Upcoming Events
Scroll to see Dinner Seminars, Educational Events, & On-Demand Webinars with CERTIFIED FINANCIAL PLANNER™ Steve Gaito
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UPCOMING EVENTS
Legislative and Tax Risk Webinar
Tuesday, July 23rd
6:30 pm
Legislative & Tax Risk Webinar with Becky Swansburg and Neil Wilding, authors of “The New Holistic Retirement
Register HERE!
LUNA’S rESTAURANT
Monday, August 12th
6:00 pm
Join myself and attorney Adam Hicks for a night filled with delicious food and insightful conversation! Learn all about Legislative and Tax Risks that impact your retirement, and discover how to position your estate to minimize taxes and maximize benefits to your heirs.
Register HERE!
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!
‘RETIREMENT IS ABOUT INCOME, NOT ASSETS’
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?’
‘pROTECTING YOUR RETIREMENT FROM WASHINGTON’
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?
‘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.