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

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.

RSVP NOW!

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

Retirement Literacy: Navigating Uncertainty with Confidence
Time: 6:00 pm-7:00 pm

As we begin a new presidential administration, the retirement planning landscape will be inevitably influenced by many 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 Ethos Capital Advisors, to put your financial literacy knowledge to the test.

Position yourself to take control of your financial future, armed with the latest timely information:

  • 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 a short time 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.

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

March 11: The Yardley Inn, Yardley, PA
March 12: KC Prime, Lawrenceville, NJ
FINANCIAL LITERACY

February

February 20:Yardley Makefield Township Library, PA
February 21: Plainsboro Public Library, NJ
TAXES, INFLATION & MARKET VOLATILITY 

 

 

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

January

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

 

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