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Whether you’re seeking additional knowledge or looking to connect with other people, check out our upcoming events.
See if our expertise matches with your needs.
Scroll down to see what’s on tap.
Upcoming Webinars
Quarterly Economic and Financial Markets Update
(~35 minutes)
Attend our live webinar and learn how current economic and political developments impact financial markets and what we expect in the weeks ahead. You’ll also have the opportunity to ask questions to our team of CFP® professionals.
This webinar will be offered on the following dates and times at 12PM ET:
Tax Planning & Retirement: How to Avoid Paying Excess Taxes
(~45 minutes)
The question of whether you’ll have enough money to enjoy retirement is often a daunting prospect. In fact, according to a recent SeniorLiving.org study, the biggest financial fear for people between the ages of 55 and 64 is lacking the money needed during their golden years. This same fear also holds true among 38% of respondents ages 65+. Exacerbating these concerns, retirees often pay more taxes than expected because, well, our tax system and government programs are very confusing to say the least.
The good news is that you can take several steps to minimize or even avoid financial roadblocks in your later years. This is precisely where our webinar comes into play—making you better informed about retirement tax planning challenges. Specifically, attend and learn how to:
· Avoid Medicare surcharges
· Assess how your income impacts Medicare premiums and Social Security taxes
· Plan how and when you’ll use taxable, tax-deferred, and tax-free assets to manage your income
· Manage your retirement income through other approaches, such as a Roth IRA conversion
If you want to avoid unintended tax consequences and thus make the most of your retirement, attending this webinar is a great start.
Upcoming In-Person Classes
We’re offering educational classes on various financial topics at local schools in Emerson, NJ, Ridgewood, NJ, and Arlington, NY.
Retirement Planning Boot Camp (3 nights)
Did you know that most people spend more time planning a week-long vacation than they do their retirement?
This boot camp series aims to change that and better position you for your golden years. Upon completion of our 3-class series, you’ll have a good understanding of some of the most common challenges pre-retirees (and even many retirees) encounter.
Our series will cover five key areas; investing (including how to provide an income stream that outlives you), IRA strategies (rollover options and common RMD mistakes), tax planning (knowing the actions you should be taking throughout each stage of retirement), healthcare (managing expenses, transitioning to Medicare, and long-term care), and estate planning (how to prepare for a smooth transition of your assets).
We encourage everyone to attend all three sessions to get the most out of boot camp. However, you can participate in individual classes if your schedule doesn’t permit.
Module 1:
Module 2:
Module 3:
Retirement Planning Boot Camp Advanced (2 nights)
Our advanced boot camp sessions are specifically designed for people nearing retirement and covers healthcare (including planning for future expenses, transitioning to Medicare, and long-term care), Social Security (maximizing your benefits), estate planning (how to prepare for a smooth transfer of your assets). We’ll also cover ways to design effective retirement income strategies and ways of minimizing taxes in retirement.
By the end of this series, you'll know how to avoid common mistakes and make informed decisions for yourself and your family.
We encourage everyone to attend both sessions to maximize the benefits of the boot camp.
Module 1:
Module 2:
Start simplifying
your journey and speak to a financial advisor today.
See if our expertise matches with your needs.