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.
July 7
Tax-Savvy Retirement Planning Event
6:30 pm | Il Palio Restaurant
5 Corporate Drive
Shelton, CT 06484 United States
Shelton, CT 06484 United States
July 9
Tax-Savvy Retirement Planning Event
6:30 pm | Il Palio Restaurant
5 Corporate Drive
Shelton, CT 06484 United States
Shelton, CT 06484 United States
July 28
Tax-Savvy: Master Your Money Moves
6:00 pm | Fairfield University – Marion Peckham Egan School of Nursing Building
1073 N Benson Rd
Fairfield, CT 06824 United States
Fairfield, CT 06824 United States
July 30
Tax-Savvy: Master Your Money Moves
6:00 pm | Fairfield University – Marion Peckham Egan School of Nursing Building
1073 N Benson Rd
Fairfield, CT 06824 United States
Fairfield, CT 06824 United States
Rather meet One-on-One?
Schedule a meeting with a member of our team to create your financial strategy today.