Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 26, 2024
7:00p - 7:45p
Online Webinar
[Webinar] Savvy Tax Planning: Strategies to Help You Pay the Least Amount of Taxes!
In this new workshop, we will cover several clear-cut, easy to understand strategies to help lower your tax bill. When it makes sense to perform Roth conversions, how Roth conversions can reduce your taxes and one BIG mistake to avoid! How improving the "asset location" in your investment portfolio can save you thousands in unnecessary taxes! How to minimize taxes on your Required Minimum Distributions and how recent tax laws may impact your retirement plan. How to lower taxes on Social Security benefits and 3 things to consider before filing. If you are retired or nearing retirement and are interested in paying the least amount of taxes, this workshop is for you!
February 13, 2024
7:00p - 7:45p
Online Webinar
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
January 30, 2024
7:00p - 7:45p
Online Webinar
[Webinar] Savvy Tax Planning: Strategies to Help You Pay the Least Amount of Taxes!
In this new workshop, we will cover several clear-cut, easy to understand strategies to help lower your tax bill. When it makes sense to perform Roth conversions, how Roth conversions can reduce your taxes and one BIG mistake to avoid! How improving the "asset location" in your investment portfolio can save you thousands in unnecessary taxes! How to minimize taxes on your Required Minimum Distributions and how recent tax laws may impact your retirement plan. How to lower taxes on Social Security benefits and 3 things to consider before filing. If you are retired or nearing retirement and are interested in paying the least amount of taxes, this workshop is for you!
January 23, 2024
7:00p - 7:45p
Online Webinar
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
January 16, 2024
6:30p - 7:15p
Online Webinar
[Webinar] Savvy Tax Planning: Strategies to Help You Pay the Least Amount of Taxes!
In this new workshop, we will cover several clear-cut, easy to understand strategies to help lower your tax bill. When it makes sense to perform Roth conversions, how Roth conversions can reduce your taxes and one BIG mistake to avoid! How improving the "asset location" in your investment portfolio can save you thousands in unnecessary taxes! How to minimize taxes on your Required Minimum Distributions and how recent tax laws may impact your retirement plan. How to lower taxes on Social Security benefits and 3 things to consider before filing. If you are retired or nearing retirement and are interested in paying the least amount of taxes, this workshop is for you!
January 9, 2024
6:30p - 7:15p
Online Webinar
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 30, 2023
7:00p - 8:00p
South Huntington School District- Walt Whitman High School
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 25, 2023
7:00p - 8:00p
Huntington High School
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 17, 2023
7:00p - 8:00p
Smithtown High School East- Library
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
October 11, 2023
7:00p - 8:00p
Kings Park Central School District
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 10, 2023
7:00p - 8:00p
Smithtown High School East- Little Theatre
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 3, 2023
6:30p - 7:30p
Great Neck Public Library
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
October 2, 2023
7:00p - 8:00p
Syosset High School
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
September 26, 2023
7:00p - 8:00p
Three Village School District- Online via Zoom
[Webinar] Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
September 19, 2023
7:00p - 8:00p
Three Village School District - Online via Zoom
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
September 11, 2023
6:30p - 7:30p
Great Neck Public Library
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
August 22, 2023
7:00p - 8:00p
Online via Zoom
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
August 21, 2023
7:00p - 8:00p
Online via Zoom
[Webinar] Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
August 8, 2023
7:00p - 8:00p
Online via Zoom
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
July 17, 2023
6:30p - 7:30p
NestEgg Advisors- Hauppauge Office
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
June 5, 2023
6:30p - 7:30p
NestEgg Advisors- Hauppauge Office
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
April 18, 2023
7:00p - 8:00p
Kings Park School District
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
March 28, 2023
7:00p - 8:00p
West Islip School District - Online via Zoom
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
March 23, 2023
7:00p - 8:30p
Smithtown High School East - Little Theatre
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
March 20, 2023
7:00p - 8:00p
South Huntington School District – Walt Whitman High School, Room 524
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals - when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
March 16, 2023
7:00p - 8:30p
Smithtown High School East - Little Theatre
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
March 13, 2023
7:00p - 8:00p
South Huntington School District – Walt Whitman High School, Room 524
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
March 9, 2023
7:00p - 8:30p
Huntington High School HUFSD Adult Ed
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
March 8, 2023
7:00p - 8:00p
Three Village School District - Online via Zoom
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
March 2, 2023
7:00p - 8:30p
Huntington High School HUFSD Adult Ed
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 27, 2022
7:00p - 8:30p
Huntington High School, Room 110
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
October 26, 2022
7:00p - 8:00p
West Islip School District — Online via Zoom
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 25, 2022
7:00p - 8:00p
Kings Park School District
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 20, 2022
7:00p - 8:30p
Huntington High School, Room 110
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 19, 2022
7:00p - 8:00p
South Huntington School District - Walt Whitman High School, Room 524
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
October 13, 2022
7:00p - 8:30p
Smithtown High School East - Little Theatre
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
October 12, 2022
7:00p - 8:00p
South Huntington School District - Walt Whitman High School, Room 524
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 6, 2022
7:00p - 8:30p
Smithtown High School East - Little Theatre
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 3, 2022
8:00p - 9:00p
Online via Zoom
[Webinar] Financial Planning and Disability Insurance for Physicians
Learn the benefits of making 403(b) contributions, how to take advantage of employer matches, and how to use your Roth IRA as an emergency reserve fund. We will discuss three little known features of Roth IRAs and how to use them effectively to maximize your net worth. This webinar will cover important features that every disability plan should have, and the differences between individual disability and group disability plans, and why your group disability insurance may not be sufficient. We will discuss when it is the “right time” to purchase disability insurance and how different factors such as age, sex, and medical specialty can affect your premium. We will also discuss how to qualify for resident/fellow discounts.
