Events

Inflation, Omelets & Capital Markets - Develop an Investment Strategy

Develop your unique investment allocation that will take you up to and through retirement and understand, through the use of more than 90 years worth of data, what's a more riskier asset, cash or stock?

Get Retirement Ready at The HARBORFIELDS Public Library

Register for our new educational class at the Harborfields Public Library to learn how to get Retirement Ready and develop an income plan that will replace your paycheck in retirement!

Taxes in Retirement NEW Webinar

Retirement can be one of life’s most stressful events. Do you have a retirement tax strategy?

Smart Social Security Planning at the SAYVILLE Public Library

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits.

Get Retirement Ready at The Sayville Public Library

Register for our new educational class at the Sayville Public Library to learn how to get Retirement Ready and develop an income plan that will replace your paycheck in retirement!

Build a Retirement Ready Portfolio

Is your portfolio ready to produce an income in retirement? There are several fundamentals that all successful investors should follow. These fundamentals become even more important to execute as you approach retirement.

Get Retirement Ready at Ward Mellville High School

Seize Opportunities & Avoid Missteps - 10 Things to Do NOW Before Year-End

Make sure you have everything in alignment to seize opportunities and avoid missteps before year-end! In this brand-new Webinar learn what to do NOW to lower taxes, improve investment results and maximize your income before 2022 comes and the door closes!

Ticking Tax Time Bomb

In this educational webinar, learn how proactive planning can keep you from giving even more of your hard-earned money to the IRS. Learn why most people overpay in taxes on their IRA withdrawals; how partial Roth conversions can move your IRA from forever taxed to never taxed; and how to withdraw from your accounts by design rather than by default to minimize tax and maximize income. This course is designed for pre-retirees or recent retirees. 

Get Retirement Ready in 90 Days Webinar

Register for our new educational webinar to learn how to get Retirement Ready and develop an income plan that will replace your paycheck in retirement!

Smart Social Security Planning at the ISLIP Public Library

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits.

Get Retirement Ready at The Sayville Public Library

Register for our new educational class at the Sayville Public Library to learn how to get Retirement Ready and develop an income plan that will replace your paycheck in retirement!

Rollover, Stay Put or Withdraw NEW Webinar

When you leave your employment, what should you do with the retirement plan left behind? Well, the best advice we can give is: It depends on your unique circumstance!  

Inflation, Omelets & Capital Markets - Develop an Investment Strategy for and Through Retirement

Develop your unique investment allocation that will take you up to and through retirement and understand, through the use of more than 90 years worth of data, what's a more riskier asset, cash or stock?

Is Your Portfolio Retirement Ready?

Is your portfolio ready to produce an income in retirement? There are several fundamentals that all successful investors should follow. These fundamentals become even more important to execute as you approach retirement.

Smart Social Security Planning - Maximize Retirement Income

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits.

SECURE your IRA from the New Death Tax

The SECURE Act is the biggest piece of retirement planning legislation in over a decade and it contains both opportunities and pitfalls; For those people who are proactive, it's a great opportunity to revise your income, tax and estate plans to your favor. For those who are complacent, in essence, you are signing a contract to have less income, pay more tax and leave your heirs with less!

Ticking Tax Time Bomb at Ward Melville High School

In this class, learn how proactive planning can keep you from giving even more of your hard-earned money to the IRS. Learn why most people overpay in taxes on their IRA withdrawals; how partial Roth conversions can move your IRA from forever taxed to never taxed; and how to withdraw from your accounts by design rather than by default to minimize tax and maximize income. This course is designed for pre-retirees or recent retirees. 

Get Retirement Ready at The Islip Public Library

Register for our new educational class at the Islip Public Library to learn how to get Retirement Ready and develop an income plan that will replace your paycheck in retirement!

The Consumer's Guide to Partial Roth Conversions

Do You Want to Reduce Your Income Tax, RMDs and Medicare Surcharges? Have you been considering partial Roth Conversions but are not sure why and if you should do them and/or how to do them? Register for our webinar to learn more!

Ticking Tax Time Bomb - Sayville Library

This educational workshop is designed to inform retirees on how they can plan ahead, as taxes may end up being your biggest expense in retirement if you don't play your cards right. Whose tax plan do you want; your own tax plan, or the government's tax plan?

The Ticking Tax Time Bomb at Locust Valley Library

Taxes may end up being your biggest expense in retirement if you don't play your cards right. Whose tax plan do you want; your own tax plan, or the government's tax plan?

Get Retirement Ready at Harborfields Public Library

Register for our new educational class at the Harborfields Public Library to learn how to get Retirement Ready and develop an income plan that will replace your paycheck in retirement!

The Ticking Tax Bomb Webinar Thursday, March 17th at 6:30 PM

Taxes may end up being your biggest expense in retirement if you don't play your cards right. Whose tax plan do you want; your own tax plan, or the government's tax plan?

Pandemic, Inflation & Volatility, Oh MY! What Should Investors Do?

In this webinar, learn the smart moves investors should do (and shouldn't do) during scary times!

Get Retirement Ready Webinar

Register for our new webinar to learn how to get Retirement Ready and develop an income plan that will replace your paycheck in retirement!

