- In-Person Events
- On-Demand Webinars
In-Person Events
October
October 10th – Newtown, PA
Retirement Literacy: Estate & Year-End Tax Planning
Time: 6:00 pm-7:00 pm
Where: Grey Stone – 552 Washington Crossing Rd, Newtown, PA 18940
Ethos Capital Advisors cordially invite you and your guest to an informative dinner event for retirees or those nearing retirement. Local financial advisor, Steven J. Toto, CFP, will uncover timely subjects to help you refine your decision-making for your future.
With tax laws in flux, Estate, and Tax Planning are more critical than ever. With the sunsetting of many Tax Cuts and Jobs Act provisions on January 1, 2026, Americans are up against a deadline to execute planning strategies that could potentially result in tax savings. Now is the time to understand the implications and consider strategies to help mitigate the potential risks.
Reserve your seat today to avoid being placed on the waitlist.
During the presentation, we will discuss:
October 9th – Princeton, NJ
Retirement Literacy: Estate & Year-End Tax Planning
Time: 6:00 pm-7:00 pm
Where: Ruth’s Chris Steakhouse – 2 Village Blvd, Princeton, NJ 08540
Ethos Capital Advisors cordially invite you and your guest to an informative dinner event for retirees or those nearing retirement. Local financial advisor, Steven J. Toto, CFP, will uncover timely subjects to help you refine your decision-making for your future.
With tax laws in flux, Estate, and Tax Planning are more critical than ever. With the sunsetting of many Tax Cuts and Jobs Act provisions on January 1, 2026, Americans are up against a deadline to execute planning strategies that could potentially result in tax savings. Now is the time to understand the implications and consider strategies to help mitigate the potential risks.
Reserve your seat today to avoid being placed on the waitlist.
During the presentation, we will discuss:
Previous Events 2023
September
September 12 – Ruth’s Chris Steakhouse Princeton, NJ
September 13 – Grey Stone Newtown, PA
Retirement Literacy: ESTATE + YEAR-END TAX PLANNING
July
July 18 – Ruth’s Chris Steakhouse Princeton, NJ
July 19 – Grey Stone Newtown, PA
Retirement Literacy: DE-RISK YOUR RETIREMENT
June
June 19 – Ruth’s Chris Steakhouse Princeton, NJ
June 20 – Grey Stone Newtown, PA
Retirement Literacy: PROACTIVE TAX & ESTATE PLANNING
April
April 24 – Ruth’s Chris Steakhouse Princeton, NJ
April 25 – Grey Stone Newtown, PA
Retirement Literacy: PROACTIVE TAX & ESTATE PLANNING
March
March 20 – Hamilton Public Library, NJ
March 21 – Yardley Makefield Township Library, PA
Retirement Literacy: PROACTIVE TAX & ESTATE PLANNING
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
On-Demand Webinars
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