Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Seminars hosted by Jim Lambert:

Oct
11
Aetna Essential Elite PPO Medicare Advantage Plan Workshop
6:00 pm | Stratford Public Library
Oct
12
Aetna Dual Plan for those on Low-Income (Medicare Savings Program)
1:00 pm | Milford Senior Center
Oct
17
Aetna Essential Elite PPO Medicare Advantage Plan Workshop
1:00 pm | Orange Senior Center
Oct
20
Aetna Essential Elite PPO Medicare Advantage Plan Workshop
1:00 pm | Milford Senior Center
Nov
03
Medicare Supplement Plan – do I need one? How do they work?
1:00 pm | Milford Senior Center
Nov
08
Aetna Essential Elite PPO Medicare Advantage Plan Workshop
6:00 pm | Stratford Public Library

Have Medicare Supplement Plan Questions? Confused between Medicare Advantage and Medicare Supplement Plans? Then this is the seminar for you. Come, get all your questions answered.

Check back soon for upcoming events!

Watch our past webinars:

Income for Life

Jim Lambert Interview

5 Risks to Retirement

Medicare Options

Create a Pension

Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 203.878.4598.