Seminars

Gain valuable insights for a secure retirement.

Discover the Keys to a Confident Retirement

Are you curious about how various factors might impact your retirement and the options available to you? We are here to assist you. At our firm, we understand that informed decisions lead to better retirement strategies. That’s why we host complimentary educational dinner seminars aimed at providing retirees and those nearing retirement with the latest insights on crucial topics.

Join us for a delightful gourmet meal (absolutely no-cost) while we discuss essential subjects such as the effects of tax regulations and inflation on your retirement plan, strategies to safeguard your retirement savings against potential market downturns, and much more.

Please Join Us!

Calendar of Events

More Events Coming Soon!

NOVEMBER

Roma Ristorante Italiano
179 Davis Street
Oakville, CT 06779

DECEMBER

Steak Loft Restaurant
27 Coogan Blvd.
Mystic, CT 06355

We Look Forward To Seeing You!

Please call Susan at (860) 400-6022 to register for one of our events!

Our Company

Contact Info

Main Office:
360 Bloomfield Ave.
3rd Floor, Suite 301
Windsor, CT 06096

100 Pearl Street
14th Floor
Hartford, CT 06103

Lee Farm Corporate Park
83 Wooster Heights Rd., Suite 125
Danbury, CT 06810

125 Eugene O’Neil Dr., Suite 140
New London, CT 06320

*Backed by the claims paying ability of the carrier. **Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Mark Sortman/Grady Group Insurance & Financial Services Lic #20359258, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Grady Group Inc.), a SEC Registered Investment Advisor. Insurance products and services are offered through Grady Group Inc. Gibbs Wealth Management, LLC (DBA Grady Group Inc.) and Grady Group Inc. are unaffiliated companies.