Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

The New Tax and Financial Rules Have Changed

If you’re nearing retirement or are already retired, you need to understand how taxes (including the new 2018 changes) impact your retirement income. It may be possible for you to pay less in taxes on your hard-earned dollars so it is important to understand the potential impact taxes have on your retirement.

Your tax situation is not like your neighbor’s and the tax rules can change from year to year, so naturally it can be hard to get detailed information on what to expect. We have developed these targeted seminars as a response to the growing needs of those that are about to retire or who have already retired and have questions about their taxes in retirement.

At our workshops, you will learn:

  • The official new tax reform rules affecting retirement
  • How lost deductions may affect your taxes in retirement
  • Common misconceptions about retirement and taxes
  • Strategies to protect against unexpected taxes
  • Tools/Strategies available to limit taxes in retirement
  • How taxes may affect your retirement cash flow
  • And much more!

Choose a date below that works best for you and we look forward to seeing you at our seminar!

UPCOMING EVENTS:

April 22
Taxes in Retirement – Post Secure Act
2:00 pm | Yardley-Makefield Library
April 22
Taxes in Retirement – Post Secure Act
6:30 pm | Yardley-Makefield Library
April 28
Retirement Literacy – Examining Risks to a Successful Retirement
6:30 pm | Washington Crossing Inn
April 29
Retirement Literacy – Examining Risks to a Successful Retirement
6:30 pm | Washington Crossing Inn
May 13
Taxes in Retirement – Post Secure Act
2:00 pm | Yardley-Makefield Library
May 13
Taxes in Retirement – Post Secure Act
6:30 pm | Yardley-Makefield Library
May 27
Retirement Literacy – Examining Risks to a Successful Retirement
6:30 pm | Washington Crossing Inn
May 28
Retirement Literacy – Examining Risks to a Successful Retirement
6:30 pm | Washington Crossing Inn
June 15
Taxes in Retirement – Post Secure Act
2:00 pm | Bucks County Community College – Newtown Campus
June 15
Taxes in Retirement – Post Secure Act
6:30 pm | Bucks County Community College – Newtown Campus

Rather meet One-on-one?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 215.968.1820

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