Events

Upcoming Events

2026

  • 07/31/26
  • Annual Client Dinner
  • The Society Room
  • This is a preliminary announcement for informational purposes only. Additional details regarding the event, including any relevant disclosures, will be provided when available.

Tax Free Retirement

  • 06/09/26
  • Class One
  • Tunxis Community College
  • 6:30 – 9:30 PM
  • 06/16/26
  • Class Two
  • Tunxis Community College
  • 6:30 – 9:30 PM

Tax Free Retirement

  • 06/04/26
  • Class One
  • Tunxis Community College
  • 6:30 – 9:30 PM
  • 06/11/26
  • Class Two
  • Tunxis Community College
  • 6:30 – 9:30 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.