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.

Upcoming Events

Drive For Inclusion - Friday, September 6, 2024

11th Annual Charity Golf Event - Proceeds will support the project at 100 West Broad St and inclusive programming in Stonington, CT.

Past Events

Branch Event: May 11, 2024

Annual Document Shredding Event at Wells Fargo Advisors Branch

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

Title: Where do we go from here? 2022 Economy, Portfolio & Planning Discussion

Guest speaker: Brian Winman, Regional Director, Fidelity Institutional Asset Management



Webinar - March 15, 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