Events
Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound financial 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 and seminars are always updated.
Upcoming Events
December 7, 2023
6:00p - 8:00p
Inn at Middletown (Middletown, CT)
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.
Past Events
December 6, 2023
6:00p - 7:00p
On-Line
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!
December 5, 2023
6:00p - 8:00p
The Homestead Restaurant & Tavern (Merrimack, NH)
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.
December 5, 2023
6:00p - 8:00p
Filomena's (Waterford, CT)
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.
November 30, 2023
6:00p - 8:00p
The Homestead Restaurant & Tavern (Merrimack, NH)
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.
November 30, 2023
6:00p - 8:00p
Filomena's (Waterford, CT)
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.
November 28, 2023
6:00p - 7:00p
On-Line
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!
November 28, 2023
11:30a - 12:30p
Penny Lane Pub
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.
November 14, 2023
6:00p - 8:00p
The Coach Stop Restaurant & Tavern (Londonderry, NH)
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.
November 9, 2023
6:00p - 8:00p
Contact the office for more details.
Bring-a-Friend Wine Tasting
Please join us as we discuss current financial conditions, as well as Scranton Financial Group's conservative investment alternatives.
November 9, 2023
6:00p - 8:00p
The Coach Stop Restaurant & Tavern (Londonderry, NH)
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.
November 8, 2023
6:00p - 8:00p
Priam Vineyards (Colchester, CT)
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.
November 8, 2023
6:00p - 7:00p
On-Line
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!
November 8, 2023
6:00p - 8:00p
Puritan - Backroom (Manchester, NH)
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.
November 7, 2023
11:00a - 12:00p
SAFE Building behind Scranton Financial Group
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.
November 2, 2023
6:00p - 8:00p
Aspen Restaurant (Old Saybrook, CT)
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.
November 2, 2023
6:00p - 8:00p
Priam Vineyards (Colchester, CT)
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.
November 2, 2023
6:00p - 8:00p
Puritan - Backroom (Manchester, NH)
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.
November 1, 2023
6:00p - 7:00p
Wallingford Parks and Recreation (Wallingford, CT)
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.
October 31, 2023
6:00p - 7:00p
On-Line
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!
October 26, 2023
6:00p - 7:00p
Wallingford Parks and Recreation (Wallingford, CT)
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.
October 25, 2023
1:00p - 2:00p
SAFE Building behind Scranton Financial Group
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.
October 24, 2023
6:00p - 7:00p
East Lyme Community Center (East Lyme, CT)
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.
October 19, 2023
6:00p - 7:00p
East Lyme Community Center (East Lyme, CT)
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.
October 18, 2023
1:00p - 2:00p
SAFE Building behind Scranton Financial Group
Lunch and Learn - Tax Preparation and Tax Planning
We help clients implement easy yet powerful income tax reduction strategies.
October 17, 2023
6:30p - 7:30p
On-Line
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!
October 17, 2023
6:00p - 8:00p
La Luna Ristorante (Branford, CT)
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.
October 17, 2023
6:00p - 8:00p
Bedford Village Inn - Overlook Room (Bedford, NH)
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.
October 16, 2023
6:00p - 8:00p
NLHS Multi-Magnet Campus
October 14, 2023
12:00p - 1:00p
New London Adult & Continuing Education
October 12, 2023
6:00p - 8:00p
La Luna Ristorante (Branford)
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.
October 12, 2023
6:00p - 8:00p
Bedford Village Inn - Overlook Room (Bedford, NH)
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.
October 11, 2023
6:30p - 7:30p
On-Line
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!
October 11, 2023
1:00p - 2:00p
SAFE Building behind Scranton Financial Group
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.
October 10, 2023
6:00p - 7:00p
Andiamo Italian Cuisine (Mystic, CT)
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.
October 5, 2023
6:00p - 7:00p
Andiamo Italian Cuisine (Mystic, CT)
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.
October 3, 2023
6:00p - 7:00p
E.C. Scranton Memorial Library (Madison, CT)
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.
September 28, 2023
6:00p - 7:00p
E.C. Scranton Memorial Library (Madison, CT)
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.
September 28, 2023
6:00p - 8:00p
Gelston House (East Haddam, CT)
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.
September 27, 2023
1:00p - 2:00p
SAFE Building behind Scranton Financial Group
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.
September 26, 2023
6:00p - 8:00p
Black Water Grill (Salem, NH)
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.
September 26, 2023
6:00p - 8:00p
Stella D'oro (Middletown, CT)
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.
September 21, 2023
6:00p - 8:00p
Stella D'oro (Middletown, CT)
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.
September 21, 2023
6:00p - 8:00p
Black Water Grill (Salem, NH)
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.
