Events
Welcome to our Charthouse Events page! Here you can easily reserve your seat for our seminars and client events with just a few clicks. Our firm is built on a philosophy of lifelong learning, and throughout the year we will offer educational events hosted in our Enfield office as well as at area libraries and Senior Centers.
No fancy restaurants. No free steak dinners. Just solid information to help you make better financial decisions.
Our Monthly Newsletter will alert you of new offerings, or you can check out this page to browse through our current and recent events. Please note that while some events will be open to the public, others will be exclusively for Charthouse clients.
We look forward to seeing you soon!
Upcoming Events
July 18, 2026
11:00a - 12:30p
Charthouse Main Office
Demystifying The Roth Conversion
***NOTE: THIS SEMINAR IS FOR CHARTHOUSE CLIENTS ONLY*** It seems like everyone is talking about Roth Conversion these days—but how do you determine if it would be the right move you? . (Please click on the title for full seminar description)
Investment advisory services offered through Alphastar Capital Management, LLC, a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products are offered through Charthouse Financial Group, and Alphastar Capital Management is not involved in the offer, recommendation, sale or management of commission-based fixed Insurance products. Alphastar Capital Management and Charthouse Financial Group are separate and independent entities. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any particular security, investment product or investment strategy.
Past Events
April 25, 2026
11:00a - 12:00p
Charthouse Main Office
Everything You Ever Wanted To Know About Required Minimum Distributions (RMDs)
***NOTE: THIS SEMINAR IS FOR CHARTHOUSE CLIENTS ONLY*** The rules for RMDs have changed in recent years, and have become more complicated than they used to be. (Please click on the title for full seminar description)
April 7, 2026
6:00p - 7:00p
WEST SPRINGFIELD Public Library
Maximizing Your Social Security Benefits - WEST SPRINGFIELD Public Library
***OPEN TO THE PUBLIC TO ATTEND*** It is critical to understand how the Social Security program works in order to get the most you can from your hard-earned benefit. (Click title for more details.)
March 28, 2026
11:00a - 12:00p
Charthouse Main Office
The Giving Tree
***NOTE: THIS SEMINAR IS FOR CHARTHOUSE CLIENTS ONLY*** Many clients struggle with the financial and emotional impacts of giving financial support to adult children who should be financially independent. (Please click on the title for full seminar description)
October 8, 2025
6:00p - 7:00p
ASNUNTUCK Community College
Financial Fitness for Women - ASNUNTUCK Community College
OPEN TO THE PUBLIC - All may attend this seminar Women face unique challenges when planning for retirement--longer expected lifetimes, financial impacts from divorce or the death of a spouse, and legacy planning issues. (Please click the title for a full seminar description)
September 17, 2025
1:00p - 2:00p
ELLINGTON SENIOR CENTER
Avoiding Financial Scams - ELLINGTON Senior Center
OPEN TO THE PUBLIC TO ATTEND: Seniors are the target of choice for scams and financial exploitation--not only by strangers, but sometimes by friends and even family. Knowledge is the key to protecting yourself and your finances. (Please click the title for a full seminar description)
August 21, 2025
1:30p - 2:30p
LONGMEADOW ADULT CENTER
Retirement Funding Strategies LONGMEADOW Adult Center
OPEN TO ALL TO ATTEND: As you transition away from receiving a paycheck to retirement income sources, you will have important decisions to make. For most people, Social Security alone will not be sufficient to maintain your lifestyle.
July 12, 2025
11:00a - 12:00p
Charthouse Main Office
T-Bill and Chill
NOTE: THIS SEMINAR IS FOR CHARTHOUSE CLIENTS ONLY Is your bank savings account earning a pittance of interest? Are you reluctant to lock up your liquidity for months or years in a CD or an Annuity to get an acceptable yield?
June 26, 2025
6:00p - 7:00p
Charthouse Main Office
The ABCs of Medicare
NOTE: This seminar is for Charthouse clients only--not open to the public. Do you have questions about the “alphabet soup” of the Medicare program? Want to understand the differences between Original Medicare and Medicare Advantage? Unsure about how to shop around for different plans during open enrollment windows? Join Cyndi and our featured Guest Speaker: John Foxx, Medicare Specialist of My Benefit Advisor. John is licensed in both CT and MA, so this presentation is applicable for clients in both states. Whether you will be enrolling soon and have important decisions to make about your initial coverage, or you are already on Medicare and want a better understanding of the program and what your options are for changes to your coverage—we’ve got the answers you need. Reserve your seat today!