Retire Literate: Your Path to a Confident Retirement

Our educational seminar program is designed to help you make informed decisions about every aspect of retirement. Each event covers unique topics, including income protection, investment risk reduction, tax strategies, healthcare planning, and estate preservation. Join us for an engaging, no-pressure workshop and gain the knowledge you need to navigate your financial future confidently.

Retire Literate: Your Path to a Confident Retirement

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October 2025

October 13 @ 6 pm: Ruth’s Chris Steakhouse, Princeton, NJ
October 16 @ 6 pm: Capital Grille, Newtown, PA

Efficient Tax Planning Strategies and the Big Beautiful Bill

The new Big Beautiful Bill just passed. We’ll break down what it changes, what stays the same, and how it could impact your long-term financial goals. Join us for an educational workshop covering Taxes and the Big Beautiful Bill (including the key changes from the recent tax bill — and what they mean for your finances in an inflationary economy).

By attending this seminar, you’ll learn financial strategies designed to help preserve more of your wealth for your heirs and charitable causes. This includes:

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New Tax Laws – One Big Beautiful Bill Act and how it potentially impacts you
How to reduce or eliminate retirement and estate taxes
Financial strategies that could increase your retirement income and last a lifetime
The new tax rules and their impact on your retirement
How to structure your retirement savings so you never have to worry about running out of money
Common misconceptions about retirement planning
Tools and methods available to retirees to help develop a retirement tax strategy

September 2025

September 30 @ 2 + 6pm: Yardley-Makefield Branch, Bucks County Free Library, Yardley PA

Efficient Tax Planning Strategies and the Big Beautiful Bill

By attending this seminar, you’ll learn financial strategies designed to help preserve more of your wealth for your heirs and charitable causes. This includes:

Learn More ›

New Tax Laws – One Big Beautiful Bill Act and how it potentially impacts you
How to reduce or eliminate retirement and estate taxes
Financial strategies that could increase your retirement income and last a lifetime
The new tax rules and their impact on your retirement
How to structure your retirement savings so you never have to worry about running out of money
Common misconceptions about retirement planning
Tools and methods available to retirees to help develop a retirement tax strategy

August 2025

August 26 @ 2 + 6pm: Yardley-Makefield Branch, Bucks County Free Library, Yardley PA

July 2025

July 9 @ 6pm: Lower Makefield Community Center, Yardley PA
July 10 @ 6pm: Princeton Italian-American Sportsmen’s Club (PIASC), Princeton, NJ

June 2025

June 10 @ 6pm: Princeton Italian-American Sportsmen’s Club (PIASC), Princeton, NJ
June 11 @ 6pm: Yardley Library, Yardley PA
June 24 @ 6pm: Ruth’s Chris Steakhouse, Princeton, NJ
June 25 @ 6pm: Capital Grille, Newtown PA

May 2025

May 20 @ 2pm: Yardley Library, Yardley PA
May 20 @ 6pm: Yardley Library, Yardley PA

April 2025

April 21: The Capital Grille, Newtown PA
April 22: Ruth’s Chris Steakhouse, Princeton NJ
April 23: The Capital Grille, Newtown PA
April 29: Yardley Library, Yardley PA

March 2025

March 18: Westminster Choir College, Princeton NJ
March 19: Lower Makefield Community Center, Yardley PA
March 25: Ruth’s Chris Steakhouse, Princeton NJ
March 26: The Capital Grille, Newtown PA

February 2025

February 11: Yardley-Makefield Branch, Bucks County Free Library, PA
February 13: Mercer County Library: Hallowbrook, Ewing NJ
February 19: The Capital Grille, Newtown PA
2025 TAX-EFFICIENT RETIREMENT STRATEGIES

January 2025

January 13: Mercer County Library: West Windsor Branch, NJ
January 14: Yardley-Makefield Branch, Bucks County Free Library, PA
January 29: The Capital Grille, Newtown PA
2025 TAX-EFFICIENT RETIREMENT STRATEGIES

October 2024

October 21: Ruth’s Chris Steakhouse, Princeton, NJ
October 22: Capital Grille, Newtown, PA
ESTATE + YEAR-END TAX PLANNING

October 9:Mercer County Library: West Windsor Branch
October 10:Yardley-Makefield Branch, Bucks County Free Library
ESTATE + YEAR-END TAX PLANNING

September

September 11: Ruth’s Chris Steakhouse, Princeton, NJ
September 10: KC Prime, Lawrenceville, NJ
ESTATE + YEAR-END TAX PLANNING

August

August 20: KC Prime, Lawrenceville, NJ
August 21: Grey Stone, Newtown, PA
NAVIGATING UNCERTAINTY WITH CONFIDENCE

August 13: Yardley Makefield Township Library, PA
August 12: Mercer County Library: West Windsor Branch, NJ
NAVIGATING UNCERTAINTY WITH CONFIDENCE

July

July 30:KC Prime, Lawrenceville, NJ
July 31: Grey Stone, Newtown, PA
NAVIGATING UNCERTAINTY WITH CONFIDENCE

July 10: Yardley Makefield Township Library, PA
NAVIGATING UNCERTAINTY WITH CONFIDENCE

June

June 27: Mercer County Library: West Windsor Branch, NJ
NAVIGATING UNCERTAINTY WITH CONFIDENCE

June 26: Yardley Makefield Township Library, PA
NAVIGATING UNCERTAINTY WITH CONFIDENCE

June 19: Grey Stone, Newtown PA
NAVIGATING UNCERTAINTY WITH CONFIDENCE

June 18: KC Prime, Lawrenceville, NJ
NAVIGATING UNCERTAINTY WITH CONFIDENCE

April

April 17: KC Prime, Lawrenceville, NJ
RETIREMENT FINANCIAL LITERACY

March

March 26:Yardley Makefield Township Library, PA
March 27: Mercer County Library: Lawrence Headquarters Branch, NJ
TAXES, INFLATION, & MARKET VOLITILITY