Workshops & Events
Paul regularly hosts educational workshops for individuals and families approaching retirement — practical, product-free sessions designed to help you make better decisions with your money.
Upcoming Workshops
Coming this fall
Both workshops will be held at the Scarsdale Adult School. If dates are being finalized — reach out and we’ll let you know as soon as registration opens.
Tuesday, September 29th at 7pm
Life After Work: How to Create a Good Life in Retirement
Whether you plan to stop work all at once, or ease into retirement by working part-time, at some point you will need to arrange for multiple sources of income to replace your paycheck. What do you need to think about as you transition from work life to retired life? Where will your income come from? How can you make it last?
During this workshop you will learn:
Why you need a retirement income plan
How to determine how much income you will need
Four popular withdrawal strategies and the pros and cons of each
Coming this fall · Dates TBD
How Tax Planning Changes Through Four Stages of Retirement
In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way.
During this workshop you will learn:
The critical tax questions to answer before retirement
Surprises that often make retirement more expensive
The four stages of retirement and important tax actions in each stage
Mistakes to avoid when it comes to investments, health care, and estate planning
Watch Now
Can't wait for the fall session?
A recorded version of “How Tax Planning Changes Through Four Stages of Retirement” is available on demand — the same framework, at your own pace.
Prefer a one-on-one conversation?
Workshops are a great place to start, but every situation is different. Schedule a complimentary, no-pressure conversation to talk through yours.
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