Join Us For A Complimentary Dinner Event

Select a date below to register!

You can also call 800-898-3572 and use RSVP Code 419578!

Featured Speaker

Steven W. Gaito, CFP®

Steve is a CERTIFIED FINANCIAL PLANNERTM practitioner with over 28 years of retirement planning experience. You may recognize him from his appearance on Talk of the Town. He is an expert on Social Security optimization and tax efficient retirement planning. Retirement Resource management helps people get the most out of the resources they have for retirement. He has been married for 33 years and has 3 kids. Steve loves serving his community in both the mountains and the coast.

What You'll Learn

How to maximize Social Security retirement or pension benefits

Implications of the new tax reform rules on your retirement plan

Tools and strategies to help you avoid outliving your nest egg

Strategies for generating steady income during your retirement

Taxes, fees and other potentially hidden costs of pulling money out of 401k and/or mutual fund accounts

Ways to overcome mental and financial obstacles that most people face in retirement

join us for a complimentary dinner event

STRATEGIES TO HELP REDUCE INCOME AND ESTATE TAX

Select a date below to register!

Featured Speaker

What You'll Learn