Seminars


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Understanding Social Security

When: Tuesday, July 15, 2008 - 12:00 - 1:00 pm
Where: Hamilton Sundstrand
One Hamilton Road
Windsor Locks, CT 06096


EH&S Conference Room
Host: Peter Fasino and Brooke Hourigan
Phone: 1-866-712-9172
Directions:  This seminar one of two part seminar will focus on "Understanding Social Security" on the following date:


7/15/2008

Part II will conclude on July 17th

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Cash Management

When: Tuesday, July 15, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
1 Elmcroft Road
Stamford, CT 06926

Conference Room 4C130
Host: Andrew Wigzell
Phone: 866-712-9172
Directions:  This seminar will focus on "Cash Management" on the following date:
July 15, 2008

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Cash Management

When: Wednesday, July 16, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
37 Executive Drive
Danbury, CT 06810

Conference Room CE2003
Host: Dan Ortoli
Phone: 866-712-9172
Directions:  This seminar will focus on "Cash Management" on the following date:

July 16, 2008

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Cash Management

When: Tuesday, July 22, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
27 Waterview Drive
Shelton, CT 06484

Conference Room 2D000
Host: Bette Lynn Paez
Phone: 866-712-9172
Directions:  This seminar will focus on "Cash Management" on the following date:

July 22, 2008

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Focus On: College Funding

When: Thursday, July 24, 2008 - 12:00 - 1:00 pm
Where: Tomra
One Corporate Drive
Suite 710
Shelton, CT 06484
Host: Peter Fasino and Brooke Hourigan
Phone: 866-712-9172
Directions:  This seminar will focus on "College Funding" on the following date:

July 24, 2008

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Understanding Social Security

When: Thursday, July 24, 2008 - 12:00 noon - 1:00 pm
Where: Alstom Power
2000 Day Hill Road
Windsor, CT 06095

Madison Ave. Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Understanding Social Security" on the following date: July 24, 2008. Part 2 will take place on July 31, 2008 and will focus on "Retirement Plan Distribution Strategies."

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Focus On: College Funding

When: Tuesday, August 5, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
37 Executive Drive
Danbury, CT 06810

Conference Room CE2003
Host: Dan Ortoli
Phone: 866-712-9172
Directions:  This seminar will focus on "College Funding" on the following date:

August 5, 2008

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Focus On: College Funding

When: Wednesday, August 6, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
1 Elmcroft Road
Stamford, CT 06926

Conference Room 4C130
Host: Andrew Wigzell
Phone: 866-712-9172
Directions:  This seminar will focus on "College Funding" on the following date:

August 6, 2008

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Focus On: Asset Allocation Seminar

When: Wednesday, August 13, 2008 - 12:00 noon - 1:00 pm
Where: Alstom Power
2000 Day Hill Road
Windsor, CT 06095

Madison Ave. Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Asset Allocation" on the following date: August 13, 2008.

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Focus On: College Funding

When: Tuesday, August 19, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
27 Waterview Drive
Shelton, CT 06484

Conference Room 2D000
Host: Bette Lynn Paez
Phone: 866-712-9172
Directions:  This seminar will focus on "College Funding" on the following date:

August 19,2008

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Focus On Long-Term Care

Protecting Your Health and Your Wealth

When: Wednesday, August 20, 2008 - 12:00 noon - 1:00 pm
Where: Alstom Power
2000 Day Hill Road
Windsor, CT 06095

Madison Ave. Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Long-Term Care" on the following date: August 20, 2008.

