June 10 & 11, 2026

About This Event

Join us for a focused conversation about taxes in retirement—how different income sources are taxed, how to think about Roth conversions and withdrawal sequencing, and how to coordinate tax decisions with Social Security and Medicare. We'll walk through real examples of how thoughtful tax planning in retirement can protect income and extend portfolio longevity.

This isn't a sales pitch or a product presentation. It's a real conversation about real questions — hosted by our team for clients and guests who want to learn.

Light refreshments will be provided. Seating is limited.