Loading Events
  • This event has passed.

« All Events

Retirement Income Planning Workshop

June 26, 2023 @ 6:00 pm - 7:30 pm

Are you nearing retirement and seeking ways to optimize your income and secure a comfortable future? We invite you to join us at our Retirement Income Planning Workshop, offered by the AFC (Association of Financial Consultants), an IRS-approved 501(c)(3) Non-Profit Organization. This event is tailor-made to guide you through the complexities of financial planning as you stand on the cusp of your well-deserved retirement. Presented by Cristian Nicolescu, CLTC®, a Certified Financial Fiduciary®, and enriched by insights from National Guest Speaker Matthew Dunn, CFEd®, this workshop is designed to teach you proven strategies to dodge the Medicaid trap, diminish or even eradicate your taxes, and markedly enhance your spendable income.

As you approach your golden years, uncertainty should be the last thing on your mind. Our workshop provides an in-depth understanding of legal probate trusts, arming you with the essential knowledge to shield yourself from market volatility and ensure the continuity of your legacy. Whether you aim to shield your assets, spare your heirs from a convoluted probate process, or simply to sleep soundly knowing your financial future is in safe hands, our workshop offers pragmatic solutions and expert guidance that are just right for you. Don’t miss out on this golden opportunity to secure your financial future and ensure a peaceful retirement. Book your place in our Retirement Income Planning Workshop today!

Event Registration

Register Now


June 26, 2023
6:00 pm - 7:30 pm


Sunstone Financial Group


Hall Memorial Library
93 Main Street Ellington, CT 06029
Ellington, CT 06029 United States
+ Google Map

Seven Retirement ‘Blunders’ No One Tells You

Get Your Copy Now!