HELPING YOU CREATE
A WORRY FREE RETIREMENT

AS FEATURED IN:

ABOUT US

Who We Are At Dworetsky Financial

Our goal is to create a detailed financial plan for each of our clients. Each plan is unique to their specific needs and goals. This plan will have a basis in income and protecting assets. We believe by doing proactive planning first; this will lay the foundation for a success regardless of stock market volatility.

The steps to your financial peace-of-mind

Name: Retirement Shield
Start: 2022-5-17T18-18-30-00
End: 2022-5-17T23-23-50-00
Location: Ria Mar Restaurant & Bar

#1

DISCOVER

This appointment will be a no-obligation opportunity for us to get to know each other better. We will ask a series of questions to learn about your financial situation and your goals for the future. We will also provide an overview of our services and discuss how we could work together.

#2

CUSTOMIZE

After our initial meeting, we will present a customized financial strategy for you. We will present our recommendations based on the goals you outlined and will take as much time as needed to fully answer your questions. Only after all recommendations and questions have been fully addressed will be begin implementation.

#3

IMPLEMENT

We will guide you through every step of the implementation process to ensure we’ve addressed any concerns and that you completely understand the recommended strategies.

Attend an Event

We regularly conduct workshop events and seminars to educate people and prepare them to meet their financial goals with the most cost-effective solutions. Our workshops are designed to provide individuals with essential tools and techniques of wealth strategies and planning for the future.

may, 2022

17may6:30 pmRetirement Shield6:30 pm Ria Mar Restaurant & Bar

Ria Mar Restaurant & Bar25 Whitehead Ave, South River, NJ 08882

Time

(Tuesday) 6:30 pm

Location

Ria Mar Restaurant & Bar

25 Whitehead Ave, South River, NJ 08882

Event Details

Are you retired or approaching retirement? At this stage in your life, would you be able to recover from a significant loss to your retirement accounts caused by a major market correction? This complimentary event will provide you with the information on different retirement topics and help you make informed decisions for your retirement. All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed:

Taxes – What tax bracket will you likely be in during retirement, and how does that influence your financial strategy?
Retirement Savings – How much money will you need to save so that you don’t run out?
IRAs – Could your IRA represent a HUGE financial mistake for you and your family?
Retirement Income – How much money can you take each year? How does that change if the markets decline?
Social Security – How can you maximize your benefits and protect your spouse?
Longevity Risks – At what are will you likely need assisted care, and how much will it likely cost?

RSVP to event

Make sure to RSVP to this amazing event!

Please let us know if you can make it to the event.

Yes

OpenSpaces Still Available

Calendar GoogleCal

18may6:30 pmRetirement Shield6:30 pm Ria Mar Restaurant & Bar

Ria Mar Restaurant & Bar25 Whitehead Ave, South River, NJ 08882

Time

(Wednesday) 6:30 pm

Location

Ria Mar Restaurant & Bar

25 Whitehead Ave, South River, NJ 08882

Event Details

Topics to be discussed:

Taxes – What tax bracket will you likely be in during retirement, and how does that influence your financial strategy?
Retirement Savings – How much money will you need to save so that you don’t run out?
IRAs – Could your IRA represent a HUGE financial mistake for you and your family?
Retirement Income – How much money can you take each year? How does that change if the markets decline?
Social Security – How can you maximize your benefits and protect your spouse?
Longevity Risks – At what are will you likely need assisted care, and how much will it likely cost?

RSVP to event

Make sure to RSVP to this amazing event!

Please let us know if you can make it to the event.

Yes

OpenSpaces Still Available

Calendar GoogleCal

24may6:30 pmTaxes in Retirement6:30 pm Cuzin's Seafood and Grill

Cuzin's Seafood and Grill130 S Main St, Marlboro, NJ 07746

Time

(Tuesday) 6:30 pm

Location

Cuzin's Seafood and Grill

130 S Main St, Marlboro, NJ 07746

Event Details

Learn how to maximize your retirement with tax strategies

Join other proactive, successful retirees to learn how to maximize your retirement with tax strategies and avoid common retirement planning mistakes! All attendees will have the option to schedule a complimentary consultation following the event. Seating is limited and reservations are required. Reserve your spot(s) today!

Topics to be discussed:

Determine how the NEW TAX LAWS will affect your retirement planning.
Why government spending and exploding national debt may cause major tax increases in the near future.
Retirement Assets: Strategies designed to guard your IRA and other Retirement Accounts
Transforming Social Security into a winning retirement strategy – How to reduce taxes and make the most out of your benefits!
Is the Stock Market headed for a crash? Learn what the recent stock market volatility means for your 401(k) and other investments.
What strategies should you consider if your retirement date is right around the corner?
Your 401(k) and/or IRA: Are these the best options? What if you leave your job?

RSVP to event

Make sure to RSVP to this amazing event!

Please let us know if you can make it to the event.

Yes

OpenSpaces Still Available

Calendar GoogleCal

25may6:30 pmTaxes in Retirement6:30 pm Cuzin's Seafood and Grill

Cuzin's Seafood and Grill130 S Main St, Marlboro, NJ 07746

Time

(Wednesday) 6:30 pm

Location

Cuzin's Seafood and Grill

130 S Main St, Marlboro, NJ 07746

Event Details

Learn how to maximize your retirement with tax strategies

Topics to be discussed:

Determine how the NEW TAX LAWS will affect your retirement planning.
Why government spending and exploding national debt may cause major tax increases in the near future.
Retirement Assets: Strategies designed to guard your IRA and other Retirement Accounts
Transforming Social Security into a winning retirement strategy – How to reduce taxes and make the most out of your benefits!
Is the Stock Market headed for a crash? Learn what the recent stock market volatility means for your 401(k) and other investments.
What strategies should you consider if your retirement date is right around the corner?
Your 401(k) and/or IRA: Are these the best options? What if you leave your job?

RSVP to event

Make sure to RSVP to this amazing event!

Please let us know if you can make it to the event.

Yes

OpenSpaces Still Available

Calendar GoogleCal

Our Financial & Accounting Services

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Wealth Accumulation

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AS FEATURED IN:

ABOUT US

Who We Are At Dworetsky Financial

The steps to your financial peace-of-mind

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Attend an Event

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RSVP to event

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RSVP to event

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Our Financial & Accounting Services

Asset Protection

Tax Planning

Wealth Accumulation

READY TO TAKE

The Next Step?

For more information about any of the products and services we provide, schedule a meeting today or register to attend a seminar.

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