Upcoming Events

How prepared are you?

Please join us for an educational seminar presented by Stefanie Azzarelli, a vice president at Fidelity Institutional. This seminar will focus on factors to consider as you prepare for your retirement journey ahead. We will be exploring and learning more about the retirement landscape to help make more informed decisions to create better outcomes. Some topics that will be covered include identifying income sources, estimating expenses, and how working with a trusted advisor to create a comprehensive plan is advantageous to you.

Date: Thursday, October 14, 2021
12:00 PM - 1:00 PM
Online Event: Click here for online event

How Can it Affect Your Retirement Plan?

Anthony L Mastro, CFP®, CLU® will be discussing the far-reaching tax-law change, known as The SECURE Act. Specifically, this presentation will be focused on the elimination of the Stretch IRA and how leaving an IRA as part of an inheritance went from being one of the most effective legacy planning strategies to one of the least tax-efficient to beneficiaries.

This presentation will cover the significant changes that were part of this bill, and more importantly, planning strategies that our clients are using to improve their estate planning efficiency.

Date: Thursday, November 4, 2021
12:00 PM - 1:00 PM
Online Event: Click here for online event

Anthony L Mastro, CFP®, CLU®
Wealth Management Advisor


Continuum Capital Advisors

 

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