Attend One Of Our Events

Retirement, Income, Tax & Estate Planning.

The Keys To A 30 Year Retirement Without A Paycheck 

Tuesday, January 28th, 2020 at 11:30 a.m.
Franklin Retirement Solutions Learning Center


Join Peter Wechsler, Your Retirement Quarterback®, for this hour-long talk on the things you need to consider, and plan for, if you want to ensure a retirement that lasts 20, 30, or even 40 years—making certain that you never run out of money before you run out of time.

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12 Moves To Make Sure You Have Enough Money
In Retirement

Thursday, January 30th, 2020 at 6:00 p.m.
Franklin Retirement Solutions Learning Center


A class intended for those 45-65—as you prepare for your retirement, Peter Wechsler walks you through the dozen or so things you need to make sure you’re doing at this stage to ensure your retirement plans stay on track.

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Planning Under The New SECURE Act

Thursday, February 13th, 2020 at 11:30 a.m.
Franklin Retirement Solutions Learning Center


Congress passed the SECURE Act in late 2019, and its impact reaches deep into many established estate plans. Join estate planning & elder planning attorney Jeremy A. Wechsler, Esq. to learn the things you must do to your estate plan in the wake of the SECURE Act.

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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).

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