Events & Seminars

We’re committed to helping you make informed decisions about your financial future and offer both virtual and in-person events to help you achieve financial peace of mind.

 

INCOME, ESTATE AND TAX PLANNING FOR 2022 AND BEYOND

With the government frequently changing the rules of the game, investments and estate planning should be reviewed often to  ensure that investments remain tax efficient and that estate planning documents are designed to minimize taxes and accurately reflect your intentions. If you are retired or closing in on (within seven years of) retirement, you won’t want to miss this event!

LEARN STRATEGIES TO PRESERVE AND PROTECT YOUR WEALTH AND LEAVE A LEGACY

  • Are you working with a comprehensive planner or more of an investment-focused adviser?
  • How to create an Estate plan that can help your family protect against future divorces, lawsuits, and creditor protection. Not all plans do this!
  • What to do about the upcoming tax hikes and make sure you are taking note of proper tax asset allocation.
  • The SECURE Act ended Stretch IRA planning. What are your options now to ensure assets go to your family and not to the IRS or attorneys?
  • Is your portfolio properly positioned for retirement (preservation and income) or is it more of an accumulation portfolio?
  • Do you have a written retirement income plan designed to withstand Bear markets?
  • Do you have a plan for taking your best Social Security strategy?

Already an SFG client?  Please share the wealth of knowledge with your friends and family about all the great work we do and bring them to an event. We love being introduced! 

 

THIS EVENT IS BEST SUITED FOR THOSE WITH
AT LEAST $350,000 OR MORE IN SAVINGS.

TO RESERVE YOUR SEATS FILL OUT THE SEMINAR REGISTRATION FORM ON THIS PAGE

All attendees should be nearing retirement or currently in retirement. Our policy is to give preferential seating first to first-time attendees. Married guests must attend together.

A representative of Stuart Financial Group will be contacting you to confirm the details of your reservation request and dinner options. Please provide a daytime telephone number where we can reach you during the workday. 

* This website may contain concepts that have tax, accounting or legal implications. The material is intended for informational purposes only. It is not intended to provide tax, accounting or legal advice or to service as the basis for any financial decisions. Individuals are advised to consult with their own accountant and/or attorney regarding all tax, accounting and legal matters.