Events

Upcoming Events

2026

  • 01/23/26
  • POZ Dinner
  • Capital Grill Hartford
  • 6:00 – 8:00PM
  • 03/24/26
  • How to Pay for College Seminar
  • West Hartford High School
  • 6:30 – 7:30 PM
  • 04/22/26
  • How to Pay for College Seminar
  • Montville High School
  • 6:30 – 7:30 PM
  • 07/31/26
  • Annual Client Dinner

Tax Free Retirement

  • 01/29/26
  • Class One
  • University Work Shop at UConn - Avery Point
  • 6:30 – 8:30 PM
  • 02/05/26
  • Class Two
  • University Work Shop at UConn – Avery Point
  • 6:30 – 8:30 PM

Tax Free Retirement

  • 02/03/26
  • Class One
  • University Work Shop at UConn – Avery Point
  • 6:30 – 8:30 PM
  • 02/10/26
  • Class Two
  • University Work Shop at UConn – Avery Point
  • 6:30 – 8:30 PM

Tax Free Retirement

  • 02/03/26
  • Class One
  • University Work Shop at University of Saint Joseph
  • 6:30 – 8:30 PM
  • 02/10/26
  • Class Two
  • University Work Shop at University of Saint Joseph
  • 6:30 – 8:30 PM

Tax Free Retirement

  • 02/05/26
  • Class One
  • University Work Shop at University of Saint Joseph
  • 6:30 – 8:30 PM
  • 02/12/26
  • Class Two
  • University Work Shop at University of Saint Joseph
  • 6:30 – 8:30 PM

Tax Free Retirement

  • 04/07/26
  • Class One
  • University Work Shop at Goodwin College
  • 6:30 – 8:30 PM
  • 04/14/26
  • Class Two
  • University Work Shop at Goodwin College
  • 6:30 – 8:30 PM

Tax Free Retirement

  • 04/09/26
  • Class One
  • University Work Shop at Goodwin College
  • 6:30 – 8:30 PM
  • 04/16/26
  • Class Two
  • University Work Shop at Goodwin College
  • 6:30 – 8:30 PM

FOR ALL ZOOM OR ONLINE PRESENTATIONS PLEASE USE THIS LINK: https://us02web.zoom.us/j/8602182048

2025 Market Update and Economic Outlook

Tax Free Retirement and the Power of Zero

Dinner Briefing at Capital Grille Jan 31, 2025

Government spending, national debt and unfunded mandates create a scenario where taxes likely must go up in years to come. Learn why planning for a Tax Free Retirement may be important for every investor to consider. Financial Advisor Charles Wareham breaks down the concepts described in David McKnight’s best selling books “The Power of Zero” and “Tax Free Income for Life” and shows how they apply to clients’ everyday retirement situations and today’s political and economic environment. This dinner presentation was hosted at The Capital Grille Downtown Hartford on January 31, 2025.