Please Join Us For Dinner at Il Palio Ristorante

 In Event


It is our pleasure to invite you to join us for dinner at Il Palio Ristorante, accompanied by a financial presentation. There are two dates to choose from.

Tuesday, September 17, 2019 at 6:30 pm
Thursday, September 19, 2019 at 6:30 pm

Il Palio Ristorante
5 Corporate Drive, Shelton, CT 06484

  • We will discuss the following topics:
  • The true impact of the Tax Code changes on Connecticut Residents
  • How to potentially overcome the 5 biggest obstacles to a successful retirement
  • How the New Secure Act Bill may impact how you use your retirement savings
  • Shifting from accumulation to income and preservation of assets
  • Social Security – When to claim and how to maximize benefits
  • Don’t make these tax mistakes on your 401k(s) and IRA(s)
  • Ways to reduce market volatility and sustain your retirement savings
  • How hidden fees are eating away at your IRA’s, 401K and mutual funds

Register Today!

Register Here for Tuesday  September 17

Register Here for Thursday September 19