Whether you’re a basic investor who wants to learn the fundamentals, or you’re an experienced investor looking for sophisticated tools — these wealth and wellbeing events are a must.
Once you’ve mastered your finances at these classes, as a client you’ll get exclusive access to some of the world’s most successful investors and financial traders through our trusted investing partners.
Slay Your Money Demons
Money can be an evil master that peddles the dream of power and unimaginable freedom. At the same time, it can hold us prisoner, play on our weaknesses, crush our spirits, and emotionally manipulate us.
What would it feel like to unshackle ourselves and reframe the conversation around money? How can we choose to reclaim our power and make the impossible, possible?
We’ll enjoy wine, cheese and chocolate tasting, or dessert and coffee—and your guests are always welcome!
Engineering Matters Lunch & Learn
Do I have to outsmart the market to be a successful investor?
Financial markets have rewarded many long-term investors. People expect a positive return on the money they invest, and historically, the equity and bond markets have provided growth of wealth that has more than offset inflation.
Instead of fighting markets, learn how they can work for you.
We’ll enjoy a healthy lunch—and your guests are always welcome!
The Biggest Myths Of Investing
Money is power to do what you want to do — shatter the myths that hold you back from investing success.
Discover how to navigate today's dangerous financial markets and learn the true academic story behind investing so you can work toward financial peace of mind.
Whether you’re a new investor who wants to learn the basics or an experienced investor looking for sophisticated tools— this myth-busting event is for you. Your friends and family will thank you for inviting them!
Atrium Meeting Space, 100 Great Meadow Rd., Wethersfield, CT 06109
Reserve your spot ASAP at (800) 416-1655 or email@example.com. We'll enjoy a healthy snack!
Returns, Returns, Returns
Learn what's involved in getting market rate investment returns and get answers to the 20 Must-Answer Investing Questions.
Connecticut future dates tba
Hammond Iles Learning Center, 102 Halls Rd., Old Lyme, CT 06371
Reserve your seat at (800) 416-1655 or firstname.lastname@example.org.
We’ll enjoy light lunch—and your guests are always welcome!
Understanding 2019 Medicare
If you’re new to Medicare, this presentation is for you! You’ll learn:
- How Medicare works
- Types of Medicare coverage
- How you can buffer your risk
- How to compare plans
- Major differences among plans
- Low-cost variations
- What you should know before buying a Medicare supplement plan
Wednesday, September 18, 2019
6:00pm-7:30pm, Atrium Meeting Space, 100 Great Meadow Road, Wethersfield, CT 06109
You’re welcome to bring a guest. REGISTER TODAY at (800) 416-1655 or email email@example.com
We know how busy you are, so for your convenience, we’ll serve sandwiches and wraps on a variety of freshly baked breads, beverages, and dessert.
Learn to Use the Virtual Vault
The Hammond Iles Virtual Vault keeps all your accounts and documents in one place online, and accessible 24/7. Clients’ family members can sign up for a Virtual Vault membership with no charge or obligation. Attend a workshop to learn how your entire family can begin using this valuable organizational tool.
The Virtual Vault helps you securely store:
- Personal, health care, photos, and legal documents
- Banking information
- Investments and assets
Held weekdays in Old Lyme and Wethersfield, CT. We will walk you through using the Virtual Vault step-by-step, help get your documents securely loaded and help you connect your accounts.
Schedule your personal session TODAY by calling (800) 416-1655 or email firstname.lastname@example.org
You Can Do More That Matters®
An event especially for people who want to build a living legacy, LIVE MORE and GIVE MORE.
Today’s Savvy Investors Use Gifting Strategies to Double the Impact of Their Retirement Accounts
- Learn how to create an income you can’t outlive
- Eliminate taxes on your family inheritance
- Save twice with charitable donations even if you do not itemize deductions on your federal income tax return
- Use income taxes and taxable assets to build a living legacy and Do More That Matters®.
- How the IRS can match your charitable gift
To book this event for your church or group, please call (800) 416-1655 or contact us here.
True Wealth Blueprinting
What money can’t buy & death can’t take away.
Dramatically different from any presentation you may have attended, we’ll talk about the three dimensions of wealth. True Wealth Blueprinting guides you through the process of discovery and action planning. Once complete, you’ll have a personalized guide that will inspire you to take action toward fulfilling your dreams- living a much richer, fulfilling and healthy life.
This presentation is highly motivational and popular with groups – on behalf of employers to their employees, and on behalf of nonprofit organizations to their staff and donors.
We are licensed in over 30 states and travel nationwide to present to groups and conferences.
To book this workshop at a time and place that is convenient for your group, call 1-800-416-1655.
FREE Document Shredding
Bring up to 5 file size boxes of papers and documents for FREE confidential shredding by ProShred Security. Protect yourself from identity theft with this safe, secure opportunity to shred your most confidential documents. Simply drop your documents off at our Wethersfield office during regular business hours to be stored in a secure container for monthly shredding.
Click here for suggested document retention time guideline.