You and a guest are invited to join us at Hilton Garden Inn Wallingford/Meriden for an informative workshop on Taxes In Retirement!

Discover How To Pay The Absolute Minimum In Taxes On Your Retirement Income

A complimentary workshop on how you can possibly pay fewer taxes in retirement.

Taxes In Retirement Workshop @ Hilton Garden Inn Wallingford/Meriden 

Monday, September 21st

6:00 PM

Wednesday, September 23rd

6:00 PM

Hilton Garden Inn Wallingford/Meriden
1181 Barnes Rd

Wallingford, CT 06492

This seminar will be meeting requirements for social distancing and taking precautions to ensure the safety of our guests. We will be limiting the number of attendees to 50% of the room capacity with a minimum of 6 feet between each table. To help us keep everyone safe, please wear your mask at this event.

This is a must attend class if you are retired or nearing retirement. The decisions you make today will affect how you live out your retirement.

Discover the following in this comprehensive workshop:

Taxation

Discover how to pay the absolute minimum in taxes when taking your required minimum distributions. (RMD)

Market Volatility

Get the play by play on customized strategies that will help your money grow will mitigating risk.

Social Security

Did you know that up to 85% of your Social Security benefits can be taxable? Increase your cash flow with effective filing strategies.

RMD's

Retirement accounts have rules that, if broken, can carry stiff penalties and tax consequences. We’ll explain them in detail.

Income Distribution

Knowing when and how to withdraw from the right accounts will keep you out of the strike zone later in your retirement!

Avoiding Mistakes

Making a mistake with your retirement income plan could cost you thousands. Learn how to avoid the most common errors.

Reserve your complimentary seat Today!

Why we created this workshop:

This informational workshop was developed for adults ages 55+. There is no cost or obligation, but seating is limited so reserve your spot today.


If you're like most hardworking Americans, you don't want to work forever, and retirement is something you're looking forward to enjoying. Chances are you've seen the market go up and down over your career and you're looking for ways to secure a paycheck that will last a lifetime.

We host these classes to help inform those who are looking for the light at the end of the tunnel so they can have the confidence to retire when they want without the fear of running out of money.