Purpose of Meeting
We are a group of local advisors that serve CT, RI, and southern MA. This summer we're offering educational workshops about planning for retirement. We cover topics like common misconceptions about retirement and estate planning, reducing retirement taxes, and financial strategies to increase lifetime income.
Our goal is to provide education and helpful resources to the community. We use A/V hook ups to share information and graphs, as well as print outs for the attendees to take notes on.