Events
Attend a Retirement Planning Workshop!
Learn, connect, and plan ahead—Summit’s no-pressure workshops deliver real retirement strategies in a friendly, informative setting.
Retirement Workshops
Request a Spot at an Upcoming Event
Join us for our free, no-obligation retirement planning workshops throughout Connecticut. Each session is designed for learning, not selling—so you get practical strategies and answers to your questions, with zero sales pressure.
March 26th, 2026 – 6:00pm
Retirement Planning Workshop
Discover how to maximize your Social Security and create steady lifetime income. Light refreshments served.
Carbone’s Prime
838 Cromwell Ave, Rocky Hill, CT 06067
838 Cromwell Ave, Rocky Hill, CT 06067
April 7th, 2026 – 6:00pm
Retirement Planning Workshop
Learn strategies to reduce taxes in retirement and make your savings last. Friendly, interactive Q&A.
Corvo Bar and Grill
10 Banner Rd, Moodus, CT 06469
10 Banner Rd, Moodus, CT 06469
Future Events
Check Back Soon for More Information on Upcoming Workshops!
Binn 228 – February 26
Hollow – March 10
Carbone – March 26
Corvo – April 7
Binn 228 – April 21
Hollow – May 5
Carbone – May 19
Corvo – June 9
Binn 228 – June 23
Hollow – July 14
Carbone – July 21
Corvo – August 4
Binn 228 – August 18
Hollow – September 3
Carbone – September 15
Corvo – September 29
Binn 228 – October 6
Hollow – October 20
Carbone – November 3
Request Your Spot
Start Your Journey
Take the Next Step Toward a Confident Retirement
Let’s talk about your goals and create a plan that brings you peace of mind for the years ahead.
Schedule an Initial Free Consultation