Sieze Opportunities & Avoid Missteps - 10 Things to Do NOW Before Year-End

Make sure you have everything in alignment to seize opportunities and avoid missteps before year-end! In this brand-new Webinar learn what to do NOW to lower taxes, improve investment results and maximize your income before 2022 comes and the door closes!

The Consumer's Guide to Partial Roth Conversions

Do You Want to Reduce Your Income Tax, RMD’s, & Medicare Surcharges? Have you been considering partial Roth Conversions but are not sure why you should do them and/or how best to do them?  Register for our new webinar:

The Biden Tax Proposal - Reading Between the Lines - Who it Effects, How & What To Do Now

On September 13th the House Ways and Means Committee released the Biden Tax Proposal.  This legislation encompasses a wide range of tax issues. Learn what to do today to be proactive before the planning window closes!

The Ticking Tax Bomb in your IRA at Three Village Continuing Ed

Learn how proactive planning can help you from giving even more of your hard-earned money to the IRS. We’ll walk through real-life case studies of people who have built a large part of their wealth in pre-tax retirement accounts (IRAs, 401(k)s, 403(b)s, etc.) - accounts that have never been taxed, and now face the challenge of how to best take money out.

Smart Social Security Planning - Maximize Income in Retirement

Social Security is far more complicated than most people realize. The decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. This informative seminar covers the basics of Social Security and reveals innovative strategies for maximizing your benefits.

Income For Life, Get Retirement Ready in 90 Days

What is your plan to convert your savings, IRAs, 401(k)s, stocks, bonds, and cash to a paycheck? If you haven't already, register now for our new webinar to learn how to develop an income plan that will replace your paycheck in retirement!

SECURE your IRA from the New Death Tax

The SECURE Act is the biggest piece of retirement planning legislation in over a decade and it contains both opportunities and pitfalls; For those people who are proactive, it's a great opportunity to revise your income, tax and estate plans to your favor. For those who are complacent, in essence, you are signing a contract to have less income, pay more tax and leave your heirs with less!

The Ticking Tax Bomb Webinar Thursday, May 13th, 2021 at 6:30 PM

Taxes may end up being your biggest expense in retirement if you don't play your cards right. Whose tax plan do you want; your own tax plan, or the government's tax plan?

Pay Less Tax and Avoid Costly Mistakes This Year

Join us for ourThe 2021 tax filing season promises to be a flurry of confusion where the likelihood of making mistakes and missing opportunities to both lower the tax bill and qualify for stimulus is high due to the unprecedented nature of the events of the last 13 months

Income For Life, Are You Ready to Retire?

What is your plan to convert your savings, IRAs, 401(k)s, stocks, bonds, and cash to a paycheck? If you haven't already, register now for our new webinar to learn how to develop an income plan that will replace your paycheck in retirement!

The Ticking Tax Bomb Webinar Thursday, January 28th, 2021 at 6:30 PM

Taxes may end up taking a significant percentage of that account if you don’t play your cards right. Whose tax plan do you want—your own tax plan, or the government's tax plan?

7 Financially Savvy Strategies you can do Before Year-End

7 Proven Planning Principles that work!  Go into the holiday season with more money in your pocket!

The Ticking Tax Bomb In Your IRA Webinar Thursday, November 12, 2020

Everyone has a choice to make in retirement: whose tax plan do you want, your own tax plan or the government's tax plan?Learn how Pro-Active Planning can Keep You From Giving Even More of Your Hard-Earned Money to the IRS!

Presidential Election and the Markets

Against a backdrop of ongoing pandemic, social unrest, economic recession, and the fastest bear market to one of the fastest stock market recoveries, the 2020 presidential election couldn’t come at a more turbulent time. An irreconcilable divide between the two parties has led to dire predictions of what will happen to America from both sides.

The Ticking Tax Bomb In Your IRA Webinar Thursday, October 15th, 2020

We discuss the ticking time bomb that sits in your retirement accounts, how you can proactively plan, and prevent whiplash when that bomb goes off!

New York State Society of CPAs - The SECURE Act

The SECURE Act is the biggest piece of retirement planning legislation in over a decade and it contains both opportunities and pitfalls. Don't let the fox guard the hen house! Be proactive and register today!

The SECURE Act - Congress is Coming for your IRA WEBINAR

The SECURE Act is the biggest piece of retirement planning legislation in over a decade and it contains both opportunities and pitfalls for retirees. Don't let the fox guard the hen house! Be proactive and register today!

The Ticking Tax Bomb Webinar Thursday, September 17th, 2020

Everyone has a choice to make in retirement: whose tax plan do you want, your own tax plan or the government's tax plan?Learn how Pro-Active Planning can Keep You From Giving Even More of Your Hard-Earned Money to the IRS!

Taxes in Retirement Class

Complimentary ONLINE Taxes in Retirement Class

Income for Life Webinar - Retiring in a Post COVID-19 World

Register for the complimentary Income for Life Webinar on June 18th at 11:00 am and learn how to get Retirement Ready in a post COVID-19 world.

The Ticking Tax Bomb Webinar Wednesday, May 13, 2020

Learn how Pro-Active Planning can Keep You From Giving Even More of Your Hard-Earned Money to the IRS May 13th, 2020 at 11:00 a.m.