Learning how to avoid unnecessary retirement mistakes might be the best investment you can make.

You are invited to join Secure Money Advisors for our educational dinner programs and events designed for retirees or those retiring soon. Brian Quaranta will explain the latest IRA rules and tax savings strategies, along with common costly mistakes that are easily avoided. If you have a traditional IRA, SEP, Simple IRA, 401(k), 403(b) or 457, you should attend this informative program.

See below for more details on our upcoming Retirement You Workshops. To register for an upcoming event, please use the form or call us today at 724-382-1298.

Narcisi Winery: Friday, October 1, 2021 @ 11:00 a.m.

Narcisi Winery

Cranberry Library: Thursday, October 7, 2021 @ 6:00 p.m.

Narcisi Winery

Workshop Topics Include:

  • Learn why Social Security planning is so important and how new filing changes could impact your retirement income.
  • Learn more about the potential impact of new retirement rules included in the Tax Cuts & Jobs Act, SECURE Act and CARES Act.
  • Learn lessons from the COVID-19 market crash and how retirees could face increased challenges in the “new normal economy”
  • Learn strategies to help protect and grow your retirement income by managing increased stock and bond market risks.