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13 Results

  • 101 Geopolitics, Economics, Technology and Investment (GETI)

    The world is shifting fast—driven by great-power competition, supply chain disruptions, AI breakthroughs, and major energy transitions. Yet most adults only encounter these forces through scattered headlines. This nonpartisan course offers a clear look at how global geopolitics, economics, technology, and financial markets intersect—and why it matters in everyday life. We'll explore how U.S.–China–Europe tensions reshape trade and jobs, why events in places like the Red Sea or Taiwan Strait affect prices at home, and how technologies like AI, semiconductors, and clean energy are shifting global power. Participants will learn to interpret the news with more clarity, understand key regions and alliances, and connect global trends to real-world issues like housing and retirement. The course is: * Non-partisan and educational. We study geopolitics, not party politics. * Respectful and discussion-driven. Participants are encouraged to share perspectives, ask questions, and connect material to their own experiences. * Future-focused. Our goal is not to predict the future precisely, but to help you think more clearly about possible futures.
  • 102 Geopolitics, Economics, Technology and Investment (GETI)

    A Continuation of the 101 course Geopolitics, Economics, Technology, and Investments (GETI) – GETI 102 is focused on real-time current events and trends related to geopolitics, economics, technology, and investment. Who should attend: Individuals who have successfully completed the 101 course Geopolitics, Economics, Technology, and Investments (GETI).
  • ABC's of Government Benefits for Your Loved One with Special Needs

    Learn how to navigate and maximize government benefits for your loved one. This course covers qualification, management, and preservation of programs such as SSI, SSDI, Medicaid, Medicare, and the ABLE Act. Gain practical guidance to ensure your family receives the support they need while protecting long-term resources.
  • ABC's of Planning for the Future of Your Loved One with Special Needs

    Prepare for the future of a child or dependent with special needs by exploring essential topics such as special needs trusts, guardianship, government benefits (SSDI, SSI, Medicaid, Medicare), ABLE accounts, financial planning, and letters of intent. Gain practical strategies to protect benefits, ensure financial security, and support lifelong care and quality of life.
  • Aging in Place: How to Protect Assets and Stay at Home

    Connecticut is one of the top 3 states with the highest nursing home and long-term care costs, making it essential to protect what you've worked hard for—ideally while staying in your own home. In this program, we will help you understand how to safeguard your assets and position yourself to age in place. Learn about Medicaid and other state public benefits, as well as strategies for married and single individuals to protect their assets. All participants will receive an informational booklet on long-term care planning, crafted by our estate planning and elder law firm.
  • Financial Strategies for Successful Retirement

    Designed for retirees or those planning to retire within 5-10 years, this three-session program offers practical strategies to generate a steady income, protect assets, reduce taxes, and provide a more confident retirement. Learn how to optimize employer retirement plans, evaluate lump-sum distributions, and plan for estate taxes. Topics also include annuities, Social Security, Medicare, and investment allocation. Spouses may attend at no additional cost, but must register. Please note, there is no guarantee the strategies discussed will result in investment success. Results are subject to market risk. Securities offered through LPL Financial, Member FINRA/SIPC.
  • Financial Workshop: Reaching Your Goals

    Do you have the information you need to make decisions about your financial goals? In this 4‑week financial workshop, you'll learn key principles of saving and investing, as well as specific strategies to help you reach your long‑term financial goals. We will cover topics such as personal budgeting, the importance of developing an investment strategy, common investing mistakes and how to avoid them, and how to translate your retirement vision into tangible goals. We will also review the basics of estate planning so you can consider the options that make the most sense for your specific situation.
  • Getting Your Estate Plan Right: How to Create the Best Plan for You

    Do you have a strong and up-to-date estate plan? If the answer is ‘no’, this task should be at the top of your to-do list. An estate plan provides a legally documented roadmap to ensure your wishes are followed and your loved ones are cared for if you cannot manage your financial, health, or legal affairs. This session covers key documents such as wills, powers of attorney, advance directives, trusts, and beneficiary designations, explaining their purposes and powers. Learn what happens without a will, how to choose your power of attorney and health care agents, and common estate planning mistakes to avoid. All participants receive an easy-to-understand estate planning guidebook written by our attorneys.
  • Medicare 101- Get the Facts!

    Are you or a loved one about to turn 65? Are you already on Medicare and would like to learn more about your options? Medicare Assurance Group, LLC invites you to attend this course to learn more about Medicare and your health plan options. Learn the differences between Medicare and other health coverage, find out more about Original Medicare, Medicare Supplement Plans, and Medicare Parts A, B, C, & D, and get a better understanding of prescription coverage, enrollment costs, and deadlines. Medicare Assurance Group, LLC is a specialized broker agency offering innovative healthcare consulting and guidance to the Medicare eligible population. This class is designed to be an informational seminar with ample opportunity for individual questions.
  • Outsmart the Scammers

    Protect yourself and those you care about from today’s most common scams. Learn to recognize red flags and avoid fraudulent encounters in this informative seminar. Leave with resources you can turn to in the event you or a loved one are targeted and steps to take now to protect yourself.
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    Savvy Social Security Planning for Baby Boomers

    Social Security rules change frequently, so what you thought you knew may no longer apply. When is the best time to start collecting Social Security? How do you apply, and how do your spouse's benefits affect yours? This course covers the basics of Social Security and how to coordinate it with other retirement income sources. Learn strategies for maximizing your benefits and minimizing taxes on your Social Security. Bring your questions as we explore your options in making this important financial decision. Instruction will be held via "Start Meeting." After registration, participants will receive a confirmation email with the link and instructions.
  • Tax Strategies: Maintain More of Your Own Money Workshop

    You may have heard about the recent new tax policies but how does it connect to your retirement planning? Taxes are an important part of the bigger picture, and our educational workshop is designed to provide clarity. We’ll explore topics such as the history of tax law and recent changes, how taxes can impact retirement planning, concepts for creating a tax-aware legacy, and comparing taxable vs. tax-advantaged investment options. This session provides a broader perspective on how taxes and retirement decisions can work together as part of an overall strategy.
  • What is a Trust and Do I Need One?

    Wondering what trusts are and how they can benefit you? Learn how trusts can help protect your assets, minimize taxes, and provide for your loved ones. In this program, you’ll learn how different types of trusts work, when they may—or may not—be appropriate, and the benefits they offer, including preserving public benefits, supporting beneficiaries with special needs, and potentially avoiding probate. Whether you’re new to trusts or have some familiarity, you’ll leave with a clear, practical understanding of these valuable planning tools. Each participant receives an informational booklet prepared by our estate planning and elder law firm.