Considering the Severance Plan?


Retirement Empowerment Workshops and Webinars

 

"We'd love the opportunity to have a positive effect on your life...

We believe that when you come to our workshop you’re interested in hearing real solutions. That’s why our workshops focus on empowering you in retirement - with clear information you can use immediately. We’ll share an interactive evening of discussion that’s tailored to your specific decisions. We've worked extensively with employees and retirees of UTC and Lockheed Martin. Please consider spending an evening with us and we promise to answer your toughest questions clearly and honestly."

 

Michael P. Grossman, CFP®, and Carlos M. Henriques, CFP®

 

Topics include: 

  • The use of Roth with a six-figure income in retirement
  • Matching Asset Allocation directly to your retirement plan
  • An opportunity to ask questions of a fiduciary
  • Collaborative approach to your decisions
  • How to plan to spend more while young in retirement

 

Live Workshops

6-9 pm  - Glastonbury, CT

Tuesday, September 25, 2018

Wednesday, October 17, 2018

Thursday, November 15, 2018

 

Live Workshops

6-9 pm  - Rockford, IL

Thursday, October 4, 2018

Wednesday, November 7, 2018

 

                        

                                                                                                            

 

                                                                                      

 

 

Webinars

             7-9 pm EDT-  via Webinar                 

Wednesday, October 3, 2018

Thursday, October 25, 2018

Tuesday, November 13, 2018

9-11 pm EDT-  via Webinar 

Wednesday, October 3, 2018

Tuesday, November 13, 2018

                                   

 

 

Click here to sign up for one of our Workshops or Webinars!

 

Workshop neither sponsored nor endorsed by UTC or Lockheed Martin. Workshop sponsored by AdviceOne Advisory Services LLC.