Events

Social Security: Seven Keys to Enhancing Your Benefits

Social Security plays a vital role in retirement so we are hosting a Social Security: Seven keys to enhancing your benefits webinar presented by Steven Sweeney, Vice President of Advance Markets and Solutions from Allianz Life Insurance Company. 

Market Outlook 2023 Webinar

Our exclusive Market Outlook 2023 hosted by LPL's Chief Economist, Jeffrey Roach, will highlight changes in the economy and how it may impact markets this year.

Beauty and Bucks

Join Kristin Kolat, APRN, Jenny Bergeron, and Don Valentas for an evening of lite fare and cocktails while we discuss aging and preventive beauty treatments. Then learn some simple ways to get your financial house in order. After this fun night we hope you'll leave feeling like the entire package!

Cup of Joe on Us

Managing Your Reaction To Volatility in Your Business and Your Investments

Know Your Financials: Best Practices for Achieving and Maintaining Financial Wellness

Change Your Money Mindset

Do you want to examine how money and our attitude about it impacts our lives, careers and businesses? Join us for Change Your Money Mindset on February 13th.

Strategies to Achieve a Healthy Work-Life Balance

Retirement Planning: For All Ages

Are you wondering how you will pursue your retirement goals? No matter what your age, this class will provide you with insights and techniques that can help you manage your retirement investment plan.

Strategies On Handling Market Volatility

There's a sensible strategy for handling market volatility! Since the 2008-09 financial crisis, the stock market has been moving up but not in a straight line. Periodic bouts of volatility can take an emotional toll on even the calmest retirement investor. Come learn how bear markets occur fairly regularly, and can last 25 months on average, how to recognize the investment risks that contribute to market declines, how to reduce volatility effects using asset allocation, and why diversifying your portfolio and time in the market - not market timing - counts.

SPARC First Round’s On Us

Join us for a SPARC young professional’s networking happy hour. Free to all! Light food and beverages will be provided by our host. Register through the Chamber website below. SPARC is a group of young professionals in the capital city suburbs interested in personal growth, enhancing peer relations, giving back & defying the notion that there is nothing to do in CT.

Empowering the Female Investor

Calling all women! About 1.35 billion of us worldwide participate in the workforce and another billion are forecasted to enter the global economy in the coming decade*. While we control over $29 trillion of global consumer spending, studies have shown that we often lack confidence when it comes to investing**. In addition, we face some unique financial planning challenges throughout our lives, including unpredictable life events. Let s take a deeper dive into many of these potential challenges, discuss methods to address them, and identify ways that we can empower ourselves financially focusing on seven steps for female investors to achieve financial empowerment*** and take control of your finances! *World Bank and Booz Allen October 2016; **Bloomberg as of July 2017; ***Goldman Sachs Asset Management as of August 2017.

Retirement Strategies for Age 45 and Up

If you're age 45 or over, it's time to focus on retirement savings needs, how to estimate Social Security benefits, and the impact of inflation. This talk discusses those realities, outlines different asset allocation strategies, looks at estate planning considerations and tax rules. Join us for this informal, no obligation talk. Registration required as space is limited!

Retirement Strategies for Age 45 and Up

If you're age 45 or over, it's time to focus on retirement savings needs, how to estimate Social Security benefits, and the impact of inflation. This talk discusses those realities, outlines different asset allocation strategies, looks at estate planning considerations and tax rules. Join us for this informal, no obligation talk. Registration required as space is limited!

Women's Financial Literacy

Please contact us for more information!