Estate & Retirement Planning Simplified

If you’re retired or nearing retirement, the focus shifts from saving money to keeping more of what you’ve already earned. Taxes, required distributions, and changing legislation can significantly affect how long your savings last — and how much income you’re able to enjoy in retirement. With ongoing changes to tax laws, market conditions, and retirement rules, many retirees are paying more in taxes than they expect or realize. Without proactive planning, even small inefficiencies can add up over time You and your spouse are invited to join a select group of couples for an informative and interactive dinner discussion focused on retirement tax planning. You’ll learn about key changes coming in 2026 and practical strategies designed to help reduce taxes, improve income efficiency, and protect your retirement savings.