Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.
Please check back frequently. Workshops will be scheduled soon.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 29, 2023
2:00p - 3:30p
SAFE Building behind Scranton Financial Group
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)?
March 22, 2023
2:00p - 3:30p
SAFE Building behind Scranton Financial Group
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.
March 15, 2023
2:00p - 3:30p
SAFE Building behind Scranton Financial Group
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.
March 8, 2023
2:00p - 3:30p
SAFE Building behind Scranton Financial Group
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.
March 7, 2023
6:00p - 8:00p
Aspen Restaurant
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.
March 1, 2023
2:00p - 3:30p
SAFE Building behind Scranton Financial Group
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.
February 22, 2023
2:00p - 4:00p
SAFE Building behind Scranton Financial Group
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)?
February 15, 2023
2:00p - 4:00p
SAFE Building behind Scranton Financial Group
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.
February 8, 2023
2:00p - 4:00p
SAFE Building behind Scranton Financial Group
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.
February 1, 2023
2:00p - 4:00p
SAFE Building behind Scranton Financial Group
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.
January 25, 2023
2:00p - 4:00p
SAFE Building behind Scranton Financial Group
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)?
January 24, 2023
6:00p - 8:00p
Café Allegre
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.
January 19, 2023
6:00p - 8:00p
Café Allegre
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.
December 1, 2022
11:00a - 1:00p
SAFE Building behind Scranton Financial Group
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
November 17, 2022
2:00p - 4:00p
SAFE Building behind Scranton Financial Group
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
November 10, 2022
2:00p - 4:00p
SAFE Building behind Scranton Financial Group
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
November 10, 2022
11:00a - 1:00p
SAFE Building behind Scranton Financial Group
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.
November 9, 2022
2:00p - 4:00p
SAFE Building behind Scranton Financial Group
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.
November 2, 2022
6:00p - 8:00p
Please contact our office for venue location.
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.
November 2, 2022
11:00a - 1:00p
SAFE Building behind Scranton Financial Group
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.
October 25, 2022
6:00p - 8:00p
Café Allegre
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.
October 20, 2022
6:00p - 8:00p
Café Allegre
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.
September 13, 2022
6:00p - 8:00p
Captain Daniel Packer Inne
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.
September 7, 2022
6:00p - 8:00p
Captain Daniel Packer Inne
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.
July 14, 2022
6:00p - 8:00p
Link to Webinar
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.
June 28, 2022
6:00p - 8:00p
La Foresta Restaurant
June 23, 2022
6:00p - 8:00p
La Foresta Restaurant
November 6 - November 14, 2019
2:00p - 6:00p
S.A.F.E. Building (Behind Scranton Financial Group)
Tax Savings Strategies Workshop
End-of-the-Year Tax Savings Strategies
October 24, 2019
5:30p - 8:00p
Bring-a-Friend Dinner Workshop
Bring-a-Friend Dinner Workshop
October 17 - October 22, 2019
2:00p - 6:00p
RMD Workshop
Required Minimum Distributions (RMDs)
October 16, 2019 - December 5, 2019
6:00p - 7:30p
S.A.F.E. Building (Behind Scranton Financial Group)
Medicare--Which Plan is Right for You?
Medicare Workshop
October 10 - October 15, 2019
2:00p - 6:00p
S.A.F.E. Building (Behind Scranton Financial Group)
The ABCs of Bonds
Bond Workshop