Local sessions that take the guesswork out of retirement decisions.

Practical retirement sessions for people preparing for retirement or already retired in Western Massachusetts and Northern Connecticut. You bring the questions, we’ll handle the acronyms.

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Featured Events

You bring the questions, we’ll handle the acronyms.

These sessions give you clear explanations and practical next steps you can use right away, even if you’re still early in your planning.

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Explanations you can actually follow.

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Answers focused on your questions.

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Practical next steps you can apply immediately.

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Retirement Income Planning Workshop

Learn how to turn savings into sustainable retirement income and identify your top planning priorities.

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In-Person

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Starts at 6:00 PM

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East Windsor, CT Office

June

01

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Let's Talk

Let's make one thing clear: your next retirement decision.

There is no obligation or cost to get started. We kick things off with a quick conversation about what matters most to you.

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