Events

Upcoming Events

2025

  • 04/29/25
  • How to Pay for College Seminar
  • Russell Library, Middletown
  • Meeting Room 2, 6:30 – 7:30 PM
  • 05/06/25
  • How to Pay for College Seminar
  • Wallingford Library
  • 6:30 – 7:30 PM
  • 05/13/25
  • How to Pay for College Seminar
  • Farmington Community Center
  • 6:30 – 7:30 PM
  • 05/20/25
  • How to Pay for College Seminar
  • Cheshire Library
  • Moss Room – 6:30 – 7:30 PM
  • 05/27/25
  • How to Pay for College Seminar
  • Canton Community Center
  • Room C – 6:30 – 7:30 PM
  • 07/11/25
  • Save the Date
  • 09/30/25
  • How to Pay for College Seminar
  • North Haven High School
  • 6:00 – 7:30 PM
  • 09/30/25
  • How to Pay for College Seminar
  • Farmington High School
  • 6:30 – 7:30 PM
  • 10/08/25
  • How to Pay for College Seminar
  • Groton- Marine Science Magnet High School
  • 6:30 – 7:30 PM
  • 10/15/25
  • How to Pay for College Seminar
  • The Masters School
  • 6:30 – 7:30 PM
  • 10/22/25
  • How to Pay for College Seminar
  • Simsbury High School
  • 6:30 – 7:30 PM
  • 10/30/25
  • How to Pay for College Seminar
  • Pomperaug High School
  • 6:30 – 7:30 PM
  • 11/05/25
  • How to Pay for College Seminar
  • Thomaston High School
  • 6:30 – 7:30 PM
  • 11/20/25
  • How to Pay for College Seminar
  • Waterford High School
  • 6:00 – 7:30 PM
  • 12/04/25
  • How to Pay for College Seminar
  • Glastonbury High School
  • 6:30 – 7:30 PM

Tax Free Retirement

  • 09/04/25
  • Class One
  • UCONN Waterbury Campus
  • 6:30 – 9:30 PM
  • 09/11/25
  • Class Two
  • UCONN Waterbury Campus
  • 6:30 – 9:30 PM

Tax Free Retirement

  • 09/09/25
  • Class One
  • UCONN Waterbury Campus
  • 6:30 – 9:30 PM
  • 09/16/25
  • Class Two
  • UCONN Waterbury Campus
  • 6:30 – 9:30 PM

Tax Free Retirement

  • 09/16/25
  • Class One
  • University Workshop Goodwin University
  • 6:30 – 9:30 PM
  • 09/23/25
  • Class Two
  • University Workshop Goodwin University
  • 6:30 – 9:30 PM

Tax Free Retirement

  • 09/25/25
  • Class One
  • University Workshop Goodwin University
  • 6:30 – 9:30 PM
  • 10/02/25
  • Class Two
  • University Workshop Goodwin University
  • 6:30 – 9:30 PM

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

If you would like to learn more, please contact a member of our team.

Securities and advisory services are offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA / SIPC. Vaylark Financial Services and IFG are unaffiliated entities.

The IFG registered representatives associated with this website may only discuss securities or transact business with persons who are residents of AL, CA, CT, FL, GA, MA, ME, NC, NH, NM, NV, NY, OH, RI, SC, TN, VA and Washington, DC.

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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.