An Investment in Knowledge Pays the Best Interest

Ethos Capitals Advisors invests in the  Retirement Literacy of the community by hosting a series of in-person seminars and online webinars. Through our affiliated memberships, as well as other avenues, our firm sources and provides timely information and education for those who seek clarity. Learn more by joining us at one of our events or webinars. Call today or fill out the form below to get started.

An Investment in Knowledge Pays the Best Interest

Ethos Capitals Advisors invests in the Retirement Literacy of the community by hosting a series of in-person seminars and online webinars. Through our affiliated memberships, as well as other avenues, our firm sources and provides timely information and education for those who seek clarity. Learn more by joining us at one of our events or webinars. Call today or fill out the form below to get started.

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  • In-Person Events
  • On-Demand Webinars

In-Person Events

March

March 20th – Hamilton, NJ
Retirement Literacy: PROACTIVE TAX & ESTATE PLANNING

Time: 1:00pm-2:00pm
Time: 6:00pm-7:00pm
Where: Hamilton Free Public Library
1 Justice Samuel A Alito Jr Way, Hamilton Township, NJ 08619

On February 3, 1913, the 16th amendment established the right for Congress to impose a Federal income tax. At the time, form 1040 was 1 page. Federal, state, and local governments have enacted tax codes of varied scopes. Today, the Tax Code consists of 83,000 pages.

How many changes in the Tax Code are necessary before people realize they must be proactive with their Tax & Estate Planning?

If you are unsure how to start proactively planning, join Steven J. Toto, CFP®, as he simplifies the following strategies that may reduce your tax bill for 2023 and beyond so you can maximize what you keep and pass on to your heirs:

  • Why rising taxes may be the most significant risk in your retirement.
  • The effect of the SECURE Act on your heirs.
  • Ways to potentially lessen your future tax burden of RMDs (73) now.
  • Estate Planning myths you should not believe.
  • How you can benefit from recent tax legislation to potentially reduce your taxes.
  • Strategies to avoid probate.
  • Learn how to take advantage of a 3-year tax window now.
  • Navigate the Estate Planning minefield successfully.
  • When an irrevocable trust should be considered.
  • Common Estate Planning mistakes you need to avoid.
  • Why it is essential to update your Estate Plan at a regular frequency.
  • Probate and inheritance traps that may pose a challenge.

March 21st – YARDLEY, PA
Retirement Literacy: PROACTIVE TAX & ESTATE PLANNING

Time: 1:00pm-2:00pm
Time: 6:00pm-7:00pm
Where: Yardley Makefield Township Library
45 Stockton St, Princeton, NJ 08540

On February 3, 1913, the 16th amendment established the right for Congress to impose a Federal income tax. At the time, form 1040 was 1 page. Federal, state, and local governments have enacted tax codes of varied scopes. Today, the Tax Code consists of 83,000 pages.

How many changes in the Tax Code are necessary before people realize they must be proactive with their Tax & Estate Planning?

If you are unsure how to start proactively planning, join Steven J. Toto, CFP®, as he simplifies the following strategies that may reduce your tax bill for 2023 and beyond so you can maximize what you keep and pass on to your heirs:

  • Why rising taxes may be the most significant risk in your retirement.
  • The effect of the SECURE Act on your heirs.
  • Ways to potentially lessen your future tax burden of RMDs (73) now.
  • Estate Planning myths you should not believe.
  • How you can benefit from recent tax legislation to potentially reduce your taxes.
  • Strategies to avoid probate.
  • Learn how to take advantage of a 3-year tax window now.
  • Navigate the Estate Planning minefield successfully.
  • When an irrevocable trust should be considered.
  • Common Estate Planning mistakes you need to avoid.
  • Why it is essential to update your Estate Plan at a regular frequency.
  • Probate and inheritance traps that may pose a challenge.

Previous Events 2023

February

February 22 – Yardley Makefield Township Library, PA
February 23 – Plainsboro Public Library, NJ
Retirement Literacy: PROACTIVE TAX & ESTATE PLANNING

January

January 24 & 25 – Ruth’s Chris Princeton, NJ
January 26 Lunch & Dinner – Grey Stone Newtown, PA
Retirement Literacy: STRATEGIC TAX & ESTATE PLANNING

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