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!

June 2025

June 24 @ 6pm: Ruth’s Chris Steakhouse, Princeton, NJ
June 25 @ 6pm: Capital Grille, Newtown PA

Efficient Tax & Estate Planning Strategies

With tax laws in flux, Tax and Estate 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..

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:

  • Estate Planning
    • 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?
    • How to 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.
  • Tax Planning
    • Why rising taxes may be the most significant risk in your retirement.
    • Will you have “Excess Income” in 2025 or after age 73?
    • Ways to potentially lessen your future tax burden of Required Minimum Distributions (73) now.
    • Potentially reduce taxes ahead of tax law changes.
    • Ways to potentially create a TAX-FREE income in retirement from your current IRA, 401(k), or 403(b).

June 10 @ 6pm: Princeton Italian-American Sportsmen’s Club (PIASC), Princeton, NJ
June 11 @ 6pm: Yardley Library, Yardley 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

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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