Join us at one of our upcoming, informative dinner seminars designed for anyone planning their financial future, or find us locally in the community.

10
Oct

Client Educational Dinner: Tax-Free Retirement Income

7:00 pm - 9:30 pm |
Garden City, NY

While income taxes aren’t going away any time, the good news is that there are a number of investments and strategies that can be used to create tax-free income streams during retirement.

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5
Nov

10 Ways to Lower Your Investment Risk

7:00 pm - 9:00 pm |
Garden City, New York

With memories of the Financial Crisis of 2007-2008 still fresh in their mind, many retirees and other investors are seeking ways of protecting their nest egg from the next major market Downturn. Thankfully, by incorporating a variety of strategies into their planning, savers can significantly minimize exposure to a variety of potentially damaging risks. In this course, you will learn 10 key concepts used by professional investors, money managers, and other financial professionals to reduce risk.

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7
Nov

Savvy IRA Planning

7:00 pm - 10:00 pm |
Garden City, New York

In this course you will learn some of the key IRA rules, how to avoid some of the biggest IRA mistakes, and some savvy planning strategies that can help you keep more money in your pockets by putting less in Uncle Sam’s.

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12
Nov

Ten Steps to Lower Taxes in Retirement

7:00 pm - 10:00 pm |
Garden City, New York

Navigating the tax code can be tricky –they don’t call it the “code” for nothing, after all. But by utilizing the right techniques and strategies, there’s a good chance that you can meaningfully lower your tax expense in retirement.

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