Take the first step toward reaching your

Financial Goals

Get the information that can help you live a confident retirement.


Plan Well, Retire Well

Presentation Topics

  • How the biggest tax law passed in the last 30 years and upcoming tax changes could impact your retirement
  • Using tax-efficient strategies on IRA accounts to avoid losing up to 70% of your IRA savings to federal and state income taxes
  • Ways to help reduce risk in a volatile market – protecting against loss and ensuring you won’t outlive your income
  • Tax-free vs. tax-deferred! Are your accounts always taxed, sometimes taxed or never taxed?
  • How you may be able to reduce or eliminate tax on your Social Security
  • Ways to protect your portfolio and plan for rising healthcare costs
  • Learn about “sneaky fees” lurking in plain sight


Taxes In Retirement

Presentation Topics

  • The 2023 tax changes and how these could alter your retirement plan
  • The Secure Act 2.0 and what the new legislation means for you
  • Common misconceptions about taxes in retirement
  • Strategies to help protect yourself against the taxation of your Social Security income
  • How rising taxes may affect your retirement cash flow
  • Tax-free vs. tax-deferred! Are your accounts always taxed, sometimes taxed, or never taxed? Learn the difference and the questions to ask before retirement.
  • Using tax-efficient strategies on IRA accounts to avoid losing up to 70% of your IRA savings to federal and state income taxes.

Estate Planning

Presentation Topics

  • Maintaining family wealth over multiple generations
  • Understanding the biggest threats to the preservation of wealth
  • How to calculate the value of your estate
  • 6 strategies for a strong generational wealth management plan
  • 3 Key factors for a sustainable withdrawal rate
  • The importance of having a trust and life insurance policy if you're from a blended family
  • Strategies that could help reduce taxes
  • How retirement planning, portfolio-mix and risk tolerance can affect future generations
  • How to NOT disinherit your children and grandchildren because of divorce or another triggering event
June 4
Taxes in Retirement
11:00 am | The Revere Golf Club
June 4
Taxes in Retirement
6:00 pm | The Revere Golf Club

Kathleen Kassinger Alkalay – Facebook Recommendation

Finances and taxes are not my favorite subjects. But these folks make it understandable in a pleasant way.

Steven Newman – Facebook Recommendation

Excellent seminar. Information very useful for anyone planning or already in retirement. Eye opening and latest tax information presented.

June Jones – Facebook Recommendation

Very informative especially if you have an 401k or IRA. I would recommend it to everyone.

Scott Miller - Facebook Recommendation

The seminar given by Melissa Matson was absolutely terrific! It was informative, professional, and given with an air of humor. Looking forward to meeting with you folks soon.


Our events are always 100% complimentary and there is never any obligation for attending.

With your safety in mind, all events will comply with state recommendations for gathering sizes, social distancing and face coverings. If you would prefer a private setting to address your retirement questions and concerns, please call our office at 702-818-5585 to schedule a 15-minute call with Melissa Matson.


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