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.

Thursday February 26th, 2026 – 6:00pm

Learn in a Comfortable Setting

Binn228 Gastropub

63 Hebron Ave
Glastonbury, CT 06033

Tuesday March 10th, 2026 – 6:00pm

Learn in a Comfortable Setting

The Hollow

Tuesday January 20th, 2026 – 6:00pm
Help Protect Your Retirement Nest Egg & Create Tax Benefits!
Carbone’s Prime

Registration to Open at a Later Date:

12/03/24
12/05/24
12/18/24
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