Loading Events
  • This event has passed.

« All Events

Asset Preservation Workshop

May 14 @ 6:00 pm - 7:30 pm

Discover the secrets of preserving your wealth and securing your future at our Asset Preservation Workshop. Offered through the AFC (Association of Financial Consultants), an IRS approved 501(c)(3) Non-Profit Organization, this exclusive event will take you on a comprehensive journey through the complexities of post-retirement financial planning.

This enlightening workshop, presented by Cristian Nicolescu, CLTC®, a Certified Financial Fiduciary®, and featuring National Guest Speaker Matthew Dunn, CFEd®, will guide you through proven strategies to avoid the Medicaid trap, eliminate or lower taxes, and significantly increase your spendable income. Retiring doesn’t mean you stop planning for your future; it’s an opportunity to safeguard your hard-earned assets and secure a financially stable, comfortable life for you and your family.

Our workshop offers an enlightening exploration into legal probate trusts, equipping you with the knowledge you need to mitigate market risks and secure your legacy. Whether you’re looking to protect your assets, ensure your heirs avoid a complicated probate process, or gain peace of mind knowing that your wealth is secure, our workshop will provide practical solutions and professional guidance to help you achieve your financial goals. Don’t miss this invaluable opportunity to safeguard your assets and enhance your financial confidence. Register for our Asset Preservation Workshop today!

Event Registration

Register Now


May 14
6:00 pm - 7:30 pm


A Villa Louisa
60 Villa Louisa Rd,
Bolton, CT 06043 United States
+ Google Map


Sunstone Financial Group

Seven Retirement ‘Blunders’ No One Tells You

Get Your Copy Now!