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Understanding Social Security

When: Thursday, September 4, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
37 Executive Drive
Danbury, CT

Room 13A02
Host: Dan Ortoli
Phone: 1-866-712-9172
Directions:  This seminar will focus on "Understanding Social Security" on the following date:

9/4/2008 Part I

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Understanding Social Security

When: Tuesday, September 9, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
27 Waterview Drive
Shelton, CT

Room 1B100
Host: Bette Lynn Paez
Phone: 1-866-712-9172
Directions:  This seminar will focus on "Understanding Social Security" on the following date:

9/9/2008 Part I

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Focus On: Asset Allocation Seminar

When: Tuesday, September 9, 2008 - 12:00 noon - 1:00 pm
Where: Ingraham Manor
North Main Street
Bristol, CT 06010

Staff Development Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Asset Allocation" on the following date:

September 9, 2008

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Focus On: Asset Allocation Seminar

When: Tuesday, September 9, 2008 - 2:00 - 3:00 pm
Where: Ingraham Manor
North Main Street
Bristol, CT 06010

Staff Development Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Asset Allocation" on the following date:

September 9, 2008

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Focus On: Asset Allocation Seminar

When: Tuesday, September 9, 2008 - 7:30 - 8:30 am
Where: Ingraham Manor
North Main Street
Bristol, CT 06010

Staff Development Room
Phone: 844-712-9172
Directions:  This seminar will focus on "Asset Allocation" on the following date:

September 9, 2008

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Focus On: College Funding

When: Wednesday, September 10, 2008 - 12:00 - 1:00 pm
Where: Unilever
800 Slyvan Ave.
Englewood Cliffs, NJ 07632

CR-A2 066H
Center Horizon
Host: Andy Wigzell, Bette Lynn Paez
Phone: 866-712-9172
Directions:  This seminar will focus on "College Funding" on the following date:

September 10, 2008

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Focus On: Asset Allocation Seminar

When: Wednesday, September 10, 2008 - 12:00 noon - 1:00 pm
Where: Bristol Hospital
Brewster Road
Bristol, CT 06010

Kennedy Conference Room
Host: Michael Delgallo, Hannah Everard, and Leonel Calderon
Phone: 866-712-9172
Directions:  This seminar will focus on "Asset Allocation" on the following date:

September 10, 2008

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Focus On: Asset Allocation Seminar

When: Wednesday, September 10, 2008 - 2:00 - 3:00 pm
Where: Bristol Hospital
Brewster Road
Bristol, CT 06010

Small Dining Room
Host: Michael Delgallo, Hannah Everard, and Leonel Calderon
Phone: 866-712-9172
Directions:  This seminar will focus on "Asset Allocation" on the following date:

September 10, 2008

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Focus On: Asset Allocation Seminar

When: Wednesday, September 10, 2008 - 7:30 - 8:30 am
Host: Michael Delgallo, Hannah Everard, and Leonel Calderon
Phone: 866-712-9172
Directions:  This seminar will focus on "Asset Allocation" on the following date:

September 10, 2008

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Focus On: Retirement Plan Distributions

This seminar presents basic strategies for receiving retirement plan distributions and evaluating tax alternatives.

When: Thursday, September 11, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
37 Executive Drive
Danbury

Room 13A02
Host: Dan Ortoli
Phone: 1-866-712-9172
Directions:  This seminar will focus on "Retirement Plan Distribution" on the following date:

9/11/2008 Part II

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Focus On: Asset Allocation Seminar

When: Monday, September 15, 2008 - 12:00 noon- 1:00 pm
Where: Alstom Power
2000 Day Hill Road
Windsor, CT 06095

Madison Ave. Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Asset Allocation" on the following date: September 15, 2008.

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Focus On: Retirement Plan Distributions

This seminar presents basic strategies for receiving retirement plan distributions and evaluating tax alternatives.

When: Tuesday, September 16, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
27 Waterview Drive
Shelton, CT

Room 1B100
Host: Bette Lynn Paez
Phone: 1-866-712-9172
Directions:  This seminar will focus on "Retirement Plan Distribution" on the following date:

9/16/2008 Part II

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Understanding Social Security

When: Tuesday, September 16, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
WHQ
Stamford, CT

Room 3B075
Host: Andrew Wigzell
Phone: 1-866-712-9172
Directions:  This seminar will focus on "Understanding Social Security" on the following date:

9/16/2008 Part I

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Understanding Social Security

When: Tuesday, September 16, 2008 - 12:00 noon- 1:00 pm
Where: Pitney Bowes
7 Edmond Road
Newtown, CT 06470

Conference Room "F" Building N2
Host: Dan Ortoli
Phone: 866-712-9172
Directions:  Part 1 of this seminar will focus on "Understanding Social Security" on the following date: September 16, 2008. Part 2 of this seminar will focus on "Retirement Plan Distribution" and be held on September 17, 2008.

