Broker Check

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

June 18, 2024

6:00p - 8:00p

Siena (Smithfield, RI)

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.

June 18, 2024

6:00p - 8:00p

LaBelle Winery (Derry, 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.

June 20, 2024

6:00p - 8:00p

Tony D's Ristorante (New London, 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.

June 26, 2024

6:00p - 8:00p

Siena (Smithfield, RI)

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.

June 27, 2024

6:00p - 8:00p

350 Grill Steak House (Springfield, MA)

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.

June 27, 2024

6:00p - 8:00p

Siena (Smithfield, RI)

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.

June 27, 2024

6:00p - 8:00p

First & Last Tavern Plainville (Plainville, 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.

July 2, 2024

6:00p - 8:00p

350 Grill Steak House (Springfield, MA)

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.

July 2, 2024

6:00p - 8:00p

First & Last Tavern Plainville (Plainville, 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.

July 2, 2024

6:00p - 8:00p

The Homestead (Merrimack, 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.

July 2, 2024

6:00p - 8:00p

The Homestead (Merrimack, 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.

July 10, 2024

6:00p - 8:00p

The Homestead (Merrimack, 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.

Past Events

June 13, 2024

6:00p - 7:00p

Webinar

Top IRA & 401(k) Mistakes to Avoid Live Webinar

Join us for our FREE online presentation and discover how to avoid the critical mistakes that a staggering 80% of IRA owners tend to make.

June 13, 2024

6:00p - 8:00p

Tony D's Ristorante (New London, 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.

June 13, 2024

6:00p - 8:00p

LaBelle Winery (Derry, 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.

June 12, 2024

6:00p - 8:00p

The Boathouse Restaurant (South Hadley, MA)

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.

June 6, 2024

6:00p - 8:00p

The Boathouse Restaurant (South Hadley, MA)

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.

June 4, 2024

6:00p - 8:00p

Coast Guard House - Anchor Room (Narragansett, RI)

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.

June 4, 2024

6:00p - 8:00p

Craft Kitchen (Plantsville, 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.

June 4, 2024

6:00p - 7:00p

Nathanael B. Greene Community Center (Guilford, CT)

Social Security Benefits & Minimize Your Taxes

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.

May 30, 2024

6:00p - 8:00p

Craft Kitchen (Plantsville, 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.

May 30, 2024

6:00p - 7:00p

Nathanael B. Greene Community Center (Guilford, CT)

Social Security Benefits & Minimize Your Taxes

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.

May 30, 2024

6:00p - 7:00p

Webinar

Top IRA & 401(k) Mistakes to Avoid Live Webinar

Join us for our FREE online presentation and discover how to avoid the critical mistakes that a staggering 80% of IRA owners tend to make.

May 29, 2024

6:00p - 8:00p

Coast Guard House - Anchor Room (Narragansett, RI)

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.

May 29, 2024

11:30a - 12:30p

Penny Lane Pub

Penny Lane Pub - Lunch & Learn - Tax Planning and Retirement (Old Saybrook)

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

May 28, 2024

6:00p - 8:00p

Hanover Street Chop House (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.

May 23, 2024

6:00p - 8:00p

Hanover Street Chop House (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.

May 21, 2024

6:00p - 8:00p

Tucker's Restaurant (Southwick, MA)

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.

May 16, 2024

6:00p - 8:00p

Tucker's Restaurant (Southwick, MA)

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.

May 16, 2024

6:00p - 8:00p

Cragin Memorial Library - Norton Room A (Colchester, CT)

Social Security Benefits & Minimize Your Taxes

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.

May 14, 2024

6:00p - 8:00p

Carbone's Prime (Rocky Hill, 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.

May 9, 2024

6:00p - 8:00p

Black Water Grill (Salem, 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.

May 9, 2024

6:00p - 8:00p

Cragin Memorial Library - Norton Room A (Colchester, CT)

Social Security Benefits & Minimize Your Taxes

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.

May 9, 2024

Carbone's Prime (Rocky Hill, 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.

May 7, 2024

6:00p - 8:00p

Flemings Prime Steakhouse - Parkside Room (Providence, RI)

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.

May 2, 2024

6:00p - 8:00p

Flemings Prime Steakhouse - Parkside Room (Providence, RI)

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.

May 1, 2024

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!

May 1, 2024

6:00p - 8:00p

Black Water Grill (Salem, 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.

April 30, 2024

6:00p - 8:00p

Twin Hills Country Club (Longmeadow, MA)

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.

April 25, 2024

6:00p - 8:00p

Twin Hills Country Club (Longmeadow, MA)

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.

April 24, 2024

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!

April 23, 2024

6:00p - 7:00p

Groton Senior Center (Thrive55+ Active Living Center) - Groton, CT

Social Security Benefits & Minimize Your Taxes

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.

April 23, 2024

6:00p - 8:00p

Cafe Fiore (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.

April 23, 2024

6:00p - 8:00p

The Library Wine Bar & Bistro (Wallingford, 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.

April 18, 2024

6:00p - 7:00p

Groton Senior Center (Thrive55+ Active Living Center) - Groton, CT

Social Security Benefits & Minimize Your Taxes

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.

