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YOU'RE INVITED

Events hosted by Executive Wealth Consulting Group

Financial Advisor having meeting with client at a coffee table

Retiree Roundtable

Thursday, August 25, 6:00 PM - 7:30 PM

Please join us for an informative eventwhere you will learn about:

  • Lifestyle changes in retirement
  • Planning best practices
  • How to make a successful transition to your “next act”
  • Advice for new retirees
  • Q&A
Dinner will be served.

Financial Advisor sitting at his desk, doing a calculation on a calculator while holding his phone.

Retiree Tax Planning Strategies

Thursday, September 8, 6:00 PM - 7:30 PM

Please join us for an informative eventwhere you will learn about:

 

Appreciated stock gifting strategies (Donor-Advised Funds)
Managing capital gains and the 0% tax bracket
Custom retirement plans for consulting income
Tax-effective retirement income planning
When to convert to a Roth IRA
Diversification strategies in the profit sharing trust

Dinner will be served.

Business man working out problem on calculator

Retiree Tax Planning Strategies

Thursday, September 22, 6:00 PM - 7:30 AM

Please join us for an informative event where you will learn about:

Appreciated stock gifting strategies (Donor-Advised Funds)
Managing capital gains and the 0% tax bracket
Custom retirement plans for consulting income
Tax-effective retirement income planning
When to convert to a Roth IRA
Diversification strategies in the profit sharing trust

Dinner will be served.