Events

planningWISE Wealth is committed to helping you experience greater clarity around personal finance and investing so that you can enjoy more financial confidence and a greater sense of calm. All of these events are designed to inform and inspire, and along the way we'll have some fun, too! 

Please note that unless otherwise indicated all events are held in our 760 Hopmeadow Street office in downtown Simsbury

TO SEE PROGRAM TOPICS FROM THE PAST, CLICK HERE! 

 

Retirement Ready Book Club - General 1

April 24, 2018

4:30p - 5:45p Eastern Standard Time

CHAPTERS 1 THROUGH 4 A series of 3 sessions centered around "Control Your Retirement Destiny: Achieving Financial Security Before The Big Transition". This highly acclaimed book on retirement planning by Dana Anspach, CFP®, RMA is used by industry professionals, educators and individual investors alike, and will be our guide through this series. We will review the first 4 chapters during this session, covering the material with plenty of opportunities for questions. Please plan to read (or at least skim!) through the chapters we'll be discussing ahead of time. This program is sponsored by the Simsbury Public Library and the sessions will be held there. Attendees should plan to use one of the Library's copies or purchase their own through Kindle, Amazon or other book store. Dana is a nationally recognized expert on retirement income planning, and is also the author of "Social Security Sense: A guide to claiming benefits for those age 60-70".

 

Women's Retirement Ready Book Club - 1

April 26, 2018

6:45p - 8:00p Eastern Standard Time

CHAPTERS 1 THROUGH 4 A series of 3 sessions especially for women 50+ centered around "Control Your Retirement Destiny: Achieving Financial Security Before The Big Transition". This highly acclaimed book on retirement planning by Dana Anspach, CFP®, RMA is used by industry professionals, educators and individual investors alike, and will be our guide through this series. We will review chapters 1 through 4 during this session, covering the material with plenty of opportunities for questions. Please plan to read (or at least skim!) through the chapters we'll be discussing ahead of time. This program is sponsored by the Simsbury Public Library and the sessions will be held there. Attendees should plan to use one of the Library's copies or purchase their own through Kindle, Amazon or other book store. Dana is a nationally recognized expert on retirement income planning, and is also the author of "Social Security Sense: A guide to claiming benefits for those age 60-70".

 

Retirement Ready Book Club - General 2

May 22, 2018

4:30p - 5:45p Eastern Standard Time

CHAPTERS 5 THROUGH 8 A series of 3 sessions centered around "Control Your Retirement Destiny: Achieving Financial Security Before The Big Transition". This highly acclaimed book on retirement planning by Dana Anspach, CFP®, RMA is used by industry professionals, educators and individual investors alike, and will be our guide through this series. We will review chapters 5 through 8 during this session, covering the material with plenty of opportunities for questions! Please plan to read (or at least skim!) through the chapters we'll be discussing ahead of time. This program is sponsored by the Simsbury Public Library and the sessions will be held there. Attendees should plan to use one of the Library's copies or purchase their own through Kindle, Amazon or other book store. Dana is a nationally recognized expert on retirement income planning, and is also the author of "Social Security Sense: A guide to claiming benefits for those age 60-70".

 

Women's Retirement Ready Book Club - 2

May 24, 2018

6:45p - 8:00p Eastern Standard Time

CHAPTERS 5 THROUGH 8 A series of 3 sessions especially for women 50+ centered around "Control Your Retirement Destiny: Achieving Financial Security Before The Big Transition". This highly acclaimed book on retirement planning by Dana Anspach, CFP®, RMA is used by industry professionals, educators and individual investors alike, and will be our guide through this series. We will review chapters 5 through 8 during this session, covering the material with plenty of opportunities for questions. Please plan to read (or at least skim!) through the chapters we'll be discussing ahead of time. This program is sponsored by the Simsbury Public Library and the sessions will be held there. Attendees should plan to use one of the Library's copies or purchase their own through Kindle, Amazon or other book store. Dana is a nationally recognized expert on retirement income planning, and is also the author of "Social Security Sense: A guide to claiming benefits for those age 60-70".

 

Retirement Ready Book Club - General 3

June 19, 2018

4:30p - 5:45p Eastern Standard Time

CHAPTERS 9 THROUGH 13 A series of 3 sessions centered around "Control Your Retirement Destiny: Achieving Financial Security Before The Big Transition". This highly acclaimed book on retirement planning by Dana Anspach, CFP®, RMA is used by industry professionals, educators and individual investors alike, and will be our guide through this series. We will review chapters 9 through 13 during this session, covering the material with plenty of opportunities for questions. Please plan to read (or at least skim!) through the chapters we'll be discussing ahead of time. This program is sponsored by the Simsbury Public Library and the sessions will be held there. Attendees should plan to use one of the Library's copies or purchase their own through Kindle, Amazon or other book store. Dana is a nationally recognized expert on retirement income planning, and is also the author of "Social Security Sense: A guide to claiming benefits for those age 60-70".

 

Women's Retirement Ready Book Club - 3

June 21, 2018

6:45p - 8:00p Eastern Standard Time

CHAPTERS 9 THROUGH 13 A series of 3 sessions centered around "Control Your Retirement Destiny: Achieving Financial Security Before The Big Transition". This highly acclaimed book on retirement planning by Dana Anspach, CFP®, RMA is used by industry professionals, educators and individual investors alike, and will be our guide through this series. We will review chapters 9 through 13 during this session, covering the material with plenty of opportunities for questions. Please plan to read (or at least skim!) through the chapters we'll be discussing ahead of time. This program is sponsored by the Simsbury Public Library and the sessions will be held there. Attendees should plan to use one of the Library's copies or purchase their own through Kindle, Amazon or other book store. Dana is a nationally recognized expert on retirement income planning, and is also the author of "Social Security Sense: A guide to claiming benefits for those age 60-70".

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