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Get Smart About Credit

When: Wednesday, September 17, 2008 - 12:00pm-1:00pm
Where: OAKLEAF
800 Connecticut Blvd
East Hartford, CT 06108

Conference Room TBD
Host: James Martin and Chris Golden
Phone: 1-866-712-9172
Directions:  This seminar will focus on "Get Smart About Credit" on the following date:

September 17, 2008

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Focus On: College Funding

When: Thursday, September 18, 2008 - 12:00 - 1:00 pm
Where: Sikorsky
6900 Main Street
Stratford, CT 06615

Cranford Memorial Conference Room
Host: Peter Fasino and Brooke Hourigan
Phone: 866-712-9172
Directions:  This seminar will focus on "College Funding" on the following date:

September 18, 2008

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Women and Investing

When: Thursday, September 18, 2008 - 12:00pm- 1:00pm
Where: St. Thomas Aquinas
125 Route 340
Sparkill, NY 10976


Sullivan Theatre
Host: Hannah Everard and John Billington
Phone: 1-866-712-9172
Directions:  This seminar will focus on "Women & Investing" on the following date:

September 18, 2008

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Focus On: Retirement Plan Distributions

This seminar presents basic strategies for receiving retirement plan distributions and evaluating tax alternatives.

When: Tuesday, September 23, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
WHQ
Stamford, CT

Room 3B075
Host: Andrew Wigzell
Phone: 1-866-712-9172
Directions:  This seminar will focus on "Retirement Plan Distribution" on the following date:

9/23/2008 Part II

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Focus on: Tax Strategies

When: Tuesday, September 23, 2008 - 12:00 - 1:00 pm
Where: Arch Chemical
501 Merritt 7
Norwalk, CT 06856
Host: Peter Fasino and Brooke Hourigan
Phone: 866-712-9172
Directions:  This seminar will focus on "Advanced Tax Strategies" on the following date:

September 23, 2008

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Women and Investing

When: Tuesday, September 30, 2008 - 12:00 noon - 1:00 pm
Where: Alstom Power
2000 Day Hill Road
Windsor, CT 06095

Madison Ave. Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Women & Investing" on the following date:
September 30, 2008.

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Focus On Long-Term Care

Protecting Your Health and Your Wealth

When: Tuesday, September 30, 2008 - 12:00pm- 1:00pm
Where: Cartus
40 Apple Ridge Road
Danbury, CT 06810
Host: James Ian
Phone: 1-866-712-9172
Directions:  This seminar will focus on " Long Term Care" on the following date"

September 30, 2008

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Focus on: Tax Strategies

When: Tuesday, October 14, 2008 - 12:00 - 1:00 pm
Where: Sikorsky
6900 Main Street
Stratford, CT 06615

Cranford Memorial Conference Room
Host: Peter Fasino and Brooke Hourigan
Phone: 866-712-9172
Directions:  This seminar will focus on "Advanced Tax Strategies" on the following date:

October 14, 2008

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Focus On: Estate Conservation

When: Wednesday, October 15, 2008 - 12:00 noon - 1:00 pm
Where: Alstom Power
2000 Day Hill Road
Windsor, CT 06095

Madison Ave. Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Estate Conservation" on the following date: October 15, 2008.

