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Events

Upcoming Events

July 17, 2024

6:30p - 7:30p

WEBINAR

Register

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!

August 21, 2024

6:30p - 7:30p

WEBINAR

Register

9 Issues You Need to Consider Before You Retire

During retirement (or the "distribution phase"), everything changes. You're no longer earning a paycheck or saving for the future because that future is now your present. You'll be tasked with the challenge of withdrawing from your savings, but having your savings grow at the same time. You'll also have to think about your finances in new, unfamiliar ways. In this webinar, learn the nine major considerations to take into account as you enter into retirement.

September 18, 2024

6:30p - 7:30p

WEBINAR

Register

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!

October 16, 2024

6:30p - 7:30p

WEBINAR

Register

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!

November 20, 2024

6:30p - 7:30p

WEBINAR

Register

Tax Management Leading Up to and In to Retirement Webinar

Understand How to Reduce Tax on Your Retirement Income WITHOUT Reducing Your Standard of Living

December 13, 2024

6:30p - 7:30p

WEBINAR

Register

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 2024 comes and the door closes!

Past Events

June 12, 2024

6:30p - 7:30p

Webinar

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!  

May 15, 2024

6:30p - 7:30p

WEBINAR

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.

April 17, 2024

6:30p - 7:30p

WEBINAR

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!

March 20, 2024

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. 

February 21, 2024

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?

February 15, 2024

6:30p - 7:30p

WEBINAR

Tax Management Leading Up to and In to Retirement Webinar

Understand How to Reduce Tax on Your Retirement Income WITHOUT Reducing Your Standard of Living

February 1, 2024

6:30p - 7:30p

WEBINAR

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.

January 18, 2024

6:30p - 7:30p

WEBINAR

Tax Management Leading Up to and In to Retirement Webinar

Understand How to Reduce Tax on Your Retirement Income WITHOUT Reducing Your Standard of Living

January 17, 2024

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!

December 13, 2023

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 2024 comes and the door closes!

November 15, 2023

6:30p - 7:30p

WEBINAR

Taxes in Retirement

Understand How to Reduce Tax on Your Retirement Income WITHOUT Reducing Your Standard of Living

November 9, 2023

7:00p - 8:30p

Harborfields Library

9 Issues You Need to Consider Before You Retire -- Live event at the Harborfields Library

During retirement (or the "distribution phase"), everything changes. You're no longer earning a paycheck or saving for the future because that future is now your present. You'll be tasked with the challenge of withdrawing from your savings, but having your savings grow simultaneously. You'll also have to think about your finances in new, unfamiliar ways. In this educational class, learn the nine major considerations to take into account as you enter into retirement.

October 24, 2023

7:00p - 8:30p

Live Event at the Sayville Library

Income Tax and Estate Planning for Your IRA at Sayville Library

In this information-packed workshop, you will learn how not to pay even more in taxes unnecessarily and unknowingly. You will learn about a HUGE mistake that IRA owners make, and three things to do to avoid this big mistake. Attend this workshop and stay current on the latest rules impacting your IRA and 401(k) contributions, withdrawals, and inheritances. 

October 18, 2023

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!

October 12, 2023

7:30p - 8:30p

Live Event at the Harborfields Library

Income Tax and Estate Planning for Your IRA at Harborfields Library

In this information-packed workshop, you will learn how not to pay even more in taxes unnecessarily and unknowingly. You will learn a HUGE mistake that many IRA owners make and three things to do to avoid the mistake. Attend this workshop and stay current on the latest rules impacting your IRA and 401(k) contributions, withdrawals, and inheritances. 

October 10, 2023

7:00p - 8:30p

Sayville Library

Tax Management Leading Up To & Through Retirement - 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?

September 13, 2023

6:30p - 7:30p

WEBINAR

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!

Event Registration


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