Events
Upcoming Events
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
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.
July 19, 2023
6:30p - 7:30p
WEBINAR
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!
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!