Events

You've Prepared for Retirement. Now What's Your Plan for Long-Term Care?

Friday, April 24th at Max Fish in Glastonbury, CT
Presented by Dave Corliss - Pacific Life Long-Term Care, Regional Director


Join Bob as he hosts a quarterly client luncheon from 12 - 1:30

Space is limited
RSVP to Melissa Gran
860.266.1466
melissa@ct-fp.com

When: Friday, April 24, 2020 - 12:00 - 1:30pm
Where: 110 Glastonbury Blvd, Glastonbury, CT 06033
Host: Robert E. Tubridy, Jr.
Phone: 860.213.8315
 

Social Security and Medicare Planning

Tuesday, April 28 at TPC River Highlands in Cromwell, CT

Presented by J. Patrick Clunan - Manager, The Learning Center


CT Financial Partners is excited to host this informational seminar for our clients and their guests.

Patrick Clunan is the program manager of the Learning Center, the value-add resource for Columbia Threadneedle Investments. Mr. Clunan is a member of the Learning Center Speaker Bureau, and has been featured as a keynote speaker at numerous national and regional industry conferences. He is known as an advisor to the advisors. He travels the country working with advisors, clients and other financial professionals, offering education and insight into retirement planning strategies and other in-focus topics.

Mr. Clunan recieved his BA in business administration from Saint Michael's College. In addition, he holds the Series 7 and 66 licenses with FINRA.


When: Tuesday, April 28, 2020 - 5:30 - 7:30 PM
Where: TPC River Highlands, One Golf Club Rd, Cromwell, CT 06416
Host: CT Financial Partners
Phone: 8602138315
 

Retirement Income Planning Seminar

Wednesday, May 13, 2020 at the Riverfront Community Center in Glastonbury, CT

Present by Robert E. Tubridy CFP®, ChFC®, MBA


There is no “one size fits all” approach to financial planning and preparing for retirement. Join us as Bob provides strategies for approaching retirement with confidence knowing you are prepared. Topics to include:

  • How do I turn my retirement assets into a paycheck?
  • How do I maximize my social security decision?
  • How do I design my retirement portfolio so that it is properly diversified?
  • What roadblocks do I need to be aware of as my retirement approaches?
  • How much money can I spend in retirement?

This Seminar is open to all, but space is limited
For more information or to RSVP, contact:
Melissa Gran

(860)266-1466
melissa@ct-fp.com

When: Wednesday, May 13, 2020 - 6:00 - 7:00 PM
Where: The Riverfront Community Center, 300 Welles St, Glastonbury, CT 06033
Host: Robert E. Tubridy, Jr.
Phone: 860.213.8315
 

Current Market and Economic Perspectives

Wednesday, May 20th at Max Fish in Glastonbury 

Presented by Tom Rossi - Regional Director, Goldman Sachs and Co.

CT Financial Partners is proud to host this Continuing Education Seminar for Certified Public Accountants and Attorneys

Space is Limited
RSVP to Melissa Gran
860.922.4645
melissa@ct-fp.com

When: Wednesday, May 20, 2020 - 12:00 - 1:30pm
Where: 110 Glastonbury Blvd., Glastonbury, CT 06033
Host: CT Financial Partners
Phone: 860.213.8315
 

Quarterly Client Luncheon - Topic TBD

Friday, July 24th at Max Fish in Glastonbury

RSVP to Melissa Gran
860.266.1466
melissa@ct-fp.com

When: Friday, July 24, 2020 - 12:00 - 1:30pm
Where: 110 Glastonbury Blvd., Glastonbury, CT 06033
Host: Robert E. Tubridy, Jr
Phone: 860.213.8315
 

Annual Economic Forum

Thursday, October 29th at TPC River Highlands in Cromwell, CT

2021 Market Outlook


Join the CT Financial Partners team and a panel of industry experts in an open discussion about important economic questions heading into 2021.

When: Thursday, October 29, 2020 - 6 - 8 PM
Where: TPC River Highlands, One Golf Club Road, Cromwell, CT 06416
Host: CT Financial Partners
Phone: 8602138315