Events
Welcome to our Events page. Here, you'll find information about our upcoming educational seminars and other financial events we host or participate in throughout the year. Each event is thoughtfully designed to provide clients and community members with valuable insights into wealth management, investment strategies, and the latest industry trends. We invite you to join us at these events to deepen your financial knowledge and engage with our team of experienced professionals.
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 13, 2025
6:00p - 7:30p
https://us02web.zoom.us/j/86336098860?pwd=7ekleWaswbao517ni6cnFMrItkntxL.1
How to Pay for College Seminar for St. Paul Catholic High School
Join us for an informative webinar focused on navigating the financial aspects of higher education. In "How to Pay for College," we will cover various funding options, including scholarships, grants, federal and private student loans, work-study programs, and practical budgeting tips. Our experts will discuss application strategies, important deadlines, and resources to make college more affordable for you and your family. Bring your questions and leave empowered to create a smart plan for financing your education.
October 23, 2025
6:30p - 7:30p
https://us02web.zoom.us/j/86217918090?pwd=J4KWxeP6pW02XRlsDsamue5aBFOD77.1
How to Pay for College Seminar for Lyman Memorial High School
Join us for an informative webinar focused on navigating the financial aspects of higher education. In "How to Pay for College," we’ll cover various funding options, including scholarships, grants, federal and private student loans, work-study programs, and practical budgeting tips. Our experts will discuss application strategies, important deadlines, and resources to make college more affordable for you and your family. Bring your questions and leave empowered to create a smart plan for financing your education.
September 25, 2025
6:30p - 7:30p
Cromwell High School
How to Pay for College Seminar for Cromwell High School
Join us for an informative webinar focused on navigating the financial aspects of higher education. In "How to Pay for College," we'll cover various funding options, including scholarships, grants, federal and private student loans, work-study programs, and practical budgeting tips. Our experts will discuss application strategies, important deadlines, and resources to make college more affordable for you and your family. Bring your questions and leave empowered to create a smart plan for financing your education.
September 29, 2023
6:00p - 10:00p
Serenity Woods in New Hartford, CT