74 Batterson Park Road, Flr. 1
Farmington, CT 06032

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9:00 AM - 1:00 PM

Speaking Engagements

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Speaking Engagements

We have found that in the underserved special needs community, individuals with disabilities and their care teams are hungry for financial advice. We love to listen to your stories and decode money at the same time.

We come to organizations, conferences, and events to give presentations and have conversations about important money-related issues that are of very significant concern to those involved with special needs. These topics include but are not limited to modern money skills, government benefits, retirement planning, estate planning, and education planning. We are always open to new ideas for things to talk about.

We are based in Farmington, Connecticut and happy to travel to you.

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Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Planning Across the Spectrum are separate entities from LPL Financial

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