Broker Check

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

October 15, 2022 - December 7, 2022

9:00a - 5:00p

Scranton Financial Group

Medicare--Which Plan is Right for You?

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 2, 2022

11:00a - 1:00p

SAFE Building behind Scranton Financial Group

End-of-the-Year Tax-Savings Strategies - Lunch & Learn

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 9, 2022

2:00p - 4:00p

SAFE Building behind Scranton Financial Group

End-of-the-Year Tax-Savings Strategies - Lunch & Learn

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 10, 2022

11:00a - 1:00p

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 that it reflects your current wishes. Please call Evan at (860) 399-8202 to reserve your seat.

Past Events

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)

October 10 - October 15, 2019

2:00p - 6:00p

S.A.F.E. Building (Behind Scranton Financial Group)

The ABCs of Bonds

Bond Workshop

Event Registration


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