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OUR PORTFOLIO

Retirement Planning Video

A 20 minute portion of one of our Retirement Workshops.

"Re$cuing Your Retirement"

A free workshop sponsored by the Greenwich Commission on Aging at the Greenwich Senior Center. View all images at Greenwichtime.com

Yale Workshop

David Carboni conducted a three-part evening workshop showing a focused view of financial and retirement planning. It addressed a variety of retirement planning issues that helped participants make better financial decisions.

Retirement Education

Dave is available for small groups as well as very large groups interested in acquiring the knowledge and tools to make the absolute best decisions concerning and investment plan with a view to retirement.