Events & Webinars

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 Golf Tournament – Sept 8, 2023


Past Events

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:
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.

- 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

- 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

Contact Us

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