Smart Tax & Retirement Webinar
  • June 29, 2022
  • 6:30 pm
  • Virtual
  • Osteria Cucina Rustica - Marlboro, NJ


If you’re nearing retirement or currently in retirement, please join us for a virtual webinar presentation. A complimentary, no obligation gourmet dinner will be delivered to your home by Osteria Cucina Rustica for you to enjoy while attending a virtual event with us.

While hosting these events, we have found that people greatly appreciate the value it brings along with the privacy they offer. We will delivery a gourmet meal for you and your partner to enjoy while we impart with key insights on managing your 401Ks, IRAs, and retirement investments.

We aim to assist and inform clients as they achieve maximum wealth and protection. Our events provide more on the approaches we take to wealth accumulation, protections, and tax intelligence.
Our key topics include:

  • Retirement Planning
  • Inflation
  • Market Volitility
  • Tax Efficient Strategies
  • Retirement Income

This is an educational and research package that is based on our own findings and resources. Only our direct client engagement under penalty of law constitutes financial advise.