Meeting Times

• Wednesday 9/23/2026, 6:30 PM - 8:30 PM
• Wednesday 9/30/2026, 6:30 PM - 8:30 PM

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Description

*Class price includes one guest*

Retirement Planning Today is a comprehensive educational course designed for adults, typically aged 50 to 70, who want to prepare for a secure retirement with a strong emphasis on tax strategy. The program equips participants with actionable guidance on building a personalized retirement plan, estimating future expenses, and optimizing income sources, all while minimizing the tax impact on retirement savings. Special attention is given to strategies such as Roth conversions, tax-efficient withdrawal plans, and techniques for reducing taxable income in retirement. In addition to tax planning, attendees receive clear instructions on Social Security timing, Medicare decisions, long-term care, and effective investment management. The course also covers risk management, asset protection, estate planning, and avoiding common taxation and distribution pitfalls. Each session is designed to provide practical decision-making tools and trustworthy resources, empowering participants to make informed choices about every aspect of their retirement, with a special focus on how thoughtful tax strategies can maximize wealth and enhance retirement security.

Your instructor is Anthony Marchitto, a Certified Plan Fiduciary Advisor with LPL Financial in Milford, CT, who has personally developed this course around real-world client situations to better help participants navigate the transition into Retirement.

 

Additional Notes

*Class price includes one guest*