Please Check Below for Our Upcoming Events & On-Demand Webinar Events.

Our educational events are designed to educate pre-retirees and retirees on the many components that may affect their financial goals. As such, we reserve these workshops for first-time attendees that would find value in the information being discussed. If you or someone you know would be interested in attending an event near you, please register using the buttons below and someone from our office will call to confirm your seat(s).

*Registrations are subject to qualification. First time attendee with a minimum of 250K of investable assets.

  • Live Events
  • Webinars Events

Live Events

Learn How To Sail To And Through Retirement 

When: August 10th at 6:30 pm

Where:
Bonefish Grill
55 US Highway 9
Manalapan, NJ 07726

The “Don’t Miss” Retirement Event! How the Biden Tax Plan could dramatically affect your retirement, and what you should avoid:

  • The proposed tax increases on your income, capital gains, and dividends
  • How the Biden Tax Proposal will effect your retirement income
  • The Future deductibility of your 401(k) contributions
  • The elimination of the stretch IRA can create a tax burden for your beneficiaries
  • Asset Class investing in Bull Market, what you need to know

Please note: Event designed for new attendees only with a minimum of $100,000 in income producing assets. Must be 55+ for all that attend. No children, agents, brokers, or advisors permitted.

Learn How To Sail To And Through Retirement 

When: August 12th at 6:30 pm

Where:
Bonefish Grill
55 US Highway 9
Manalapan, NJ 07726

The “Don’t Miss” Retirement Event! How the Biden Tax Plan could dramatically affect your retirement, and what you should avoid:

  • The proposed tax increases on your income, capital gains, and dividends
  • How the Biden Tax Proposal will effect your retirement income
  • The Future deductibility of your 401(k) contributions
  • The elimination of the stretch IRA can create a tax burden for your beneficiaries
  • Asset Class investing in Bull Market, what you need to know

Please note: Event designed for new attendees only with a minimum of $100,000 in income producing assets. Must be 55+ for all that attend. No children, agents, brokers, or advisors permitted.

Learn How To Sail To And Through Retirement 

When: September 14th at 6:30 pm

Where:
Ciro’s Ristorante
301 Buckelew Ave,
Monroe, NJ 08831

The “Don’t Miss” Retirement Event! How the Biden Tax Plan could dramatically affect your retirement, and what you should avoid:

  • The proposed tax increases on your income, capital gains, and dividends
  • How the Biden Tax Proposal will effect your retirement income
  • The Future deductibility of your 401(k) contributions
  • The elimination of the stretch IRA can create a tax burden for your beneficiaries
  • Asset Class investing in Bull Market, what you need to know

Please note: Event designed for new attendees only with a minimum of $100,000 in income producing assets. Must be 55+ for all that attend. No children, agents, brokers, or advisors permitted.

Learn How To Sail To And Through Retirement 

When: September 14th at 6:30 pm

Where:
Ciro’s Ristorante
301 Buckelew Ave,
Monroe, NJ 08831

The “Don’t Miss” Retirement Event! How the Biden Tax Plan could dramatically affect your retirement, and what you should avoid:

  • The proposed tax increases on your income, capital gains, and dividends
  • How the Biden Tax Proposal will effect your retirement income
  • The Future deductibility of your 401(k) contributions
  • The elimination of the stretch IRA can create a tax burden for your beneficiaries
  • Asset Class investing in Bull Market, what you need to know

Please note: Event designed for new attendees only with a minimum of $100,000 in income producing assets. Must be 55+ for all that attend. No children, agents, brokers, or advisors permitted.

Learn How To Sail To And Through Retirement 

When: October 5th at 6:30 pm

Where:
Nucci’s South
4842 Arthur Kill Rd,
Staten Island, NY 10309

The “Don’t Miss” Retirement Event! How the Biden Tax Plan could dramatically affect your retirement, and what you should avoid:

  • The proposed tax increases on your income, capital gains, and dividends
  • How the Biden Tax Proposal will effect your retirement income
  • The Future deductibility of your 401(k) contributions
  • The elimination of the stretch IRA can create a tax burden for your beneficiaries
  • Asset Class investing in Bull Market, what you need to know

Please note: Event designed for new attendees only with a minimum of $100,000 in income producing assets. Must be 55+ for all that attend. No children, agents, brokers, or advisors permitted.

Learn How To Sail To And Through Retirement 

When: October 7th at 6:30 pm

Where:
Nucci’s South
4842 Arthur Kill Rd,
Staten Island, NY 10309

The “Don’t Miss” Retirement Event! How the Biden Tax Plan could dramatically affect your retirement, and what you should avoid:

  • The proposed tax increases on your income, capital gains, and dividends
  • How the Biden Tax Proposal will effect your retirement income
  • The Future deductibility of your 401(k) contributions
  • The elimination of the stretch IRA can create a tax burden for your beneficiaries
  • Asset Class investing in Bull Market, what you need to know

Please note: Event designed for new attendees only with a minimum of $100,000 in income producing assets. Must be 55+ for all that attend. No children, agents, brokers, or advisors permitted.

Learn How To Sail To And Through Retirement 

When: November 2nd at 6:30 pm

Where:
Vincent’s
350 Mounts Corner Dr,
Freehold, NJ 07728

The “Don’t Miss” Retirement Event! How the Biden Tax Plan could dramatically affect your retirement, and what you should avoid:

  • The proposed tax increases on your income, capital gains, and dividends
  • How the Biden Tax Proposal will effect your retirement income
  • The Future deductibility of your 401(k) contributions
  • The elimination of the stretch IRA can create a tax burden for your beneficiaries
  • Asset Class investing in Bull Market, what you need to know

Please note: Event designed for new attendees only with a minimum of $100,000 in income producing assets. Must be 55+ for all that attend. No children, agents, brokers, or advisors permitted.

Learn How To Sail To And Through Retirement 

When: November 4th at 6:30 pm

Where:
Vincent’s
350 Mounts Corner Dr,
Freehold, NJ 07728

The “Don’t Miss” Retirement Event! How the Biden Tax Plan could dramatically affect your retirement, and what you should avoid:

  • The proposed tax increases on your income, capital gains, and dividends
  • How the Biden Tax Proposal will effect your retirement income
  • The Future deductibility of your 401(k) contributions
  • The elimination of the stretch IRA can create a tax burden for your beneficiaries
  • Asset Class investing in Bull Market, what you need to know

Please note: Event designed for new attendees only with a minimum of $100,000 in income producing assets. Must be 55+ for all that attend. No children, agents, brokers, or advisors permitted.

Webinars

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