Tim is the numbers guy. He helps you look at your assets and liabilities and come up with a plan to change your financial future.
Marcy is the licensed agent. She can help you to understand the concept, to recapture every dollar you spend and save.
Upcoming Events
| MonMonday | TueTuesday | WedWednesday | ThuThursday | FriFriday | SatSaturday | SunSunday |
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| October 28, 2019 | October 29, 2019 | October 30, 2019 | October 31, 2019 | November 1, 2019 | November 2, 20199:00 am: Private Banking Concepts & Trusts9:00 am: Private Banking Concepts & TrustsNovember 2, 2019 РHampton Inn and Suites, Kilometro 24.8 Carretera Transpeninsular Bv. Cerro Colorado San Jos̩ del Cabo, B.C.S 23400 Mexico This is an amazing opportunity to learn from our experts who believe in helping working Americans -- not just Millionaires -- learn how to do more with their money. The concepts millionaires use are available to most everyone -- but not many are teaching these things to "the 99%." Come learn the basic fundamentals of money and how it can work for you. Bring your friends and enjoy free food and wine! During this workshop, you will explore how to grow your money for things like: Pre-registration is required. Click the link below to register. We hope to see you there! https://www.eventbrite.com/e/private-banking-concept-trusts-tickets-74901952757 |
November 3, 2019 |
| November 4, 2019 | November 5, 2019 | November 6, 2019 | November 7, 2019 | November 8, 2019 | November 9, 20199:00 am: Banking Worth Talking About!9:00 am: Banking Worth Talking About!November 9, 2019 – Flamig Farm 7 Shingle Mill Rd. West Simsbury, CT 06092 Banking Worth Talking About The concepts millionaires use are available to most everyone -- but not many are teaching these things to "the 99%." |
November 10, 2019 |
| November 11, 2019 | November 12, 2019 | November 13, 2019 | November 14, 2019 | November 15, 2019 | November 16, 2019 | November 17, 2019 |
| November 18, 2019 | November 19, 2019 | November 20, 2019 | November 21, 2019 | November 22, 2019 | November 23, 2019 | November 24, 2019 |
| November 25, 2019 | November 26, 2019 | November 27, 2019 | November 28, 2019 | November 29, 2019 | November 30, 2019 | December 1, 2019 |