September 14, 2022
7:00p - 8:00p
Glen Cove Public Library — Online via Zoom
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
May 10, 2022
7:00p - 8:00p
Locust Valley Public Library
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
May 4, 2022
7:00p - 8:00p
Kings Park High School
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
May 2, 2022
7:00p - 8:00p
Sachem Library
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
April 27, 2022
7:00p - 8:00p
Cold Spring Harbor Library— Online via Zoom
[Webinar] Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
April 25, 2022
7:00p - 8:00p
Huntington Public Library
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
April 13, 2022
7:00p - 8:00p
Kings Park High School, Room 103
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
April 11, 2022
7:00p - 8:00p
Three Village School District- Ward Melville High School
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
April 6, 2022
6:30p - 7:30p
Hauppauge Library
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
April 4, 2022
7:00p - 8:00p
Three Village School District- Ward Melville High School
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
March 30, 2022
7:00p - 8:00p
West Islip School District — Online via Zoom
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
March 28, 2022
7:00p - 8:00p
Huntington Public Library
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
March 23, 2022
7:00p - 8:00p
South Huntington School District- Walt Whitman High School, Room 524
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
March 21, 2022
7:00p - 8:00p
Middle Country Central School District, Centereach High School
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
March 15, 2022
7:00p - 9:00p
Smithtown High School East- Little Theatre
Asset Protection: From Lawsuits, Creditors, and Judgements
You’ve worked hard to build your nest egg and create financial security. With lawyers working on contingency fees and juries making emotional decisions, having deep pockets or even moderately sized pockets makes you a target. Judgments are routinely issued for millions of dollars and lawyers can extort whopping settlements because even the most innocent defendant cannot afford to gamble in court. This webinar will provide you with easy-to-understand and effective strategies designed to protect your assets using both conventional approaches as well as today’s newest strategies. If you are concerned about protecting your assets and preserving your nest egg, this webinar is for you!
March 14, 2022
7:00p - 8:00p
Middle Country Central School District, Centereach High School
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
March 9, 2022
7:00p - 8:00p
South Huntington School District- Walt Whitman High School, Room 524
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
March 8, 2022
7:00p - 9:00p
Smithtown High School East- Little Theatre
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
March 2, 2022
7:00p - 8:00p
West Islip School District — Online via Zoom
[Webinar] Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
March 1, 2022
7:00p - 8:00p
Online via Zoom- Port Jefferson Library
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
February 23, 2022
7:00p - 8:00p
Plainview-Old Bethpage Library
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
February 16, 2022
6:30p - 7:30p
Hauppauge Library
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
February 15, 2022
7:00p - 8:00p
East Islip Public Library
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
February 9, 2022
7:00p - 8:00p
Glen Cove Public Library— Online via Zoom
[Webinar] Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
February 7, 2022
7:00p - 8:00p
East Islip Public Library
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
February 2, 2022
7:00p - 8:00p
Sachem Public Library
Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
February 1, 2022
7:00p - 8:00p
Commack Public Library
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
January 26, 2022
7:00p - 8:30p
Online via Zoom
[Webinar] Asset Protection: From Lawsuits, Creditors, and Judgements
You’ve worked hard to build your nest egg and create financial security. With lawyers working on contingency fees and juries making emotional decisions, having deep pockets or even moderately sized pockets makes you a target. Judgments are routinely issued for millions of dollars and lawyers can extort whopping settlements because even the most innocent defendant cannot afford to gamble in court. This webinar will provide you with easy-to-understand and effective strategies designed to protect your assets using both conventional approaches as well as today’s newest strategies. If you are concerned about protecting your assets and preserving your nest egg, this webinar is for you!
