Learn how this recently passed legislation will impact strategies around claiming your Social Security benefits, cost of healthcare, taxes, your legacy, and much more! 

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

• Social Security: Claiming strategies that are aligned with maximizing your benefits throughout your retirement years.
• Healthcare: How significant changes to federal entitlement programs could impact the costs of healthcare in the next decade.
• New Tax Rules: Exposing the new tax breaks that could greatly reduce or even eliminate your tax liabilities resulting in more income when you need it the most.
• The Economy: How to protect your life savings regardless of how the market reacts to significant changes in the One, Big Beautiful Bill.
• State and Local Taxes: Exemption increases could limit your tax bill when filing your IRS returns.
• Estate Planning: Learn about the permanent extensions, on qualifying households, that could save tens to hundreds of thousands of dollars on gifting and estate passthroughs to your loved ones.

Sorry our seminars on Tuesday, November 18, 2025 at 6:30 PM & Thursday, November 20, 2025 at 6:30 PM are at capacity.

at Jacob and Anthony's American Restaurant

38 High Rock Ave | Saratoga Springs, NY