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    Dale A. Frank Financial Group Workshops

    At Dale A. Frank Financial Group, we hold informational workshops for our clients and the greater community that feature information on specific topics. Often, our workshops include guest speakers and special activities as well as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar.

    By attending a seminar or scheduling a meeting, you may be offered information regarding the purchase of insurance and investment products.

    Our Calendar of Events

    The Society For Financial Awareness

    Social Security Opt
    Greenfield Community College, Greenfield, MA
    8/28/19, 8/29/19

    “Retiring in Trump’s America ~ New Tax Law in Place” Seminar

    CONFIRMED RESERVATIONS FOR FIRST TIME ATTENDEES ONLY

    Carbone’s Kitchen, Bloomfield, CT
    9/10/2019, 9/12/2019, or 9/18/2019

    Mill on the River, South Windsor, CT
    11/5/19, 11/7/19, 11/12/19

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    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    Shawn Wrisley offers advisory services through AE Wealth Management, LLC. Dale Frank offers securities through Madison Avenue Securities, LLC. Member FINRA/SIPC. Dale A Frank Financial Group and Madison Avenue Securities are not affiliated companies.

    The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.