Upcoming Workshops
Teacher Workshops
Calling all Connecticut Educators
Pre-Retirement Workshops
with Anthony Assante, Tim Stowell & Bill Sudol
A pre-retirement workshop for teachers with guest speaker Bill Sudol, former Administrator of the Connecticut Teachers’ Retirement Board. We've been working with teachers for 20+ years helping them prepare for retirement, and the number one comment we hear is, "I wish I knew this information sooner!".
Topics Include: Social Security, Working after retirement, Pension options, Healthcare, Buying back years, Supplemental account, Cost of living adjustments, Filing for benefits, etc.
Saturday, April 25
Breakfast Workshop
8:30 am - 12:00 noon
Homewood Suites,
Glastonbury, CT
Wednesday, April 29
Dinner Workshop
4:30 pm - 7:30 pm
Homewood Suites,
Glastonbury, CT
Saturday, May 9
Breakfast Workshop
8:30 am - 12:00 noon
Homewood Suites,
Glastonbury, CT
Wednesday, May 13
Dinner Workshop
4:30 pm - 7:30 pm
Homewood Suites,
Glastonbury, CT
Upcoming Events
From Piggy Banks to Smart Choices (for kids!)
Join us for a workshop honoring Financial Literacy Month
April is Financial Literacy Month, and it’s the perfect time to start important money conversations early. Atlantic Wealth Advisors is hosting a fun, interactive event designed to help your kids and grandkids learn the basics of managing money, from saving and spending to making smart financial decisions. By building healthy financial habits now, we can help the next generation feel confident about their financial future. Join us for an engaging, hands‑on experience that turns financial education into a valuable life skill.
Wednesday, April 15
1:00 - 3:00 PM
701 Hebron Avenue, 3rd Floor, Glastonbury, CT 06033
Fun with Florals Workshop
Create a Mother’s Day arrangement with Rachel of Flower Works
Create a beautiful floral arrangement just in time for Mother’s Day at this hands-on flower arranging workshop, facilitated by Rachel of Flower Works. With close to twenty years of premier wedding and special event design experience, Rachel is known for her curated luxury florals and refreshingly simple approach. She’ll guide you step by step to ensure every bloom is perfectly placed, resulting in a stunning arrangement you’ll be proud to gift or display.
Thursday, May 7
4:30 - 6:30 PM
701 Hebron Avenue, 3rd Floor, Glastonbury, CT 06033
Shred-It Event
Onsite shredding provided by Shred-It
The shredder can take all types of paper, staples are accepted, but not binder clips. They will also accept paperback books, but no binders. WE will be accepting non-perishable items for the Connecticut Food Share. Monetary donations will be matched up to $500 by Atlantic Wealth Advisors. We can only accept checks made out to Connecticut Food Share. Rain or shine, refreshments served.
Saturday, May 16
9:00 AM - 12:00 PM
701 Hebron Avenue,
Glastonbury, CT 06033
The Next Generation of Investors
Presented by Tim Stowell, CFP®, AIF® | Sponsored by Avantis
Join us at Elicit Brewery for an evening of beer, pizza, and trivia. You’ll learn how to invest for each cycle of your financial life.
Thursday, May 21
5:30 - 8:30 PM
Elicit Brewery, 165 Adams St, Manchester, CT 06042
Testimonials
“I can’t say enough fabulous things about AWA! The workshop was excellent and totally worth my time! Later, Tim helped me fill out my social security and TRB forms. He walked me through the entire retirement process. He also was able to help my husband with a 401K, which we needed help managing. My husband was impressed by Tim and his attention to detail and knowledge. He is now our planner officially!”
The statement was provided 1/2/2024 by Jane G. Who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Of all the seminars I have attended, this was BY FAR, the best!! I wish I came 30 years ago!”
The statement was provided 5/20/2023 by Lisa S. Who is a non-client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.