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 Capital 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

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:

  • Common Estate Planning mistakes you need to avoid.
  • The effect of the SECURE Act on your heirs.
  • Estate Planning myths you should not believe.
  • When do you need a trust?
  • Navigate the Estate Planning minefield successfully.
  • Tax implications of transferring wealth to future generations.
  • Techniques to protect assets during your lifetime to ensure they pass efficiently to your intended beneficiaries.
  • Why rising taxes may be the most significant risk in your retirement.
  • Will you have “Excess Income” in 2023 or after age 73?
  • Ways to potentially lessen your future tax burden of Required Minimum Distributions (73).
  • How you can potentially reduce your taxes.
  • Learn how to take advantage of a 2–3-year tax window now.
  • Ways to potentially create a TAX-FREE income in retirement from your current IRA, 401(k) or 403(b).

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:

  • Common Estate Planning mistakes you need to avoid.
  • The effect of the SECURE Act on your heirs.
  • Estate Planning myths you should not believe.
  • When do you need a trust?
  • Navigate the Estate Planning minefield successfully.
  • Tax implications of transferring wealth to future generations.
  • Techniques to protect assets during your lifetime to ensure they pass efficiently to your intended beneficiaries.
  • Why rising taxes may be the most significant risk in your retirement.
  • Will you have “Excess Income” in 2023 or after age 73?
  • Ways to potentially lessen your future tax burden of Required Minimum Distributions (73).
  • How you can potentially reduce your taxes.
  • Learn how to take advantage of a 2–3-year tax window now.
  • Ways to potentially create a TAX-FREE income in retirement from your current IRA, 401(k) or 403(b).

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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