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.
More Coming Soon!
Upcoming Events
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
Planning with a Purpose Workshop:
Customized Care for Older Adults
Join us for an informative client event where SAGE Solutions will walk through the services they provide, how they support you, and the practical ways they can help navigate important life decisions. They will also discuss how they collaborate with financial advisors and estate attorneys to create a more cohesive planning strategy, with a special focus on preparing for your healthcare future. Understanding these elements can help strengthen your overall financial plan and ensure your wishes are clearly supported every step of the way.
Wednesday, June 17
4-6 PM
701 Hebron Avenue, 3rd Floor
Glastonbury, CT 06033
Why Social Security Matters Webinar:
Utilize your Retirement Benefits
Join us for an informative webinar on why Social Security matters and how understanding your benefits can make a meaningful impact on your financial future. Many investors are unaware of the full range of Social Security benefits available to them. During this session, you’ll learn how to uncover benefits you may be entitled to receive, evaluate different claiming strategies, and identify potential errors that could be costly if left unaddressed. Gain valuable insights to help you make more informed decisions about your retirement planning.
Wednesday, July 15
5-7 PM
Virtual Event
A Grand Slam Evening at the Yard Goats
Join us for an evening at Dunkin’ Park on Wednesday, September 2nd as the Yard Goats take on the Reading Fightin Phils! Enjoy food and drinks on the Party Plaza, along with access to the climate-controlled YG Club and complimentary parking. Game time is 6:30 PM, with Party Deck access beginning at 5:30 PM. We look forward to sharing a fun and relaxing evening with you at the ballpark!
Wednesday, September 2
5:30 PM
Dunkin’ Park
Hartford, CT
Planning Beyond Retirement Workshop:
Insurance & Long-Term Care Strategies
Join us for an informative client event focused on protecting your financial future through thoughtful insurance planning. We’ll cover the importance of regular life insurance reviews, strategies for long-term care (LTC) planning, and advanced ways to leverage cash-value life insurance as part of a broader financial strategy. Gain valuable insights, ask questions, and learn how these tools can help support your long-term goals and provide added confidence for the future.
Thursday, September 24
4-6 PM
701 Hebron Avenue, 3rd Floor
Glastonbury, CT 06033
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.