New Laws Pertaining to Wills: What Do You Need to Know? featuring presenter Heather Lange, counsel to Brody Wilkinson PC and is a member of the firm's Trusts & Estates Group, presented on Tuesday, January 22, 2013.Presentation by Heather Lange available now.
Retirement Plans: IRA, 401K, 457, 403b, Annuities - Which Ones are Right for You? featuring presenter Rick Bolton, Vice President, North America at Tycoon Systems, a leading developer of business simulations for executive education, presented on Thursday, January 17, 2013.Presentation by Rick Bolton available now.
Mortgage/Housing Options featuring presenter Michael Buchas, a representative of the CT Department of Banking, presented on Tuesday, January 15, 2013.Handout 1&Handout 2
Session 22 of 25: Advanced Investment Products and Techniques featuring presenter Rick Bolton, Vice President, North America at Tycoon Systems, a leading developer of business simulations for executive education, presented on Tuesday, December 4, 2012.Presentation by Rick Bolton available now.
Session 20 of 25: AARP's Decide. Create. Share: Health and Home & Community featuring presenter Erica Michalowski, MSW, Community Outreach Director, AARP CT, presented on Thursday, November 29, 2012.
Session 19 of 25: Personal Finances as You Near Retirement featuring presenter Sheryle McMillan, Regional Director of Education & Community Relations, Money Management International (MMI), presented on Tuesday, November 27, 2012.Presentation by Sheryle McMillan available now.
Session 13 of 25: Basics of an Investment Portfolio featuring Rick Bolton, Vice President, North America at Tycoon Systems, a leading developer of business simulations for executive education, presented on Thursday, October 25, 2012.Presentation by Rick Bolton available now.
Session 12 of 25: Navigating the Medicare Plan Finder featuring presenter Chris Crain, Director of Programs, Southwestern Connecticut Agency on Aging (SWCAA), presented on Tuesday, October 23, 2012.Presentation by Chris Crain available now.
Session 10 of 25: Choosing a Financial Planner featuring A Representative from the Securities Division of the CT Department of Banking, presented on Wednesday, October 17, 2012.
Session 9 of 25: Where There's a Will (or Trust) There's a Way: Estate Planning Basics featuring presenter Heather Lange, serves as counsel to Brody Wilkinson PC and is a member of the firm's Trusts & Estates Group, presented on Tuesday, October 16, 2012.Presentation by Heather Lange available now.
Session 8 of 25: Quicken - What's in Your Wallet? featuring presenter Susan McAteer, CPA, a certified QuickBooks Pro Advisor who specializes in bookkeeping, payroll and tax, presented on Tuesday, October 9, 2012.
Session 7 of 25: Fundamentals of Stocks, Bonds and Mutual Funds featuring presenter Rick Bolton, Vice President, North America at Tycoon Systems, a leading developer of business simulations for executive education, presented on Thursday, October 4, 2012.
Session 6 of 25: Long Term Care Planning: The Missing Link in Retirement Planning featuring presenter Aldo Pantano, Connecticut Partnership Training Program Specialist, Connecticut partnership for Long-Term Care Office of Policy and Management, presented on Tuesday, October 2, 2012. Presentation by Aldo Pantano available now.
Session 5 of 25: ABCs of Estate Planning and Wills featuring Greta E. Solomon, a principal and chair of Cohen and Wolf's Trusts & Estates, Elder Law, and Tax Groups, presented on Thursday, September 27, 2012.
Session 4 of 25: Medicare/Medicaid featuring presenter Chris Crain, Director of Programs, Southwestern Connecticut Agency on Aging (SWCAA), presented on Monday, September 24, 2012. Presentation by Chris Crain available now.
Session 3 of 25: Suddenly Single for Widowed and Divorced featuring presenter Sheryle McMillan, Regional Director of Education & Community Relations, Money Management International (MMI), presented on Thursday, September 20, 2012. Presentation by Sheryle McMillan available now.
Session 2 of 25: Social Security featuring presenter Maria Grice, Public Affairs Specialist, Social Security Administration (SSA), presented on Wednesday, September 19, 2012.
Session 1 of 25: KICKOFF EVENT - Master Your Money: Activate a 5-Step Formula to Build Wealth and Achieve Financial Securityfeaturing Laura Adams is a personal finance expert and author of the award-winning book Money Girl's Smart Moves to Grow Rich, presented on Thursday, September 13, 2012. Presentation by Laura Adams available now.
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