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Focus on: Investment Fundamentals

When: Wednesday, October 15, 2008 - 12:00 noon - 1:00 pm
Where: Bristol Hospital
Brewster Road
Bristol, CT 06010

Kennedy Conference Room
Host: Leonel Calderon
Phone: 866-712-9172
Directions:  This seminar will focus on "Investment Fundamentals" on the following date:

October 15, 2008

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Focus on: Investment Fundamentals

When: Wednesday, October 15, 2008 - 2:00 - 3:00 pm
Where: Bristol Hospital
Brewster Road
Bristol, CT 06010

Hughes Auditorium Side B
Host: Leonel Calderon
Phone: 866-712-9172
Directions:  This seminar will focus on "Investment Fundamentals" on the following date:

October 15, 2008

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Focus on: Investment Fundamentals

When: Wednesday, October 15, 2008 - 7:30 - 8:30 am
Where: Bristol Hospital
Brewster Road
Bristol, CT 06010

Kennedy Conference Room
Host: Leonel Calderon
Phone: 866-712-9172
Directions:  This seminar will focus on "Investment Fundamentals" on the following date:

October 15, 2008.

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Understanding Social Security

When: Thursday, October 16, 2008 - 12:00 - 1:00 pm
Where: Unilever
800 Slyvan Ave.
Englewood Cliffs, NJ 07632

CR-A2 066H
Center Horizon
Host: Andy Wigzell, Bette Lynn Paez
Phone: 866-712-9172
Directions:  The first part of this seminar will focus on "Understanding Social Security" on the following date: October 16, 2008.

The second part of this seminar will focus on "Retirement Plan Distributions" on the following date: October 23, 2008.

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Focus On: Estate Conservation

When: Thursday, October 16, 2008 - 12:00 - 1:00 pm
Where: Arch Chemical
501 Merritt 7
Norwalk, CT 06856
Host: Peter Fasino and Brooke Hourigan
Phone: 866-712-9172
Directions:  This seminar will focus on "Estate Planning" on the following date:

October 16, 2008

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Cash Management

When: Thursday, October 16, 2008 - 12:00 noon - 1:00 pm
Where: Pitney Bowes
7 Edmond Road
Newtown, CT 06470

Conference Room "F" Building N2
Host: Dan Ortoli
Phone: 866-712-9172
Directions:  This seminar will focus on "Cash Management" on the following date: October 16, 2008.

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Focus on: Investment Fundamentals

When: Thursday, October 16, 2008 - 12:00 noon - 1:00 pm
Where: Ingraham Manor
North Main Street
Bristol, CT 06010

Staff Development Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Investment Fundamentals" on the following date:

October 16, 2008

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Focus on: Investment Fundamentals

When: Thursday, October 16, 2008 - 2:00 - 3:00 pm
Where: Ingraham Manor
North Main Street
Bristol, CT 06010

Staff Development Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Investment Fundamentals" on the following date:

October 16, 2008

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Focus on: Investment Fundamentals

When: Thursday, October 16, 2008 - 7:30 - 8:30 AM
Where: Ingraham Manor
North Main Street
Bristol, CT 06010

Staff Development Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Investment Fundamentals" on the following date:

October 16, 2008

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Focus On: College Funding

When: Tuesday, October 21, 2008 - 12:00pm- 1:00pm
Where: Cartus
40 Apple Ridge Road
Danbury, CT 06810

Conference Room TBD
Host: James Ian
Phone: 1-866-712-9172
Directions:  This seminar will focus on " College Funding" on the following date:

October 21, 2008

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Focus On: Asset Allocation Seminar

When: Wednesday, October 22, 2008 - 12:00 - 1:00 pm
Where: Hamilton Sundstrand
One Hamilton Road
Windsor Locks, CT

Earle Martin Conference Room
Host: Peter Fasino and Brooke Hourigan
Phone: 1-866-712-9172
Directions:  This seminar will focus on "Asset Allocation" on the following date:

10/22/2008

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Focus on: Tax Strategies

When: Wednesday, October 29, 2008 - 12:00 - 1:00 pm
Where: Unilever
800 Slyvan Ave.
Englewood Cliffs, NJ 07632