April 18, 2024

6:00p - 8:00p

Cafe Fiore (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.

April 18, 2024

6:00p - 8:00p

The Library Wine Bar & Bistro (Wallingford, 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.

April 17, 2024

6:00p - 8:00p

Bedford Village Inn & Restaurant (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.

April 16, 2024

6:00p - 8:00p

Safehouse Modern Neighborhood Eatery (East Greenwich, RI)

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.

April 11, 2024

6:00p - 8:00p

Bedford Village Inn & Restaurant (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.

April 11, 2024

6:00p - 8:00p

Safehouse Modern Neighborhood Eatery (East Greenwich, RI)

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.

April 9, 2024

6:00p - 8:00p

Chapel Grille - Wine Salon II (Cranston, RI)

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.

April 2, 2024

6:00p - 7:00p

Nathanael B. Greene Community Center - Quonnipaug Room (Guilford, CT)

Social Security Benefits & Minimize Your Taxes

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.

April 2, 2024

6:00p - 8:00p

Chapel Grille - Wine Salon II (Cranston, RI)

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.

April 2, 2024

6:00p - 8:00p

Cafe Amici (Hamden, 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.

March 28, 2024

6:00p - 7:00p

Nathanael B. Greene Community Center - Quonnipaug Room (Guilford, CT)

Social Security Benefits & Minimize Your Taxes

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.

March 28, 2024

6:00p - 8:00p

Chapel Grille - Wine Salon II (Cranston, RI)

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.

March 28, 2024

6:00p - 8:00p

Cafe Amici (Hamden, 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.

March 27, 2024

11:30a - 12:30p

Quattro's Italian Restaurant and Wine Bar (Guilford)

Quattro's Italian Restaurant and Wine Bar Lunch and Learn - Tax Planning in Retirement

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

March 26, 2024

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.

March 26, 2024

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!

March 26, 2024

6:00p - 8:00p

Buckley's Great Steaks (Merrimack, 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.

March 21, 2024

6:00p - 8:00p

Buckley's Great Steaks (Merrimack, 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.

March 21, 2024

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.

March 12, 2024

6:00p - 7:00p

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.

March 12, 2024

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!

March 7, 2024

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.

March 5, 2024

6:00p - 8:00p

LaBelle Winery (Derry, 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.

March 5, 2024

6:00p - 7:00p

Scranton Public Library (Madison, CT)

Social Security Benefits & Minimize Your Taxes

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.

February 29, 2024

6:00p - 8:00p

LaBelle Winery (Derry, 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.

February 29, 2024

6:00p - 7:00p

Scranton Public Library (Madison, CT)

Social Security Benefits & Minimize Your Taxes

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.

February 29, 2024

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!

February 27, 2024

6:00p - 8:00p

Old Lyme Inn (Old Lyme, CT)

Rescheduled - 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.

February 21, 2024

11:30a - 12:30p

Andiamo Italian Cuisine

Andiamo Lunch and Learn - Tax Preparation and Tax Planning

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

February 20, 2024

6:00p - 7:00p

East Lyme Community Center (East Lyme, CT)

Social Security Benefits & Minimize Your Taxes

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.

February 15, 2024

6:00p - 7:00p

East Lyme Community Center (East Lyme, CT)

Social Security Benefits & Minimize Your Taxes

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.

February 13, 2024

6:00p - 8:00p

The Foundry (Manchester, NH)

Empowering Women Financial Event

Exclusive Event for Women: 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 women 56 and older who are retired or planning to retire soon.

February 13, 2024

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!

February 13, 2024

5:30p - 7:00p

Contact the office for more details.

Scranton Sweetheart Soiree - Clients and Friends

Investing in Friendship and Financial Wellness. Join our Scranton Sweetheart Soiree for Retirees!

February 8, 2024

6:00p - 8:00p

The Foundry (Manchester, NH)

Empowering Women Financial Event

Exclusive Event for Women: 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 women 56 and older who are retired or planning to retire soon.

February 8, 2024

6:00p - 8:00p

Old Lyme Inn (Old Lyme, 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.

February 6, 2024

6:00p - 8:00p

Aspen Restaurant & Bar (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.

February 1, 2024

6:00p - 8:00p

Aspen Restaurant & Bar (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.

January 31, 2024

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!

January 31, 2024

11:30a - 12:30p

Penny Lane Pub

Penny Lane Pub Lunch and Learn - Tax Preparation and Tax Planning

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

January 23, 2024

6:00p - 8:00p

Cafe Fiore (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.

January 23, 2024

6:00p - 8:00p

Trattoria Amalfi (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.

January 23, 2024

6:00p - 8:00p

Black Water Grill (Salem, 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.

January 18, 2024

6:00p - 8:00p

Cafe Fiore (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.

January 18, 2024

6:00p - 8:00p

Trattoria Amalfi (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.

January 18, 2024

6:00p - 8:00p

Black Water Grill (Salem, 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.

January 11, 2024

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 12, 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.

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.

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

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 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

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 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

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 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

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 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 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

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 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 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.

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.

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

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 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 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)

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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