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 complimentary one-on-one consultation. These events cover a variety of financial topics to help educate you to make financial decisions that provide confidence in 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.
events calendar presenter: dworetsky financial
Jump MonthsCurrent Month
june, 2023
07jun6:30 pmTaxes in Retirement6:30 pm Osteria Cucina Rustica
Osteria Cucina Rustica91 S Main St, Marlboro Township, NJ 07746
Time
(Wednesday) 6:30 pm
Location
Osteria Cucina Rustica
91 S Main St, Marlboro Township, 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
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
08jun6:30 pmTaxes in Retirement6:30 pm Osteria Cucina Rustica
Osteria Cucina Rustica91 S Main St, Marlboro Township, NJ 07746
Time
(Thursday) 6:30 pm
Location
Osteria Cucina Rustica
91 S Main St, Marlboro Township, 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
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
20jun6:30 pmRetirement Shield6:30 pm Ciro's
Time
(Tuesday) 6:30 pm
Location
Ciro's
301 Buckelew Ave
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
21jun6:30 pmRetirement Shield6:30 pm Ciro's
Time
(Wednesday) 6:30 pm
Location
Ciro's
301 Buckelew Ave
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
events calendar presenter: Patrick Shin
*These Estate Planning event topics will be hosted by Estate Planner Patrick Shin.
Current Month
june, 2023
13jun6:30 pmEstate Planning6:30 pm MJ's Buttonwood Manor
Time
(Tuesday) 6:30 pm
Location
MJ's Buttonwood Manor
845 State Hwy. 34, Matawan, NJ 07747
Event Details
It's time to get your estate plan in order to make sure your hard-earned assets are protected.
Event Details
It’s time to get your estate plan in order to make sure your hard-earned assets are protected.
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
14jun6:30 pmEstate Planning6:30 pm MJ's Buttonwood Manor
Time
(Wednesday) 6:30 pm
Location
MJ's Buttonwood Manor
845 State Hwy. 34, Matawan, NJ 07747
Event Details
It's time to get your estate plan in order to make sure your hard-earned assets are protected.
Event Details
It’s time to get your estate plan in order to make sure your hard-earned assets are protected.
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
28jun6:30 pmEstate Planning6:30 pm Charlie's of Lincroft
Time
(Wednesday) 6:30 pm
Location
Charlie's of Lincroft
Event Details
It's time to get your estate plan in order to make sure your hard-earned assets are protected.
Event Details
It’s time to get your estate plan in order to make sure your hard-earned assets are protected.
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
29jun6:30 pmEstate Planning6:30 pm Charlie's of Lincroft
Time
(Thursday) 6:30 pm
Location
Charlie's of Lincroft
Event Details
It's time to get your estate plan in order to make sure your hard-earned assets are protected.
Event Details
It’s time to get your estate plan in order to make sure your hard-earned assets are protected.
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
