Retirement Planning Events in Connecticut

Learn Today. Plan Confidently for Tomorrow.

Join Bridgelight Financial Advisors for complimentary educational events designed to help Connecticut individuals and families approaching or enjoying retirement better understand retirement income, tax-efficient strategies, IRA and 401(k) planning, and legacy planning.

Upcoming Events:

Events are only for Adult, first-time attendees ages 50+ with $200k+ in investment assets. Please, no children, agents, or brokers.

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.

November 10
Legacy Planning and Taxes in Retirement
6:30 pm | Il Palio Restaurant 5 Corporate Drive
Shelton, CT 06484 United States
Register
November 12
Legacy Planning and Taxes in Retirement
6:30 pm | Il Palio Restaurant 5 Corporate Drive
Shelton, CT 06484 United States
Register

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Schedule a Meeting

Or give us a call at 203.795.7080.

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