Explore our community events for this Spring.

How to Protect Your “Stuff” in 3 Easy Steps

March 09, 2016 – 11:30 a.m.

Life is complicated enough; protecting your family shouldn’t be! Come join us for a FREE workshop and see how easy protecting your family can be. Two hours of your time now can save your family months of aggravation in the future. Henry Weatherby, JD, CLU, ChFC, is a member of the Elder Law, Estate Planning and Taxation sections of the Connecticut Bar
Association. He will share his experience and expertise in the areas of:

  • Wills & Trusts
  • Asset Protection
  • Nursing Home Issues
  • Estate Taxes
  • Medicaid Qualifications

If you attend, you will be eligible for a two-hour private consultation to ask questions about your planning choices.

Planning for Your Retirement and Beyond

April 13, 2016 – 11:30 a.m.

People’s retirement needs vary greatly, but everyone has the same goal, a comfortable retirement with some fun along the way. Roger Turner from Covenant Trust, and local Attorney Ed Zito, will share practical ways for you to financially prepare for your retirement, and make your money last. Walk away with valuable tips for a more secure
and enjoyable future.