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.
Defeat Your Money Demons
Whatever your age, it’s never too late to start creating the best plan possible within the time frame and resources available to you. Shift your personal experience with money and investing from scarcity to abundance–so you can live life without obsessing about assets.
As the season full of family get-togethers approaches, you’ll get important insights on how to handle those inevitable conversations and begin sharing your views, hopes and fears surrounding money with the important people in your life.
2019 dates TBA
The Investing Vortex, Engineering Matters
Learn what goes into engineering a prudently designed investment portfolio, why you should adopt an investment strategy that has the highest rate of return for the level of risk you are willing to take, and what’s important about asset categories.
We’ll dive deep into the “black hole” of investing – a trap that can dramatically reduce the rate of return of your portfolio.
2019 dates TBA
Mind Over Money™
Learn tried and true strategies to help you eliminate unnecessary risk, build and preserve wealth, and obtain financial freedom.
You’ll get cutting-edge insights from today’s most advanced teachers in financial wellbeing to boost your investing confidence.
2019 Dates TBA
Reserve your seat at (800) 416-1655 or firstname.lastname@example.org. You’ll receive event details with your confirmation. Light dinner and dessert will be served!
Understanding 2018 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
October 2019 date TBA
11:00am-12:30pm, Hammond Iles Learning Center, 102 Halls Road, Old Lyme, CT 06371
October 2019 date TBA
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
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!
2019 date and time TBA
Reserve your spot ASAP or sign up for the online livestream at (800) 416-1655 or email@example.com. You’ll receive event details with your confirmation. A light lunch and dessert will be served!
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.