Upcoming Events

Scroll to see Dinner Seminars, Educational Events, & On-Demand Webinars with CERTIFIED FINANCIAL PLANNER™ Steve Gaito



The “No-Compromise Retirement Plan” Webinar

Wednesday, June 5th at 2 pm EST!

Have you read “The No-Compromise Retirement Plan” by Martin H. Ruby? Join us for an insightful discussion and get your questions answered!



More events coming soon! In the meantime, check out our webinars below and supplemental videos here!

Don’t Forget to Check Out our On-Demand Webinars!


Free Webinar Hosted by Steve Gaito

In this webinar, Steve and Tom answer seven important questions, such as ‘When can I retire without running out of money?’ and ‘How would it affect my family if I die prematurely?’

Watch NOW!


Free Webinar Hosted by Steve Gaito

In this webinar, you will learn:

– What are the four greatest risks in retirement?

– What will impact my retirement tax bill?

– How can taxes change in retirement?

Watch NOW!

‘Unlocking Wealth: Minimizing Taxes on Retirement Accounts’

Free Webinar Hosted by Steve Gaito

Join us in this enlightening webinar where you’ll gain valuable insights into retirement accounts, unravel the complexities of taxes during retirement, and discover the key role of strategic planning. Don’t miss Steve’s presentation on our groundbreaking program, The Tax Shield Program, and how it can significantly enhance your financial well-being.

Watch NOW!