We deliver Retirement Planning and Financial Planning workshops to help employees make better financial decisions. Decisions we make today have an impact on how we can live in the future. We provide employees with tools, information, and even a dose of motivation, to help them make better financial decisions. Our multidisciplinary background and experience allows us to help employees sort out the key issues surrounding retirement related decisions.
We also write articles on financial and retirement planning for Employer-sponsored Newsletters to educate employees in another format to make better financial decisions. The articles reinforce workshop learning and reach employees unable to attend group sessions.
“Your ability to engage your audience, to be entertaining and yet so effectively deliver the learning content at such a high level is truly an example of educational “best practices”. Each day, I receive emails or share conversations with teachers who stated it was one of the most effective PD days they ever spent in Wallingford. Having spent 34 years in the classroom, I applaud you!”
Andrew Candido, School to Career
Dr. David K. Carboni has been conducting Retirement and Financial/Life Planning Workshops since 1978. With a Ph.D. in the social aspects of retirement (social gerontology) from the University of Connecticut, Dr. Carboni directed a University-based Center on Retirement for 7 1/2 years and served as editor of “Retirement Planning“, the official journal of the International Society for Retirement Planning. Dr. Carboni has also taught courses at several universities.
Author of numerous articles and a book on Retirement issues, Dr. Carboni also has a strong background in financial planning, and holds a certified financial planning (CFP) designation from the College of Financial Planning in Denver, Colorado. Earlier in his career, Dr. Carboni spent six years with a financial planning firm helping clients maximize retirement income. Building from this experience, Dr. Carboni also writes articles for employer newsletters to inform employees on the actions necessary for a successful retirement.
Organizations that have sponsored Dr. Carboni's workshops:
- Connecticut Natural Gas Co.
- Williams College
- Applied Materials (Santa Clara, CA)
- BransonUltrasonics
- Yale University
- BYK Corporation
- BYK-Elantas PDG (St. Louis, MO)
- Skidmore College
- Eastern CT Health Network
- Boston College
- Southern Connecticut Gas Co.
- Amherst College
- The Miller Company
- Greenwich Hospital
- Greenwich Independent Schools
- The Workforce Alliance
- Hampshire College
- Ulbrich Steel Company
- Northrop Grumman Norden Systems
- CT Assoc. of Independent Schools
- Wellesley College
- Brandeis University
- Rye Country Day School
- School of the Holy Child (Rye, NY)
- Berklee College of Music
- Smith College
- Otis Elevator Company
- Lawrence Hospital (Bronxville, NY)
- Crowley Maritime Corporation
- Aerodyne Alloys Corporation
- Memry Corporation
- Fairfield University
- Wesleyan University
- UPS
- Chesebrough Ponds/Unilever
- Harvey Hubbell Corporation
- Pomfret School
- Tufts University
- Babson College
- Kent School
- Quinnipiac University
- Woods Hole Oceanographic Institution
- University of Bridgeport
- Thayer Academy
- Canterbury School
- Fesseden School
- Hackley School
- Norwalk Hospital
- Dedham Country Day School
- Providence College
Since we do not sell any financial products nor represent any financial companies, we can answer questions without hidden agendas. Unfettered by the need to meet sales quotas or generate asset management fees, we are free to address issues from a vareity of perspectives. This allows us to show the advantages and disadvantages of various approaches. Our experience combines financial expertise informed by a multidiscipliary background. Nearly all retirement decisons impact other aspects of our lives, so one decision can affect others in unexpected ways. We're here to help you sort out the process.
In the event you need help in making financial or retirement related decisions, use the Contact Us page to make a request.