to recover, where to invest, and how to create income. You and a guest are cordially invited to an informational meal event for area residents 56 and older who are retired or planning to retire soon.

CLAIMING YOUR SOCIAL SECURITY BENEFITS AT THE WRONG TIME COULD REDUCE YOUR BENEFIT BY UP TO 57%! (7/27)

Come join your educator Ben Barning for an educational course on how to maximize your social security benefits, minimize your taxes and potentially receive an extra $100,000 in benefits over the course of your lifetime.

How to Maximize Your Social Security Benefits (7/19)

Come join your educator Jason Carrier for an educational course on how to maximize your social security benefits, minimize your taxes and potentially receive an extra $100,000 in benefits over the course of your lifetime.

CLAIMING YOUR SOCIAL SECURITY BENEFITS AT THE WRONG TIME COULD REDUCE YOUR BENEFIT BY UP TO 57%! (7/18)

Come join your educator Jason Carrier for an educational course on how to maximize your social security benefits, minimize your taxes and potentially receive an extra $100,000 in benefits over the course of your lifetime.

How to Maximize Your Social Security Benefits (7/13)

Come join your educator Ben Barning for an educational course on how to maximize your social security benefits, minimize your taxes and potentially receive an extra $100,000 in benefits over the course of your lifetime.

Retiring in a Recession (7/11)

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your host Jason Carrier your presenter a local retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

Retiring in a Recession (NH 7/11)

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your Stacy Colonna your presenter a retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

Retiring in a Recession (07/06)

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your host Ben Barning your presenter a local retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

Retiring in a Recession (NH 7/6)

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your Stacy Colonna your presenter a retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

Retirement in a Recession (NH-6/27)

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your Stacy Colonna your presenter a retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

How to Maximize Your Social Security Benefits (6/27)

Come join your educator Ben Barning for an educational course on how to maximize your social security benefits, minimize your taxes and potentially receive an extra $100,000 in benefits over the course of your lifetime.

Retirement in a Recession (NH-6/22)

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your Stacy Colonna your presenter a retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

How to Maximize Your Social Security Benefits (6/22)

Come join your educator Ben Barning for an educational course on how to maximize your social security benefits, minimize your taxes and potentially receive an extra $100,000 in benefits over the course of your lifetime.

Bring-a-Friend Event (6/21)

An exclusive event for our clients to get a chance to invite there friends and family to join in on an informative dinner hosted by Jason Carrier where he will discuss timely financial topics and concerns about the markets. Please call our office 860-399-8202 to reserve a spot for you and your friend or family member.

Retirement in a Recession (6/20)

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your host Ben Barning your presenter a local retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

Retirement in a Recession (6/15)

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your host Jason Carrier your presenter a local retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

Retirement in a Recession (6/13)

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your host Ben Barning your presenter a local retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

Retirement in a Recession (NH-6/13)

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your Stacy Colonna your presenter a retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

Retirement in a Recession (6/8)

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your host Ben Barning your presenter a local retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

Retirement in a Recession (NH-6/8)

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your Stacy Colonna your presenter a retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

Retirement in a Recession (6/7)

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your host Ben Barning your presenter a local retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

How The New Secure 2.0 ACT Will Impact Retirees and Pre-Retirees in 2023 (6/6)

For those of you who are nearing retirement or retired come join Abbas Danesh your presenter for dinner and he will discuss with you on putting a plan together that satisfies your RMDs, maximizes your Social Security, and provides the kind of reliable income and reasonable growth and portfolio security you need to meet your goals with certainty and peace of mind. 

How The New Secure 2.0 ACT Will Impact Retirees and Pre-Retirees in 2023

For those of you who are nearing retirement or retired come join Abbas Danesh your presenter for dinner and he will discuss with you on putting a plan together that satisfies your RMDs, maximizes your Social Security, and provides the kind of reliable income and reasonable growth and portfolio security you need to meet your goals with certainty and peace of mind. 

Retiring in a Recession

You are cordially invited to an educational event for area residents who are retired or planning to retire soon. Join your host Ben Barning your presenter a local retirement income planner and in this informative event, he will explain to you how to help preserve your capital, decrease your risk, maximize your income and protect and grow your assets. You will leave with valuable information you can act upon immediately.

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 Benjamin Barning 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 Benjamin Barning 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.

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.

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.

Retiring in a Recession

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.

Retiring in a Recession

Please join your host Benjamin Barning 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.

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.

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