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

June

June 19th – Newtown, PA
Retirement Literacy: Navigating Uncertainty with Confidence

Time: 6:00pm-7:00pm
Where: Grey Stone, 552 Washington Crossing Rd, Newtown, PA 18940

As we approach the next election cycle, the retirement planning landscape is inevitably influenced by a multitude of factors. From evolving tax laws affecting retirement accounts to shifts in healthcare policy, and broader economic changes that could sway market performance, navigating retirement planning amidst this uncertainty requires a solid foundation of retirement financial literacy.

Join Steven J. Toto, CFP®, to put your financial literacy knowledge to the test.

During the event, we will discuss:

  • Income Maximization: Understand how to optimize various income sources like Social Security benefits, pensions, and other potential streams. Examining your tax implications and coordinating withdrawals can contribute to a more tax-efficient and sustainable income plan.
  • Investment Management: Shift focus from wealth accumulation to preservation by balancing risk and return in a diversified investment strategy.
  • Tax Efficiency: Act now to address changes in tax laws as provisions from the 2017 Tax Cuts and Jobs Act are set to expire by the end of 2025. With only two years left to address changes, it’s imperative to understand the urgency and act now.
  • Long-Term Care Planning: Cost-effective planning options are available that may mitigate or eliminate the financial risk of longterm health care expenses.
  • Generational Wealth: Understanding the tax implications of passing on assets to heirs and having a plan for the distribution of one’s estate for seamless succession to beneficiaries.
  • Strategic Withdrawal Planning: Create a sustainable withdrawal strategy considering tax implications, required minimum distributions (RMDs), and potential tax brackets for the longevity of retirement savings.

June 18th – Lawrenceville, NJ
Retirement Literacy: Navigating Uncertainty with Confidence

Time: 6:00pm-7:00pm
Where: KC Prime, 4160 Quakerbridge Road Lawrenceville, NJ 08648

As we approach the next election cycle, the retirement planning landscape is inevitably influenced by a multitude of factors. From evolving tax laws affecting retirement accounts to shifts in healthcare policy, and broader economic changes that could sway market performance, navigating retirement planning amidst this uncertainty requires a solid foundation of retirement financial literacy.

Join Steven J. Toto, CFP®, to put your financial literacy knowledge to the test.

During the event, we will discuss:

  • Income Maximization: Understand how to optimize various income sources like Social Security benefits, pensions, and other potential streams. Examining your tax implications and coordinating withdrawals can contribute to a more tax-efficient and sustainable income plan.
  • Investment Management: Shift focus from wealth accumulation to preservation by balancing risk and return in a diversified investment strategy.
  • Tax Efficiency: Act now to address changes in tax laws as provisions from the 2017 Tax Cuts and Jobs Act are set to expire by the end of 2025. With only two years left to address changes, it’s imperative to understand the urgency and act now.
  • Long-Term Care Planning: Cost-effective planning options are available that may mitigate or eliminate the financial risk of longterm health care expenses.
  • Generational Wealth: Understanding the tax implications of passing on assets to heirs and having a plan for the distribution of one’s estate for seamless succession to beneficiaries.
  • Strategic Withdrawal Planning: Create a sustainable withdrawal strategy considering tax implications, required minimum distributions (RMDs), and potential tax brackets for the longevity of retirement savings.

April

April 17th – KC Prime Restaurant Steakhouse, Lawrenceville, NJ
Retirement Literacy: RETIREMENT FINANCIAL LITERACY

 

March

March 26th –Yardley-Makefield Branch, Bucks County Free Library, Yardley, PA
March 27th – Mercer County Library: Lawrence Headquarters Branch, Lawrence Township, NJ
Retirement Literacy: TAXES, INFLATION, & MARKET VOLITILITY

AM & PM SESSIONS

 

 

March 11th – The Yardley Inn, Yardley, PA
March 12th –
KC Prime Restaurant Steakhouse, Lawrenceville, NJ
Retirement Literacy:
FINANCIAL LITERACY

 

February

February 20 – Yardley-Makefield Branch, Bucks County Free Library, PA
February 21 –
Plainsboro Public Library, NJ
Retirement Literacy:
TAXES, INFLATION & MARKET VOLATILITY 

AM & PM SESSIONS.

 

 

 

 

February 6 – Ruth’s Chris Steakhouse Princeton, NJ
February 7 –
Grey Stone Newtown, PA
Retirement Literacy:
2024 TAX-EFFICIENT RETIREMENT STRATEGIES

 

January

January 8 – Ruth’s Chris Steakhouse Princeton, NJ
January 10 –
Grey Stone Newtown, PA
Retirement Literacy:
2024 TAX-EFFICIENT RETIREMENT STRATEGIES

 

Previous Events 2023

November

November 6: 2 pm & 6 pm sessions – Richboro, PA
Retirement Literacy: TAXES, INFLATION, AND MARKET VOLATILITY

October

October 9 – Ruth’s Chris Steakhouse Princeton, NJ
October 10 –
Grey Stone Newtown, PA
Retirement Literacy: 
ESTATE + YEAR-END TAX PLANNING

 

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

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