Event Calendar

___

Upcoming Events:

Securing Your Retirement: Special Seminar on Social Security

Tuesday, May 15th, 2010  12 - 1:30pm 

As you approach retirement, it is more important than ever to understand the role that Social Security benefits can and should play in your overall retirement income plan. Join us for an overview of:

• How Social Security benefits work for you and your spouse

• When and how to start receiving Social Security benefits

• Opportunities to increase your benefits throughout retirement

Taking Control: A Financial Management Workshop For Women
Four-session workshop to be held on consecutive Wednesdays in 2012
Specific Dates to be Determined.

For more information, please email admin@pricefinancialgroup.com
 

In addition, Lori will be attending the personal finance group at the Senior Mens' Association of Stamford on the first Thursday of each month.

___

Past Events:

June 16, 2010 - Women's Networking Event. Price Financial Group hosted an evening of local businesswomen, entrepreneurs, clients, and friends. It was a delightful evening in which we enjoyed each others company and learned more about the social connections that exist within the network of PFG. We are looking forward to making this a semi-annual event.

May 19, 2010 - Social Security Workshop. Mr. Robert Rodriguez, a Fairfield County Public Affairs Specialist and a 25 year employee of the Social Security Administration, joined us for a luncheon to speak about Social Security & Medicare. He was informative and a local authority on the topic and we were glad to have him as our guest.

October & November 2009 - Money Monday Mornings. Price Financial Group hosted a series of 5 Eductional Workshops with topics that included: Basics of Investing, Estate Planning, Alternative Investing, Tax Planning, and Variable Annuities.

May 20, 2009 - Women's Luncheon/Client Appreciation event at Tokeneke Beach Club with special guest, Gail Sagel of Beautiful Faces, Wesport, CT. See the photos on our PFG Photos link.

May 30, 2007 - Price Financial Group, LLC hosted a Client Appreciation Workshop at The Tuscan Oven in Norwalk, CT. How Wise Women Can Wind-up Wealthy: A primer for women's financial wellness.

April 26, 2007 - Women and Finance Series at the Bank of New Canaan. "What you need to know about Long Term Care Insurance".

March 1, 2007 - Women and Finance Series at the Bank of New Canaan. "Tax Basics for Women".

  ___

Past Charitable Events:

November 2009 - Lori joined others with her support of Years in the Making, a non-profit organization that is dedicated to preserving the artistic and creative talents of local artists in Westport/Weston. The evening benefit event included a social gathering and screening of the film "Years in the Making: A Journey into Late Life Creativity".

September 2009 - Price Financial Group will be one of the sponsors for the Ladies' Golf Tournament to benefit Swim Across The Sound for breast cancer.

May 15-16, 2009 - Price Financial Group was a sponsor of Relay For Life for the American Cancer Society held at Wilton High School.

September 18, 2008 - Price Financial Group was one of the sponsors for the Star99.9 Ladies' Golf Tournament to benefit Swim Across The Sound for breast cancer. Please call our office for additional information.

September 21, 2008 - Price Financial Group was one of the sponsors for Family ReEntry's benefit Melodies in the Garden. For more information, please visit www.familyreentry.org

May 1, 2008 - Lori participated in a workshop continuing the theme Women: an emerging force in Philanthropy at the Association of Fundraising Professionals monthly meeting

November 5, 2007 – Lori conducted a workshop: Women: an emerging force in Philanthropy at the Association of Fundraising Professionals National Philanthropy Day conference in Trumbull, CT.

November 9, 2007 – Lori attended the Red Cross’s Tiffany Circle event in Westport, CT

September 20, 2007 - Price Financial Group LLC co-sponsored the STAR 99.9 Annual Ladies Golf Tournament to benefit Swim Across the Sound to raise money for breast cancer prevention and research.

September 23, 2007 - Price Financial Group LLC co-sponsored Family ReEntry’s 9th annual “Music in the Garden” Benefit Concert
___

Family ReEntry helps individuals and their families make a successful transition from incarceration to community. Family ReEntry also offers programs for youthful offenders and The Champions Mentoring Program for children of prisoners is designed to provide a safe environment where these special children can share their feelings and concerns, improve their coping skills and enhance their resiliency.

For More Information visit www.familyreentry.org.