Prior Events


Protecting Your Data: Aware and Prepared

Scammers use clever techniques to steal personal information and data. Learn some industry best practices for protecting yourself, your family, and your finances. Please join us as Sheridan Culhane, from MFS® Investment Management, helps us learn to identify scams.

Topics include:

  • The major threats and attacks out there
  • Proactive ways to protect yourself and your loved ones
  • Steps you can take if you become a victim
  • Click the image below to view the presentation:

    Cyber Security Thumbnail


Organizing Your Financial Life

Is it time to organize your finances? Please join our webinar to learn how to organize and take control of your financial life. This will be a conversation about ensuring individuals set themselves up for a successful financial future.

Topics include:

  • Getting organized
  • Spending and budgeting
  • IRAs and Roth IRAs
  • Mortgages and refinancing
  • Student loan debt
  • Credit reports and FICO scores
  • Click the image below to view the presentation:

    Financial Life Thumbnail


Securing Your Retirement: Transforming Social Security into a Winning Retirement Strategy

Are you or someone you know approaching retirement? It is important to understand the role that Social Security benefits can and should play in your overall retirement income plan. Please join us as BlackRock® presents: Securing Your Retirement — Transforming Social Security into a Winning Retirement Strategy.

Topics include:

  • How Social Security benefits work for you and your spouse
  • When and how to start receiving Social Security benefits
  • Opportunities to increase your benefits throughout retirement

Please contact our office for a recording of the presentation.

Making Medicare Work for You

Are you or someone you know approaching age 65 and interested in learning more about Medicare? Please join us as BlackRock® presents: Making Medicare Work for You.

Topics include:

  • Medicare Parts A, B, C, and D
  • Basic Medicare with Medigap vs. Medicare Advantage
  • The costs

When: Thursday, September 7, 2023, 6 pm EST
Where: Microsoft Teams

Savvy Women, Smart Investors

Your financial decisions today help set you up for your future. Grab your friends and join us for the seminar: “Savvy Women, Smart Investors,” where we’ll cover financial matters relevant to you and how to balance current needs and long-term goals, like retirement and caring for loved ones. You’ll leave equipped with the knowledge and confidence to take your financial journey — wherever you may want to go.

Topics include:

  • Looking at women’s financial concerns during the early, mid, and later life stages
  • How to navigate the complexities of middle life stage including career moves, caregiving, and saving for education and retirement
  • How to raise financially independent kids
  • Preparing for the retirement resources you will have, and how you can make the most of them

When: Wednesday, October 25, 2023, at 6 PM Eastern Time
Where: Caloroso Eatery & Bar, Shelton, CT