facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

"An investment in knowledge pays the most interest." ~Benjamin Franklin

Join me! Online education-based webinars. New topics added regularly.

In these webinars I review current trends, strategies, and solutions to help you maximize your retirement and financial planning. Learn common mistakes, obstacles, and ideas from my 20 years in helping clients plan their financial future. Bring your questions or email me in advance. 

529s and Beyond - How to plan for college April 20 & 23 12pm  Click Here to Register

Estate Planning in Connecticut April 20 7pm Click Here to Register

Federal Estate and Income Tax Update - Changes, challenges, and opportunities April 27 4pm EST Click Here to Register

My goal is to educate investors on the issues, ideas, and solutions available to help them make their retirement dreams a success. After all, you only want to retire once.  ~Michael

Better outcomes through better planning.