Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
August 20, 2025
6:30p - 7:30p
WEBINAR
Strategic Social Security Planning for High Income Earners (Webinar)
High-income earners may not realize that Social Security can still be one of their biggest assets in retirement. The decisions you make now can have a tremendous impact on both the amount of your lifetime income and the amount of taxes you ultimately pay.
July 23, 2025
6:30p - 7:30p
WEBINAR
Protect your Retirement Accounts from the New Death Tax (Webinar)
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!
June 11, 2025
6:30p - 7:30p
Webinar
Rollover, Stay Put or Withdraw- What should you do with the retirement plan left behind? (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!
May 7, 2025
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!
May 1, 2025
6:30p - 7:30p
WEBINAR
Strategic Social Security Planning for High Income Earners (Webinar)
High-income earners may not realize that Social Security can still be one of their biggest assets in retirement. The decisions you make now can have a tremendous impact on both the amount of your lifetime income and the amount of taxes you ultimately pay.
April 9, 2025
6:30p - 7:30p
WEBINAR
A Consumer's Guide to Roth Conversions (Webinar)
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 12, 2025
6:30p - 7:30p
WEBINAR
Tax Time Bomb in your IRA (Webinar)
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 19, 2025
6:30p - 7:30p
WEBINAR
Inflation, Omelets & Capital Markets - Develop an Investment Strategy (Webinar)
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?
January 15, 2025
6:30p - 7:30p
WEBINAR
Strategic Social Security Planning for High Income Earners (Webinar)
High-income earners may not realize that Social Security can still be one of their biggest assets in retirement. The decisions you make now can have a tremendous impact on both the amount of your lifetime income and the amount of taxes you ultimately pay.
December 11, 2024
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 2025 comes and the door closes!
November 20, 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
October 16, 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!
September 18, 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!
September 5, 2024
6:30p - 7:30p
WEBINAR
2024 Presidential Election & Some Big Mistakes Investors Make
By design, elections have clear winners and losers. The real winners, however, are the investors who avoid the temptation to react to investment-year jitters!
August 20, 2024
6:30p - 7:30p
WEBINAR
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.
July 17, 2024
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!
June 12 - June 13, 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 28, 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
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.
March 7, 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.
February 25, 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!
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
January 31, 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
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 an impactful mistake that most IRA owners make, and three things to do to avoid this HUGE mistake!
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
7:00p - 8:30p
Live Event at the Harborfields Library
Income Tax and Estate Planning for your IRA at Harborfields Library
Stay current on the latest rules impacting your IRA and 401(k) contributions, withdrawals, and inheritances. As if planning for the future were not fraught enough, new legislation often comes along and changes up the rules. Although it might seem like you need to be an expert to navigate the new rules, most people need to be aware of only a few changes. In this class we outline these changes so that you can easily determine what will apply to you!
October 10, 2023
7:00p - 8:30p
In Person at the Sayville Library
Tax Management Leading Up to and 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!
August 16, 2023
6:30p - 7:30p
WEBINAR
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.
June 14, 2023
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 17, 2023
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.
May 11, 2023
7:00p - 8:30p
Ward Mellville High School
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! Register for our educational class to learn how to get Retirement Ready and develop an income plan that will replace your paycheck in retirement!
May 4, 2023
7:00p - 8:30p
Ward Mellville High School
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.
April 13, 2023
7:00p - 8:30p
Harborfields Public Library
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?
April 12, 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!