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
Smart Social Security Planning at The HARBORFIELDS 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.
A Consumer's Guide to 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!
Taxes in Retirement at The HARBORFIELDS Public Library
Retirement can be one of life’s most stressful events. Do you have a retirement tax strategy?
Taxes in Retirement at WARD MELVILLE High School
Retirement can be one of life’s most stressful events. Do you have a retirement tax strategy? Join us for our Taxes in Retirement Webinar to learn all about: The 3 Strategies to a tax-efficient retirement • The SECURE Act and the impact of its passing on your retirement savings • How rising taxes may affect your retirement cash flow & reduce your purchasing power • Possible tools and strategies available to retirees to help develop a retirement tax strategy Using the information you’ll learn during our webinar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.
Get Retirement Ready at WARD MELVILLE High School
Are you considering retiring in the next few years or are you recently retired? Register for our educational class to learn how to get Retirement Ready and develop an income plan that will replace your paycheck in retirement! Register for our educational class to learn how to get Retirement Ready and develop an income plan that will replace your paycheck in retirement!
Smart Social Security Planning
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.
Rollover, Stay Put or Withdraw- What should you do with the retirement plan left behind?
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!
SECURE your IRA from the New Death Tax (Updated for 2.0)
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!
SECURE Your IRA from The New Death Tax (Updated for 2.0)
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!
Past Events
March 15, 2023
6:30p - 7:30p
WEBINAR
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?
March 9, 2023
7:00p - 8:30p
Harborfields Public Library
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!
February 22, 2023
6:30p - 7:30p
WEBINAR
Taxes in Retirement NEW Webinar
Retirement can be one of life’s most stressful events. Do you have a retirement tax strategy?
February 16, 2023
7:00p - 8:30p
Sayville Public Library
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.
February 9, 2023
7:00p - 8:30p
Sayville Public Library
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!
January 18, 2023
6:30p - 7:30p
WEBINAR
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.
December 29, 2022
7:00p - 8:30p
Ward Mellville High School
December 15, 2022
6:30p - 7:30p
WEBINAR
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!
November 17, 2022
6:30p - 7:30p
WEBINAR
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.
October 27, 2022
6:30p - 7:30p
WEBINAR
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!
September 29, 2022
7:00p - 8:30p
Islip Public Library - Community Meeting Room
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.
September 21, 2022
7:00p - 8:30p
Sayville Public Library
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!
September 15, 2022
6:30p - 7:30p
Webinar
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!
August 25, 2022
6:30p - 7:30p
WEBINAR
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?
July 21, 2022
6:30p - 7:30p
WEBINAR
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.
June 16, 2022
6:30p - 7:30p
WEBINAR
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.
May 19, 2022
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 5, 2022
7:00p - 8:30p
Ward Melville High School
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.
April 26, 2022
7:00p - 8:30p
Islip Public Library - Community Meeting Room
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!
April 21, 2022
6:30p - 7:30p
WEBINAR
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!
April 20, 2022
7:00p - 8:30p
Sayville Library
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?
April 5, 2022
6:30p - 8:00p
Locust Valley Library - MNA Community Room
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?
March 24, 2022
7:00p - 8:30p
Harborfields Public Library - Community Meeting Room
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!
March 17, 2022
6:30p - 7:30p
WEBINAR
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?
February 17, 2022
6:30p - 7:30p
WEBINAR
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!
January 20, 2022
6:30p - 7:30p
WEBINAR
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!
December 9, 2021
6:30p - 7:30p
WEBINAR
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!
November 18, 2021
6:30p - 7:30p
WEBINAR
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:
October 14, 2021
6:30p - 7:30p
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!
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.
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.