September 20, 2023
6:00p - 8:00p
Gelston House (East Haddam, CT)
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.
September 14, 2023
6:00p - 8:00p
Gelston House (East Haddam, CT)
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.
September 12, 2023
6:00p - 8:00p
Luk's Bar and Grill (Hudson, NH)
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.
September 12, 2023
6:00p - 8:00p
Old lyme Inn (Old Lyme, CT)
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.
September 7, 2023
6:00p - 8:00p
Luk's Bar and Grill (Hudson, NH)
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.
September 7, 2023
6:00p - 7:00p
Old lyme Inn (Old Lyme, CT)
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.
August 30, 2023
6:00p - 7:00p
Cragin Memorial Library (Colchester, CT)
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.
August 30, 2023
1:00p - 2:00p
SAFE Building behind Scranton Financial Group
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.
August 29, 2023
6:00p - 7:00p
Coachstop Restaurant & Tavern (Londonderry, NH)
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.
August 24, 2023
6:00p - 7:00p
Cragin Memorial Library (Colchester, CT)
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.
August 24, 2023
6:00p - 7:00p
Coachstop Restaurant & Tavern (Londonderry, NH)
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.
August 22, 2023
6:00p - 7:00p
Cafe Allegre (Madison, CT)
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.
August 17, 2023
6:00p - 7:00p
Cafe Allegre (Madison, CT)
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.
August 15, 2023
6:00p - 7:00p
Groton Senior Center (Groton, CT)
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.
August 10, 2023
6:00p - 7:00p
Groton Senior Center (Groton, CT)
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.
August 8, 2023
6:00p - 7:00p
Fratello's Italian Grille - Events in the Millyard (Manchester, NH)
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.
August 8, 2023
6:00p - 7:00p
Quattro's Italian Restaurant & Wine Bar (Guilford, CT)
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.
August 3, 2023
6:00p - 7:00p
Quattro's Italian Restaurant & Wine Bar (Guilford, CT)
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.
August 3, 2023
6:00p - 7:00p
Fratello's Italian Grille - Events in the Millyard (Manchester, NH)
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.
July 27, 2023
Branford Fire Department (Branford, CT)
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.
July 19, 2023
East Lyme Community Center (East Lyme, CT)
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.
July 18, 2023
Branford Fire Department (Branford, CT)
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.
July 13, 2023
East Lyme Community Center (East Lyme, CT)
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.
July 11, 2023
Steak Loft (Mystic, CT)
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.
July 11, 2023
Bedford Village - Overlook Room (Bedford, NH)
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.
July 6, 2023
Steak Loft (Mystic, CT)
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.
July 6, 2023
Bedford Village - Overlook Room (Bedford, NH)
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.
June 27, 2023
6:00p - 8:00p
Bistro603 (Nashua, NH)
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.
June 27, 2023
Wesleyan University (Middletown, CT)
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.
June 22, 2023
6:00p - 8:00p
Bistro603 (Nashua, NH)
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.
June 22, 2023
Wesleyan University (Middletown, CT)
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.
June 21, 2023
6:00p - 9:00p
Quattro's Italian Restaurant (Guilford, CT)
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.
June 20, 2023
6:00p - 8:00p
Old Lyme Inn (Old Lyme, CT)
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.
June 15, 2023
6:00p - 8:00p
Old Lyme Inn (Old Lyme, CT)
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.
June 13, 2023
6:00p - 8:00p
Esca Restaurant & Wine Bar (Middletown, CT)
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.
June 13, 2023
6:00p - 8:00p
Tuscan Kitchen Salem (Salem, CT)
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.
June 8, 2023
6:00p - 8:00p
Esca Restaurant & Wine Bar (Middletown, CT)
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.
June 8, 2023
6:00p - 8:00p
Tuscan Kitchen Salem (Salem, NH)
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.
June 7, 2023
6:00p - 8:00p
The Gelston House (East Haddam, CT)
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.
June 6, 2023
6:00p - 8:00p
Andiamo Italian Cuisine (Mystic, CT)
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.
June 1, 2023
6:00p - 8:00p
Andiamo Italian Cuisine
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.
June 1, 2023
The Gelston House
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.
May 16, 2023
6:00p - 8:00p
Cafe Allegre
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.
May 11, 2023
6:00p - 8:00p
Cafe Allegre
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.
May 9, 2023
6:00p - 8:00p
La Luna Restaurant
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.
May 4, 2023
6:00p - 8:00p
La Luna 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.
April 26, 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.
April 19, 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.
April 18, 2023
6:00p - 8:00p
Steak Loft Restaurant
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.
April 13, 2023
6:00p - 8:00p
Steak Loft Restaurant
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.
April 11, 2023
1:00p - 2:30p
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 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 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