Business and Personal Benefit Planning Group

CONNECT

Address:

2514 Boston Post Rd Ste C-2 Guilford, CT 06437Administration Office
Guilford , CT

Phone:

203-433-4040

Fax/Other:

203-453-0877

Educational Programs Offered

Most of the courese are approximately 1 hour long. 

Workplace Educational Courses: 

We offer educational courses to the private sector to help the employees have a better understanding of financial matters. Our programs are generic and do not discuss or promote specific products.  The course covers; 

  • Risk Management 
  • Cash Management
  • Investment Concepts 
  • Tax Management
  • Retirement Planning 
  • Estate Planning and Asset Protection
  • Social Security Timing and Planning 
  • Medicare Choices 

For more information about Workplace Courses, click title for a short video. 

Benefits For Worksplace Financial Education

Examples of Workplace Financial Course

 

Senior Planning Seminar Series (Elena Goggin)