Event Details
March 31
6:00 pm
Ocean View Council Chambers
32 West Ave
Ocean View, DE 19970 United States
Directions
Taxes, Trusts & the One Big Beautiful Bill Act
Educational Workshop (Updated for 2026)
What Every Retiree Needs to Know to Protect Income and Reduce Tax Surprises
Recent legislative changes and evolving tax rules are creating new planning considerations for retirees and those approaching retirement. Decisions around taxes, estate planning, and income strategies are more interconnected than many realize.
This complimentary educational workshop is designed to help you better understand how these areas may work together within a coordinated retirement plan.
Join us in Ocean View for an informative session focused on helping you make more confident, informed decisions, especially in today’s changing tax environment.
What You’ll Learn
During this educational presentation, we will explore:
- The advantages and limitations of wills and living trusts
- How recent tax law changes, including the OBBB Act, may impact retirement income
- Considerations for reducing tax exposure over time
- How powers of attorney function and potential limitations
- The role of tax diversification in retirement planning
- Roth conversion considerations in today’s environment
- The “Big 3” retirement risks: market risk, longevity risk, and tax risk
- How to evaluate your current portfolio risk and overall strategy
- How estate planning decisions may affect future generations
Changes in tax legislation can create both opportunities and new considerations. Understanding how income sources, deductions, and account types interact may help you make more informed planning decisions.
Our goal is not to predict the future, but to help you understand how decisions in one area of your financial life may affect others.
Event Details
Location:
Ocean View Town Hall – Council Chambers
32 West Avenue
Ocean View, DE 19970
Dates & Times:
- Tuesday, March 31 at 6:00 PM
- Tuesday, April 7 at 6:00 PM
Presented By
Nicholas Craven, CFP®
Vice President, Montgomery Financial
Nicholas specializes in investment management and advanced planning strategies, helping clients align financial decisions with long-term goals.
Who Should Attend
This event may be appropriate for individuals who are:
- Nearing retirement or recently retired
- Interested in understanding how tax law changes may impact their financial strategy
- Reviewing estate planning decisions such as trusts or wills
- Looking to better coordinate income, tax, and legacy planning
This is a complimentary educational event. No products will be sold, and there is no obligation to attend. Seating is limited and advance registration is encouraged.
As fiduciaries, we focus on providing general educational information. We encourage attendees to consult their tax and legal professionals regarding their individual situation.
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