CR-A2 066H
Center Horizon
Host: Andy Wigzell, Bette Lynn Paez
Phone: 866-712-9172
Directions:  This seminar will focus on "Tax Strategies" on the following date:

October 29, 2008

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Focus On: Estate Conservation

When: Wednesday, November 5, 2008 - 12:00 - 1:00 pm
Where: Sikorsky
6900 Main Street
Stratford, CT 06615

Cranford Memorial Conference Room
Host: Peter Fasino and Brooke Hourigan
Phone: 866-712-9172
Directions:  This seminar will focus on "Estate Conservation" on the following date:

November 5, 2008

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Focus on: Tax Strategies

When: Wednesday, November 5, 2008 - 12:00 noon - 1:00 pm
Where: Alstom Power
2000 Day Hill Road
Windsor, CT 06095

Madison Ave. Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Tax Strategies" on the following date: November 5, 2008.

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Focus on: Tax Strategies

When: Thursday, November 6, 2008 - 12:00 noon - 1:00 pm
Where: Ingraham Manor
North Main Street
Bristol, CT 06010

Staff Development Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Advanced Tax Strategies" on the following date:

November 6, 2008

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Focus on: Tax Strategies

When: Thursday, November 6, 2008 - 2:00 - 3:00 pm
Where: Ingraham Manor
North Main Street
Bristol, CT 06010

Staff Development Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Advanced Tax Strategies" on the following date:

November 6, 2008

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Focus on: Tax Strategies

When: Thursday, November 6, 2008 - 7:30 - 8:30 am
Where: Ingraham Manor
North Main Street
Bristol, CT 06010

Staff Development Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Advanced Tax Strategies" on the following date:

November 6, 2008

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Understanding Social Security

When: Tuesday, November 11, 2008 - 12:00 - 1:00 pm
Where: Sikorsky
6900 Main Street
Stratford, CT 06615

Cranford Memorial Conference Room
Host: Peter Fasino and Brooke Hourigan
Phone: 866-712-9172
Directions:  Part I of this seminar will focus on "Understanding Social Security" on the following date: November 11, 2008

Part II of this seminar will focus on "Retirement Plan Distributions" on the following date: November 13, 2008

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Establishing your Retirement Needs

When: Tuesday, November 11, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
1 Elmcroft Road
Stamford, CT 06926

Conference Room 4C130
Host: Bette Lynn Paez
Phone: 866-712-9172
Directions:  This seminar will focus on "Establishishing your Retirement Needs" on the following date:

November 11, 2008

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Focus On: Estate Conservation

When: Wednesday, November 12, 2008 - 12:00 - 1:00 pm
Where: Unilever
800 Slyvan Ave.
Englewood Cliffs, NJ 07632

CR-A2 066H
Center Horizon
Host: Andy Wigzell
Phone: 866-712-9172
Directions:  This seminar will focus on "Estate Planning" on the following date:

November 12, 2008

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Establishing your Retirement Needs

When: Wednesday, November 12, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
37 Executive Drive
Danbury, CT 06810

Conference Room CE2003
Host: Dan Ortoli
Phone: 866-712-9172
Directions:  This seminar will focus on "Establishing your Retirement Needs" on the following date:

November 12, 2008

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Focus on: Tax Strategies

When: Wednesday, November 12, 2008 - 12:00pm- 1:00pm
Host: James Martin and Chris Golden

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Establishing your Retirement Needs

When: Tuesday, November 18, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
27 Waterview Drive
Shelton, CT 06484

Conference Room 2D000
Host: Andrew Wigzell
Phone: 866-712-9172
Directions:  This seminar will focus on "Establishing Retirement Income Needs" on the following dates:

November 18, 2008

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Focus on: Tax Strategies

When: Tuesday, November 18, 2008 - 12:00 noon - 1:00 pm
Where: Bristol Hospital
Brewster Road
Bristol, CT 06010

Small Dining Room
Host: Hannah Everard
Phone: 866-712-9172
Directions:  This seminar will focus on "Advanced Tax Strategies" on the following date:

