Event Details
April 29
6:00 pm
Georgetown Public Library – Meeting Room A
123 W Pine St
Georgetown, DE 19947 United States
Directions
What today’s legislative changes could mean for your retirement income, estate plan, and tax strategy.
Retirement Planning Seminar in Georgetown, DE
Recent legislative changes are raising important questions for retirees and those approaching retirement, especially when it comes to taxes, income planning, and estate strategies. This educational workshop is designed to help you better understand how these moving pieces may work together within a coordinated retirement plan.
Join us for a complimentary, informational event at the Georgetown Public Library, where we’ll explore how today’s evolving tax environment may influence your long-term financial decisions. Our goal is to provide clarity and perspective so you can make more informed choices in coordination with your tax and legal professionals.
What You’ll Learn
- How recent tax law changes may affect retirement income and distributions
- Key considerations when evaluating wills vs. living trusts
- Common estate and legacy planning gaps many retirees overlook
- The role taxes may play in a coordinated retirement strategy
- Roth conversion considerations in today’s environment
- The “3 key risks” that can impact your financial picture in retirement
- How to evaluate risk within your current portfolio
- Ways to create more flexibility and control in retirement planning
Event Details:
Tuesday, April 21 at 6:00 PM or
Wednesday, April 29 at 6:00 PM
Georgetown Public Library, Meeting Room A
123 W Pine St, Georgetown, DE 19947
This workshop is designed for individuals and couples who are:
- Approaching retirement or recently retired
- Interested in understanding how taxes may impact their retirement income
- Looking to evaluate estate planning and long-term financial strategies
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, our focus is on providing general education to help you better understand your options. We encourage attendees to consult their tax and legal professionals regarding their individual situation.
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