January 19, 2022
8:00p - 8:30p
Online via Zoom
[Webinar] Financial Planning and Disability Insurance for Physicians
Learn the benefits of making 403(b) contributions, how to take advantage of employer matches, and how to use your Roth IRA as an emergency reserve fund. We will discuss three little known features of Roth IRAs and how to use them effectively to maximize your net worth. This webinar will cover important features that every disability plan should have, and the differences between individual disability and group disability plans, and why your group disability insurance may not be sufficient. We will discuss when it is the “right time” to purchase disability insurance and how different factors such as age, sex, and medical specialty can affect your premium. We will also discuss how to qualify for resident/fellow discounts.
January 18, 2022
7:00p - 8:00p
Cold Spring Harbor Library-Online via Zoom
[Webinar] Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
January 13, 2022
7:00p - 8:00p
Oceanside Public Library- Online via Zoom
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
January 12, 2022
8:00p - 8:30p
Online via Zoom
[Webinar] Financial Planning and Disability Insurance for Physicians
Learn the benefits of making 403(b) contributions, how to take advantage of employer matches, and how to use your Roth IRA as an emergency reserve fund. We will discuss three little known features of Roth IRAs and how to use them effectively to maximize your net worth. This webinar will cover important features that every disability plan should have, and the differences between individual disability and group disability plans, and why your group disability insurance may not be sufficient. We will discuss when it is the “right time” to purchase disability insurance and how different factors such as age, sex, and medical specialty can affect your premium. We will also discuss how to qualify for resident/fellow discounts.
November 10, 2021
7:00p - 8:00p
Online via Zoom
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 27, 2021
7:00p - 7:45p
West Islip School District — Online via Zoom
[Webinar] Savvy IRA Planning for Baby Boomers
Baby Boomers are asking: which type of retirement account is right for me, can I still contribute and how much, what do I need to know about withdrawals – when, how much and how are they taxed, and what happens to my IRA when I die. In this workshop, you will learn important IRA rules for traditional and Roth IRA’s and Roth conversions; how direct and indirect rollovers work; and special considerations for spousal and inherited IRA’s. You will also learn three common IRA mistakes and how to avoid them; four strategies for smart IRA planning, recent rule changes based on the SECURE Act, and how to coordinate your IRA planning with your overall investment, retirement, and estate planning and with Social Security retirement benefits. All attendees will receive the “Baby Boomers Guide To IRA Planning” which summarizes key IRA provisions.
October 25, 2021
6:30p - 8:30p
Hauppauge Library
Savvy Social Security Planning
What everyone wants to know (especially boomers). After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 20, 2021
7:00p - 7:45p
West Islip School District — Online via Zoom
[Webinar] Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 18, 2021
7:00p - 9:00p
Sachem Library
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 12, 2021
7:00p - 9:00p
Smithtown High School East - Little Theatre
Grandparents Guide to Financial Planning
Grandparents can have a major impact on their grandchildren and, with the proper tools and guidance, can help them build a solid financial foundation. And it’s not all about monetary gifts. In this workshop, you will learn how to impart key financial lessons to your grandchildren in a way that inspires them and makes a lasting impression. College costs are skyrocketing and you will learn creative ways for grandparents to help and why, in many cases, it is a big mistake for grandparents to use the popular 529 College Savings plans. When it comes to legacy planning, grandchildren often get short changed. We expect the children’s inheritance to filter down to the grandchildren but divorce, death, lawsuits, and poor financial decisions mean the grandchildren often end up with very little or nothing. This program highlights the best ways to avoid these pitfalls and protect the grandchildren.
October 6, 2021
7:00p - 9:00p
Middle Country Central School District, Centereach High School
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.
October 5, 2021
8:00p - 8:45p
Online via Zoom
[Webinar] Financial Planning and Disability Insurance for Physicians
Learn the benefits of making 403(b) contributions, how to take advantage of employer matches, and how to use your Roth IRA as an emergency reserve fund. We will discuss three little known features of Roth IRAs and how to use them effectively to maximize your net worth. This webinar will cover important features that every disability plan should have, and the differences between individual disability and group disability plans, and why your group disability insurance may not be sufficient. We will discuss when it is the “right time” to purchase disability insurance and how different factors such as age, sex, and medical specialty can affect your premium. We will also discuss how to qualify for resident/fellow discounts.
October 4, 2021
7:00p - 9:00p
Smithtown High School East - Little Theatre
Savvy Social Security Planning
After being told for years that Social Security is "going broke," baby boomers are realizing that it will soon be their turn to collect. But the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime. Learn not only the basics but also little know strategies for maximizing your benefits. This program will cover when it makes sense to delay benefits, how earnings affect your benefits, how benefits are taxed, how to integrate benefits with other retirement income sources, and how to coordinate benefits with your spouse. Each attendee will receive a free copy of The Baby Boomer's Guide to Social Security which summarizes key retirement benefit provisions.