Upcoming Events:
Join your host, Bill Leavitt, for a complimentary event created for retirees and those nearing retirement. Enjoy an informative presentation covering tax-saving strategies, updated IRA and 401(k) rules, and ways to avoid common retirement planning mistakes. Don’t approach retirement without a second opinion. Reserve your seat today at one of our upcoming dinner seminars or educational events.
February 10
Tax-Savvy Retirement Planning Event
6:30 pm | Il Palio Restaurant
5 Corporate Drive
Shelton, CT 06484 United States
Shelton, CT 06484 United States
February 12
Tax-Savvy Retirement Planning Event
6:30 pm | Il Palio Restaurant
5 Corporate Drive
Shelton, CT 06484 United States
Shelton, CT 06484 United States
February 24
Tax-Savvy: Master Your Money Moves
6:00 pm | Trumbull Library
33 Quality St
Trumbull, CT 0611 United States
Trumbull, CT 0611 United States
February 26
Tax-Savvy: Master Your Money Moves
6:00 pm | Trumbull Library
33 Quality St
Trumbull, CT 0611 United States
Trumbull, CT 0611 United States
March 10
Tax-Savvy Retirement Planning Event
6:30 pm | Il Palio Restaurant
5 Corporate Drive
Shelton, CT 06484 United States
Shelton, CT 06484 United States
March 12
Tax-Savvy Retirement Planning Event
6:30 pm | Il Palio Restaurant
5 Corporate Drive
Shelton, CT 06484 United States
Shelton, CT 06484 United States
Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.