google-site-verification=SFs_3dwKOYTRqR8QyFm00p_ASLtt-Y_lJyFI8oiI8UI Events

Events

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please give us a call. We’ll be happy to add you to our guest list.

 

Upcoming Events

September 30, 2021

6:30p - 7:30p

Ward Melville High School

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.

October 14, 2021

6:30p - 7:30p

WEBINAR

Register

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!

Past Events

September 16, 2021

6:30p - 7:30p

WEBINAR

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.

July 15, 2021

6:30p - 7:30p

WEBINAR

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!

June 10, 2021

6:30p - 7:30p

WEBINAR

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!

May 13, 2021

6:30p - 7:30p

WEBINAR

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?

April 15, 2021

6:30p - 7:30p

WEBINAR

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

April 8, 2021

6:30p - 7:30p

WEBINAR

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!

January 28, 2021

6:30p - 7:30p

WEBINAR

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?

December 8, 2020

6:30p - 7:30p

WEBINAR

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!

November 12, 2020

6:00p - 7:15p

WEBINAR

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!

October 22, 2020

6:00p - 7:00p

WEBINAR

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.

October 15, 2020

11:00a - 12:15p

WEBINAR

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!

October 5, 2020

9:00a - 11:00a

WEBINAR

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!

September 24, 2020

11:00a - 12:15p

WEBINAR

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!

September 17, 2020

11:00a - 12:15p

WEBINAR

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!

August 19, 2020

11:00a - 12:00p

WEBINAR

Taxes in Retirement Class

Complimentary ONLINE Taxes in Retirement Class

June 18, 2020

11:00a - 12:00p

WEBINAR

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.

May 13, 2020

11:00a - 12:00p

Webinar

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.

Event Registration


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