In an ongoing effort to improve financial education and literacy, we enjoy hosting educational events to help our community gain a better understanding of the financial landscape. Check back often for new events.
Webinar - March 6, 2024 at 1pm
Title: Social Security and Your Retirement.
IMPORTANT PARTICIPANT INFORMATION – The webinar you will be registering for will be hosted by Wells Fargo or an affiliate but will be delivered on a third-pay platform and may include invited non-affiliated guest speakers. Other participants will be able to see your name or image if you provide it when signing into the event. Please review our privacy and security policies: www.wellsfargo.com/privacy-security. Please also review the terms & conditions for the third-party website hosting the event. We have provided this link for your convenience, but do not endorse and are not responsible for the content, links, privacy policy, or security policy of this website.
Drive for Inclusion Golf Tournament – Sept 8, 2023
Webinar - Tuesday July 11, 2023
Title: Alzheimer’s Awareness with Guest Speaker MaryLou Gannotti of the Alzheimer’s Association
IMPORTANT PARTICIPANT INFORMATION. The webinar you will be registering for will be hosted by Wells Fargo or an affiliate, but will be delivered on a third-party platform and may include invited non-affiliated guest speakers. Other participants will be able to see your name or image if you provide it when signing into the event. Please review our privacy and security policies: wellsfargo.com/privacy-security.
Please also review the terms & conditions for the third party website hosting the event. We have provided this link for your convenience, but do not endorse and are not responsible for the content, links, privacy policy, or security policy of this website.
Webinar - Wednesday May 17, 2023
Title: Economic Update
Shred it Event - Saturday April 22, 2023
Truck on site at: Wells Fargo Advisors 86 Dennison Ave. Mystic, CT 06355
Webinar - November 17, 2022
Keys to long term investment success. We discussed “Investment Company of America - an example of Long Term Investing”
Presented by: Alan Sylvestre CFP® CRPC® - Managing Director – Investment Officer & Heather Brissette - Financial Advisor