Join us for dinner to explore Social Security timing, Roth conversions, and tax-efficient retirement planning.

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

• Tax Reduction Strategies: Learn ways to protect your retirement income from potential tax increases.
• Planning Retirement Income: Learn strategies to help you have the income you need throughout your retirement years.
• Impact of the Big Beautiful Bill: How recent tax legislation could affect taxes on Social Security, pensions and retirement distributions.
• Optimizing Social Security: Explore strategies to plan your benefits for maximum financial benefit.

at The Wishing Well Restaurant

745 Saratoga Rd

Gansevoort, NY 12831