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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
(45 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:
Upcoming In-Person Classes
We’re offering educational classes on various financial topics at local schools in Emerson, NJ, Ridgewood, NJ, and Arlington, NY.
Registration for the following courses will open later this summer.
Upcoming Tax Law Changes: Everything You Need to Know
The recent legislation, often referred to as the "Big Beautiful Bill," encompasses a range of provisions that significantly impact taxpayers. Specifically, the bill includes a variety of reductions in tax rates for individuals and businesses, aiming to stimulate economic growth, as well as expansion in tax credits, new deductions, and exemptions, among other measures.
Attend this session to stay informed about how key changes introduced in this bill may affect your financial planning and tax obligations.
Tax Planning Through the Four Stages of Retirement
In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for your living expenses. You want to apply the tax code in an organized and efficient way. Attend and you’ll learn the following:
· Address how taxes impact Social Security and Medicare
· The surprises that often make retirement more expensive
· What the Social Security “tax trap” is and how you can avoid it
· Why tapping assets in the wrong order can trigger higher Medicare premiums
· Why you need to manage taxes even before you retire
· Mistakes to avoid when it comes to your investment portfolio, health care, and estate
Module 1:
Module 1:
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 2:
Did you know that most people spend more time planning a week-long vacation than they do their retirement?
Our retirement planning boot camp series aims to change that and help you prepare for a successful retirement.
Our Essentials series, ideal for individuals over the age of 50, covers three key areas: tax planning (including the importance of having diversified income sources), IRA strategies (including Roth conversions), and investing (we'll explore various investment vehicles to help you achieve your retirement goals.). By the end of the series, you'll have a clearer understanding of the steps needed to improve your retirement readiness.
We encourage everyone to attend all three sessions to maximize the benefits of the boot camp.
Retirement Planning Boot Camp Essentials (3 nights)
Module 1:
Module 2:
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 all three sessions to maximize the benefits of the boot camp.
Module 3:
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