Explore how taxes, Social Security, and retirement accounts may impact your income in retirement.

Join us for a complimentary gourmet dinner and retirement planning seminar. Our presentation will cover:

• Market Fluctuations – How market fluctuations may impact retirement distributions and taxes.
• Taxes – Smart tax planning now could keep thousands more in your pocket later.
• Market Conditions – How to position your assets now for the most tax efficient income during retirement
• Social Security – How Social Security benefits may be subject to taxation.
• Retirement Accounts – General tax considerations for IRAs, 401(k)s, and other retirement accounts.

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Tuesday, June 23, 2026 at 6:30 PM
Tuesday, April 7, 2026 at 6:30 PM ​​​​​​

at Jacob and Anthony's Italian Restaurant

1475 Western Ave | Albany, NY