November 18, 2008

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Focus on: Tax Strategies

When: Tuesday, November 18, 2008 - 2:00 - 3:00 pm
Where: Bristol Hospital
Brewster Road
Bristol, CT 06010

Small Dining Room
Host: Hannah Everard
Phone: 866-712-9172
Directions:  This seminar will focus on "Advanced Tax Strategies" on the following date:

November 18, 2008

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Focus on: Tax Strategies

When: Tuesday, November 18, 2008 - 7:30 - 8:30 am
Where: Bristol Hospital
Brewster Road
Bristol, CT 06010

Small Dining Room
Host: Hannah Everard
Phone: 866-712-9172
Directions:  This seminar will focus on "Tax Strategies" on the following date:

November 18, 2008

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Women and Investing

When: Tuesday, December 2, 2008 - 12:00 - 1:00 pm
Where: Sikorsky
6900 Main Street
Stratford, CT 06615

Cranford Memorial Conference Room
Host: Peter Fasino and Brooke Hourigan
Phone: 866-712-9172
Directions:  This seminar will focus on "Women, Wisdom & Wealth" on the following date:

December 2, 2008

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Focus on: Tax Strategies

When: Tuesday, December 2, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
1 Elmcroft Road
Stamford, CT 06926

Conference Room 4C130
Host: Bette Lynn Paez
Phone: 866-712-9172
Directions:  This seminar will focus on "Advanced Tax Strategies" on the following date:

December 2, 2008

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Understanding Social Security

When: Tuesday, December 2, 2008 - 12:00 noon - 1:00 pm
Where: Bristol Hospital
Brewster Road
Bristol, CT 06010

Kennedy Conference Room
Host: Hannah Everard, Leonel Calderon, and Michael Delgallo
Phone: 866-712-9172
Directions:  Part I of this seminar will focus on "Understanding Social Security" on the following date: December 2, 2008.

Part II of this seminar will focus on "Retirement Plan Distributions" on the following date: December 9, 2008.

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Focus on: Tax Strategies

When: Wednesday, December 3, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
37 Executive Drive
Danbury, CT 06810

Conference Room CE2003
Host: Dan Ortoli
Phone: 866-712-9172
Directions:  This seminar will focus on "Advanced Tax Strategies" on the following date:

December 3, 2008

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Understanding Social Security

When: Wednesday, December 3, 2008 - 12:00 noon - 1:00 pm
Where: Ingraham Manor
North Main Street
Bristol, CT 06010

Staff Development Room
Phone: 866-712-9172
Directions:  Part I of this seminar will focus on "Understanding Social Security" on the following date: December 3, 2008.

Part II of this seminar will focus on "Retirement Plan Distributions" on the following date: December 10, 2008.

Enroll Now!

Focus on: Tax Strategies

When: Wednesday, December 3, 2008 - 12:00 noon - 1:00 pm
Where: Alstom Power
2000 Day Hill Road
Windsor, CT 06095

Madison Ave. Room
Phone: 866-712-9172
Directions:  This seminar will focus on "Tax Strategies" on the following date: December 3, 2008

Enroll Now!

Focus on: Tax Strategies

When: Tuesday, December 9, 2008 - 12:00 - 1:00 pm
Where: Pitney Bowes
27 Waterview Drive
Shelton, CT 06484

Conference Room 2D000
Host: Andrew Wigzell
Phone: 866-712-9172
Directions:  This seminar will focus on "Advanced Tax Strategies" on the following date:

December 9, 2008

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Focus on: Tax Strategies

When: Tuesday, December 9, 2008 - 12:00 noon - 1:00 pm
Where: Pitney Bowes
7 Edmond Road
Newtown, CT 06470

Conference Room "F" Building N2
Host: Dan Ortoli
Phone: 1-866-712-9172
Directions:  This seminar will focus on "Tax Strategies" on the following date: December 9, 2008.