Attend One Of Our Events

Solving The Estate
Planning Puzzle

Thursday, November 30th @ 11:30 a.m.

Join our Estate Planning attorney Jeremy A. Wechsler for this informative talk on how to produce a solid estate plan and a lasting, protected legacy for your heirs and loved ones. If you’ve found yourself wondering if a will is enough or what would happen to you if you were unable to make decisions for yourself, you don’t want to miss this informative discussion. And, of course, the discussion will be followed by a time for Q&A and a delicious lunch.

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Solving The Tax Planning Puzzle

Wednesday, December 6th @ 11:30 a.m.

Kyle Plotkin, IAR, walks you through the mistakes that can be made during retirement planning that can cause a painful April before going into strategies you can deploy to keep Uncle Sam’s hands in his own pockets! If you passively prepare your tax return every year, you don’t want to miss this informative discussion and lunch!

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Will You Run Out of Money?

Thursday, December 14th @ 11:30 a.m.

Join Kyle Plotkin, IAR, for this discussion on ensuring you don’t run out of money in your retirement. If you fear you may run out of money before you run out of time, join us for this talk about various strategies retirees and retirement planners use to ensure a guaranteed, reliable paycheck every month of retirement… long after most folks quit their jobs. You don’t want to miss this informative discussion! And, of course, the discussion will be followed by a time for Q&A and a delicious lunch.

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Solving The Retirement Puzzle

na’BRASA Brazilian Steakhouse  – 6 p.m.
Early January – Stay Tuned!!


Join Peter Wechsler, Your Retirement Quarterback®, for a workshop that will show you how to put the four pieces of your retirement puzzle together and solve it for life. And after the workshop presentation, please join us for a complementary steak dinner.

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We would love to have you join us for one of our events, whether it’s a dinner workshop or an in-office lunch & learn. Simply fill out the form below to begin your RSVP, or call us at 833-FRS-RSVP (1-833-377-7787).