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Breakfast Workshop (600 x 400 px) (1)-1

 

You're Invited!

Join us at the Mark Twain House and Museum in Hartford, CT on Saturday, September 7 at 10AM to attend our "How to Election Proof Your Portfolio" workshop* with the Strategies for Wealth Management team. Bring a guest! After attending the workshop, we will have coffee and light snacks. The museum will be open to all attendees after the workshop. Guests who complete the workshop will be presented with a voucher to be redeemed at the museum for a tour of the Mark Twain House on site.**

Topics Discussed
Retirement Income Planning
Tax Strategies
Social Security Withdrawal Options
Planning for Unexpected Health Care Costs
Market Volatility On Your Nest Egg

Register now! We will call to confirm your registration.

*All attendees must be 50 or older. Please note that if you have attended a live event with us recently, you may not be eligible to attend.

**Vouchers are one per workshop attendee. Workshop attendees must attend the full workshop (approximately 1-1.5 hours) and turn in a completed response sheet at the conclusion of the workshop. Vouchers can be redeemed with the Mark Twain House & Museum for a full tour of the Mark Twain House on site. Tours run daily and are subject to availability as determined by the Mark Twain House. Voucher redemption will be at the discretion of the Mark Twain House & Museum. For more information about when tours are offered, please visit the Mark Twain House & Museum website.

RSVP Here

 

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Insurance products and services are offered through Strategies for Retirement, LLC. Investment advisory services are offered through Stone Wall Money Management, LLC, a Connecticut-registered investment advisor. Both companies are affiliated entities of Strategies for Wealth Management. By contacting Strategies for Wealth Management or an affiliated entity, you may be provided with information regarding the purchase of insurance and investment products. Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. Content contained herein should not be construed as an offer or solicitation for investment advice or for the purchase or sale of any security, insurance, or other investment product. Investments involve the risk of loss, including possible loss of principal. Please consult with a qualified financial, tax, accounting, or legal professional before implementing any ideas or strategies discussed here. Content provided is obtained from sources believed to be reliable but cannot be guaranteed as to its accuracy or completeness.