Programs and Classes
Please review the list below of our prior programs and workshops held by Porter Financial Strategies. If you are interested in receiving our FREE brochure, simply click here and fill in the required information.
In addition to many workshops over the years, here are just a few high points to our most recent workshops. Should you happen to find interest in one, some or all please feel free to contact our office for your FREE and PRIVATE meeting with Chris. We look forward to hearing from you.
ANNUAL HOLIDAY OPEN HOUSE, (December 2017-2020)
It's not about being a client; it's about being a part of Porter Financial Strategies family. Let us celebrate each of you while you enjoy your our open house!
NEW OFFICE OPEN HOUSE (SEPTEMBER 2017)
Due to Wells Fargo moving a department to our building we had to move our office of 25 years to 300 Church Street, Suite 301, Yalesville. We enjoyed a wonderful party with lot's of positive feedback about our new office and location!
CHRIS' INTERVIEW WITH CRAIN'S BUSINESS CT MAGAZINE (January 2017)
What a pleasure for Chris to be interviewed by such an esteemed magazine.
ANNUAL HOLIDAY OPEN HOUSE CELEBRATION (December 2016)
What a crowd!! It is always a pleasure to enjoy an evening of fun, laughter and conversation. Thank you!!
LEGISLATIVE CANDIDATE FORUM (September 2016)
Chris was the moderator for 17 candidates where they discussed issues that directly impact us and local business.
WATERFORD SPEEDBOWL: CLIENT APPRECIATION EVENT (September 2016)
A fast paced client event to support our sponsored mini stock race car driven by Chris Ivory#8!
ANNUAL HOLIDAY OPEN HOUSE CELEBRATION (December 2015)
We are grateful to be able to celebrate another wonderful year with our clients. Thank you!!
HALLOWEEN FAMILY FUN DAY (OCTOBER 2015)
Celebrating local Businesses! UPS Store, 61 North Plains Industrial Rd, Wallingford
NORTH HAVEN CANDIDATES FORUM (OCTOBER 2015)
Porter Financial Strategies sponsored this event with Christopher Porter as the moderator. A great opportunity to listen to the First Selectman candidate's discuss their platform.
GUEST SPEAKER: RED HAT SOCIETY (SEPTEMBER 2015)
WATERFORD SPEEDBOWL: CLIENT APPRECIATION EVENT (JULY 2015)
A fast paced client event to support our sponsored mini stock race car driven by Chris Ivory#8!
ANNUAL HOLIDAY OPEN HOUSE CELEBRATION (December 2014)
What a fantastic evening spent with our wonderful clients!!
EMPOWERING WOMEN: HOW TO OVERCOME 6 RETIREMENT CHALLENGES (Fall 2014)
Chris held a number of workshops and adult education programs that discussed some of the retirement challenges that are unique to women. Women, on average, live 2-3 years longer than men. This means retirement assets need to last longer. Chris covered how to plan for generating a sustainable retirement income, with periodic increases to keep up with the cost of living. This program was for women who are married, single, widowed or divorced and helped give insight into what successful women are doing to take the guesswork out of retirement income planning.
HOW TO INVEST IN PRIVATE US COMPANIES TO DIVERSIFY A PORTFOLIO (September 2014)
Chris & Guest speaker, Ryan Flynn, from Franklin Square/GSO Blackstone covered how to incorporate investments in private US companies to diversify your portfolio and/or provide a competitive income stream as well. He explained how these highly regulated investments work and showed how they give the investing public access to private debt & equity securities usually offered only to very high net worth individuals and institutions.
US SAVINGS BOND WORKSHOPS (September 2014)
Chris held several workshops that talked about the different types of savings bonds, how interest rates are determined, what options are available when US savings bonds mature and why your bonds may not be earning the interest rates you think they are. A free personalized bond statement was offered to all attendee's
FRANKLIN SQUARE/GSO BLACKSTONE DINNER (2013)
Due to the extremely high praise our current clients were giving the Franklin Square line of Alternative Products, PFS decided to host, along with Ryan Flynn from Franklin Square/GSO Blackstone, an informal informational dinner at Brothers Restaurant here in Wallingford. also at Tony D's Restaurant in New London.
THE INCOME OUTCOME FORUM (Sept. 2013)
This small gathering took place a Brothers Restaurant as well. A panel discussion was presented by Ted Breen of American Capital Realty and Ryan Flynn from Franklin Square/GSO Blackstone. Chris shared information on Social Security and Maximizing this benefit once you reach retirement age. Both comes presented their Alternative Investment products - which together our guest we informed of the many different options and that its best to have a well rounded portfolio. Please feel free to contact us for this valuable information.
SAVINGS BOND WORKSHOPS (2012)
Chris held several workshops that talked about the different types of savings bonds, how interest rates are determined, what options are available when US savings bonds mature and why your bonds may not be earning the interest rates you think they are. A free personalized bond statement was offered to all attendee's
GIVING THANKS GATHERING (2010)
Chris felt that he has been so fortunate with the clients he has that he wanted, along with their help, to give back to those less fortunate. Chris thought of what better way to give back than to hold a “Giving Thanks” gathering of his clients. Invitations went out and for each client that came to the gathering that evening Porter Financial Strategies donated to our local Food Bank.
ROTH IRA WORKSHOP (2010)
Each year it seems that the IRS changes their Tax Laws later and later, leaving little or no time to react, adjust and protect your investments that you have all worked so hard for. They continue to become more and more complex. PFS takes great pride in keeping our fingers on the pulse and learning the changes. We enjoy holding these gatherings to inform our current clients and encourage them to bring along a guest.
CLIENT ADVISORY BOARD (2009 - 2010)
Chris put together a small group of single female clients who proved to be invaluable in improving our continued commitment to our client’s services.
They shared several small gatherings together over light dinners and desserts.
“SHRED-IT” PARTY (2009)
Clients enjoyed a light lunch, refreshments and socializing with each other, while securely disposing their confidential documents. There were a few lucky PFS Clients who received wonderful door prizes just for spending time with the PFS (Porter Financial Strategies) staff. Our staff really enjoyed getting to know our clients in a more casual setting.
"HOW DID WE GET HERE?" (Sept 2009)
Again with keeping with the ever changing need for different and protective insurance needs. Chris felt that it was time to discuss the “LONG TERM CARE” component of insurance. This workshop showed his clients just how much it actually costs for rehabilitation stays, the effect it has on your retirement savings and possible estate planning options for the future.
CHIEF’S CUP (2009)
Porter Financial Strategies (PFS) feels that giving to the community is key. Every March the New Haven Fire Department plays hockey (Chris’s favorite sport) against the New Haven Police Department. PFS was one of the sponsors of this event and attended a great game of hockey.