Event Details
November 4, 2025
6:00 pm
Historic Village in Ocean View
32 West St (parking)
Ocean View, DE 19970 United States
Directions
Who Should Attend
This workshop is designed for:
- Retirees and pre-retirees who want clarity and confidence in their financial future
- Individuals seeking to reduce tax burdens and maximize what they leave behind
- Anyone interested in understanding the relationship between estate planning and retirement income
- Families wanting to protect their legacy while planning for long-term care and rising tax environments
Whether you’re decades into retirement or just beginning the transition, this workshop will provide valuable insight to help you make informed, strategic decisions.
What You’ll Learn
- Estate Planning Fundamentals
Understand what an estate plan is and why it’s essential for every retiree. Learn the key documents (Wills, Trusts, Powers of Attorney), their purpose, and the differences between wills and trusts – including privacy, probate, and control. - Common Pitfalls to Avoid
Discover the most frequent mistakes retirees make in their estate planning, including outdated documents, missteps in titling assets, and the risks of putting a child’s name on property or accounts. - Long-Term Care Realities
Learn how long-term care expenses can disrupt even the most well-prepared financial plan and how to proactively manage this potential risk. - Tax Planning in Retirement
Go beyond tax preparation – learn about proactive tax planning strategies designed to reduce your lifetime tax bill. Topics include:- Tax diversification strategies
- The three tax buckets and how to use them
- Roth IRA conversions and how they can benefit your heirs
- How legislative changes like the SECURE Act could affect your plan
- Legacy & Charitable Strategies
Explore ways to leave more to loved ones or causes you care about by reducing estate taxes and leveraging charitable tools.
Objective
Our goal is simple:
To help you retire with confidence and clarity by removing uncertainty around two of the most misunderstood – and most impactful areas of your financial life: estate planning and taxes.
At Montgomery Financial, we believe retirement should be inspiring, not stressful. Through our INSPIRATION PROCESS, we bring together all aspects of your financial picture – Investments, Income, Taxes, and Legacy – to build a comprehensive plan aligned with your personal values and life goals.
What to Expect
This 45-minute educational workshop will be:
- Interactive and Easy to Understand – No jargon, just practical insights
- No Pressure – We are fiduciaries. This is not a sales pitch; it’s a sincere effort to educate and empower
- Action-Oriented – You’ll walk away with at least two clear next steps to take control of your plan
Spots are limited – reserve yours today!
Because when it comes to your future, uncertainty should never be part of the plan.
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