Planning with Purpose.
An evening of retirement, tax, and estate planning insights, live in downtown Troy.
Whether you're approaching retirement, recently retired, or simply want a second opinion on your plan, join Ryan Bouchey, Samantha Masey, and Catherine Nentwick for an evening built to help you plan with intention during market volatility. The framework below is the same one we use with clients every day. Admission is complimentary.
What We'll Cover.
This seminar is built for retirees, pre-retirees, and high-net-worth individuals who want a more confident, proactive approach to their financial future. Three pillars. One coordinated plan.
Retirement Planning
How to build and stress-test a retirement income strategy designed to last, whatever the market does.
- Sustainable withdrawal frameworks
- Sequence-of-returns risk & bucket strategy
- Coordinating Social Security & pensions
- Stress-testing with Monte Carlo analysis
Tax Planning Strategies
Smart ways to minimize your tax burden and keep more of what you've worked hard to earn.
- Roth conversion sequencing
- Capital gains & loss harvesting
- RMD planning & bracket management
- Avoiding IRMAA Medicare surcharges
Estate Planning Essentials
How to protect your assets and ensure your wealth is passed on exactly according to your wishes.
- Wills, trusts, and titling fundamentals
- Beneficiary & account-design review
- Charitable & multi-generational giving
- Documents every household should have
Meet Your Presenters.
The advisors leading this seminar bring decades of combined experience helping clients navigate retirement, taxes, and estate planning.
Ryan S. Bouchey
Samantha B. Masey
Catherine E. Nentwick
Have questions about the evening?
If you're considering joining us and want to talk through what any of this might look like for your own plan before October 1, we'd love to hear from you. A member of our team will be glad to help.
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