workshops
ATTEND AN EVENT
At Dworetsky Financial, we conduct informational seminars for our clients based on demand, so please feel to request a location or a free one-on-one consultation. These events cover a variety of financial topics to help educate you to make financial decisions that will protect your financial future. Feel free to schedule a one-on-one, no-obligation meeting after the event to receive additional financial education at no cost.
Our educational workshops
Current Month
april, 2021
13apr6:30 pm8:30 pmTaxes in Retirement6:30 pm - 8:30 pm Christie's Italian Seafood
Christie's Italian Seafood2420 U.S. 9, Howell Township, NJ 07731
Time
(Tuesday) 6:30 pm - 8:30 pm
Location
Christie's Italian Seafood
2420 U.S. 9, Howell Township, NJ 07731
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
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
14apr6:30 pm8:30 pmEstate Planning6:30 pm - 8:30 pm Sam Vera
Sam Vera476 County Rd 520
Time
(Wednesday) 6:30 pm - 8:30 pm
Location
Sam Vera
476 County Rd 520
Event Details
Do you have all matters of your estate in order for passing it along? Estate planning seems daunting, with so many things to take care of. We
Event Details
Do you have all matters of your estate in order for passing it along?
Estate planning seems daunting, with so many things to take care of. We will go over all of the different aspects of estate planning and provide assistance on how to prepare everything that you will need to. All attendees will have the option to schedule a complimentary consultation following the event where we can discuss your estate planning further. Seating is limited and reservations are required. Reserve your spot(s) today!
Topics to be discussed:
- Preparing Wills/Trusts
- Power of Attorneys
- Beneficiary designations
- Writing a letter of intent
- Guardianship designations
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
15apr6:30 pm8:30 pmTaxes in Retirement6:30 pm - 8:30 pm Christie's Italian Seafood
Christie's Italian Seafood2420 U.S. 9, Howell Township, NJ 07731
Time
(Thursday) 6:30 pm - 8:30 pm
Location
Christie's Italian Seafood
2420 U.S. 9, Howell Township, NJ 07731
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
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
20apr6:30 pm8:30 pmRetirement Shield6:30 pm - 8:30 pm Buona Sera Ristorante
Buona Sera Ristorante50 Maple Avenue, Red Bank, NJ 07701
Time
(Tuesday) 6:30 pm - 8:30 pm
Location
Buona Sera Ristorante
50 Maple Avenue, Red Bank, NJ 07701
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
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
21apr6:30 pm8:30 pmRetirement Shield6:30 pm - 8:30 pm Buona Sera Ristorante
Buona Sera Ristorante50 Maple Avenue, Red Bank, NJ 07701
Time
(Wednesday) 6:30 pm - 8:30 pm
Location
Buona Sera Ristorante
50 Maple Avenue, Red Bank, NJ 07701
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
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
27apr6:30 pm8:30 pmTaxes in Retirement6:30 pm - 8:30 pm Neil Michael's Steakhouse
Neil Michael's Steakhouse1104 NJ-36
Time
(Tuesday) 6:30 pm - 8:30 pm
Location
Neil Michael's Steakhouse
1104 NJ-36
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
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
28apr6:30 pm8:30 pmTaxes in Retirement6:30 pm - 8:30 pm Neil Michael's Steakhouse
Neil Michael's Steakhouse1104 NJ-36
Time
(Wednesday) 6:30 pm - 8:30 pm
Location
Neil Michael's Steakhouse
1104 NJ-36
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
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
