Sign Up For Financial Planning Seminars

Our clients’ needs are vital, and we are dedicated to making a positive impact in their lives. As part of our community outreach, we host live Connecticut Financial Planning Seminars and presentations to inform you of the latest investment strategies, smart planning, and alternative investments.

You can learn about Medicare, Social Security, estate and charitable planning with our Connecticut Retirement Planning Seminars and workshops. We teach individuals, groups, on behalf of employers to their employees, and on behalf of nonprofit organizations to their staff and donors. We travel nationwide to present to groups and conferences.

Call us today at (800) 416-1655.



Mind Over Money™ Investing for Success

Bring a few guests and join people just like you who want to take their investing to the next level.

  • “Why aren’t my investments getting the returns I expected?”
  • “What happens if I run out of money in retirement?”
  • “Why aren’t my investments growing faster?"

Get the answers at Mind Over Money™. It’s one of the best Investing Success events you’ll ever experience, and it’s happening:

Wednesday, October 25, 2017 6:00pm-8:30pm

The Atrium Meeting Space, 100 Great Meadow Rd, Wethersfield, CT 06109please RSVP by October 20.

You and your qualified guests* will enjoy inspired small plates by River, a new restaurant on the Connecticut River plus you can enter to win $50 toward concert tickets at the Oakdale Theatre.

RSVP for you and your qualified guests* to (800) 416-1655 or

*You and your guests are qualified if you currently save and invest, want to get on target with your planning for retirement, plus have the time and interest to learn about investing.


Separating Myths: the Story of Investing

Dispel investing myths and learn the academic story of investing to help you navigate today's dangerous financial markets and work toward peace of mind. Invite a few friends and join us for a light lunch or dinner.

Wednesday, October 18, 2017
100 Great Meadow Road, Wethersfield, CT 06109 or

102 Halls Road, Old Lyme, CT 06371

RSVP for you and your guests to (800) 416-1655 or

Save the Investor, Save the World

You invest so you’ll have money to accomplish your life goals, support your family, retire, and realize your dreams. But instead of bringing peace of mind, investments are often littered with complex and confusing information and hidden fees. If you’ve ever worried about returns, not having enough money in retirement, or making sense of all the investing information available, you’ll enjoy this presentation. You’ll learn about investing for market-rate returns powered by Nobel Prize winning research from leading universities, including Dartmouth, Stanford, and University of Chicago. Invite a few friends and join us for a light lunch or dinner.

Wednesday, November 15, 2017

102 Halls Road, Old Lyme, CT 06371 or

100 Great Meadow Road, Wethersfield, CT 06109

RSVP for you and your guests to (800) 416-1655 or

Understanding 2017 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

Old Lyme, CT
Thursday, October 5, 2017
102 Halls Road, Old Lyme, CT 06371

Wethersfield, CT
Thursday, October 12, 2017
100 Great Meadow Road, Wethersfield, CT 06109

You’re welcome to bring a guest. REGISTER TODAY at (800) 416-1655 or email

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
  • Insurance

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

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

2017 dates to be announced. To register or 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.

Register Now on EventBrite

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.

Will You Retire When You Really Want?

Get instant access to five of the Greatest Wealth Creation Strategies with this special report. Gain the insight you need to make better investment decisions.