860.269.0909

Learn more about our unique

SUMMIT RETIREMENT SOLUTIONS PROCESS

Get the information that can help you live a confident retirement.

ATTEND AN EVENT

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.
Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

UPCOMING EVENTS:

No events currently scheduled. Check back soon for updates.
Tuesday, March 5th & Thursday, March 7th, 2024 – 6:00pm
Social Security & Income Planning Dinner
Max Fish
110 Glastonbury Blvd Glastonbury, CT 06033
Wednesday, January 31st, 2024 – 6:00pm
Baby Boomer Dilemma Movie
Cinepolis Luxury Cinemas
42 S Main St. West Hartford, CT 06107
Rather Meet
ONE-ON-ONE
Schedule a meeting with a member of our team to create your financial strategy today.
Or give us a call at 860.269.0909