Upcoming Events:
Join your host, Bill Leavitt, for a complimentary dinner and an informative presentation designed for retirees or those nearing retirement. Learn tax-saving strategies, new IRA/401(k) rules, and how to avoid common mistakes. Don't face retirement without a second opinion! Sign up for our event today.
May 13
Tax-Savvy Retirement Planning Event
6:30 pm | Il Palio Restaurant
5 Corporate Drive
Shelton, CT 06484 United States
Shelton, CT 06484 United States
May 15
Tax-Savvy Retirement Planning Event
6:30 pm | Il Palio Restaurant
5 Corporate Drive
Shelton, CT 06484 United States
Shelton, CT 06484 United States
June 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
June 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.