Creating Tax-Efficient Strategies in Retirement Presented by Robert Cannon, Experity Wealth Reserve Your Spot: Call 347.535.4999 x3 to Register Join us for an informative, no-obligation presentation designed to help you make smarter decisions about your retirement income and tax strategy. What You’ll Learn: How to minimize taxes on your retirement income The truth about the Read More

Taxes in Retirement: What You Don’t Know Could Cost You Presented by Steven Suib, Preservation Wealth Management Reserve Your Spot: Click Here Wednesday, May 28 | 5:45 – 7:15 PM Tredyffrin Library Your paycheck may stop, but taxes won’t. Are you prepared? Join us for an informative, no-obligation presentation designed to help you make smarter Read More

Asset Preservation and Income Planning for Pre-retirees and Retirees Presented by Steven Suib, Preservation Wealth Management Reserve Your Spot: Click Here Wednesday, June 4th | 6:30 PM – 7:30 PM Panache Wood Fire Grill Retirement Today: What You Need to Know to Plan with Confidence TOPICS TO BE COVERED: Retiring Today Understanding the difference between Read More

Protecting Your Wealth with Tax Advantaged Pre 1933 Gold & Silver Presented by Paul Collins, Blue Chip Financial Group Reserve Your Spot: Click Here Thursday, June 19th | 6:00 PM – 7:30 PM Online Webinar The Gold & Silver Advantage: Safeguarding Your Wealth in Uncertain TimesHosted by Blue Chip Financial Group Webinar Description:In today’s volatile Read More

Surviving, Thriving and Lowering Your Taxes in Retirement Preserve Your Wealth, Secure Your Future: An Exclusive Retirement Planning Dinner with Preservation Wealth Management Presented by Steven Suib, Preservation Wealth Management Reserve Your Spot: Click Here Tuesday, July 8th | 6:00 PM – 7:30 PM Ludwigs Grill & Oyster Bar   You and a guest are Read More

A Complimentary Screening: “The Baby Boomer Dilemma” An Eye-Opening Film About America’s Retirement Crisis Reserve Your Spot: Click Here Tuesday, July 8th | 6:00 PM – 7:30 PM Ludwigs Grill & Oyster Bar You’re invited to a special complimentary showing of The Baby Boomer Dilemma, a groundbreaking documentary that exposes the truths and challenges facing Read More

Surviving, Thriving and Lowering Your Taxes in Retirement Preserve Your Wealth, Secure Your Future: An Exclusive Retirement Planning Dinner with Preservation Wealth Management Presented by Steven Suib, Preservation Wealth Management Reserve Your Spot: Click Here Tuesday, August 5th | 6:00 PM – 7:30 PM Panache Woodfire Grill You and a guest are cordially invited to Read More

Surviving, Thriving and Lowering Your Taxes in Retirement Preserve Your Wealth, Secure Your Future: An Exclusive Retirement Planning Dinner with Preservation Wealth Management Presented by Steven Suib, Preservation Wealth Management Reserve Your Spot: Click Here Wednesday, August 20th | 6:00 PM – 7:30 PM Copperfield Inn You and a guest are cordially invited to attend Read More

Surviving, Thriving and Lowering Your Taxes in Retirement Preserve Your Wealth, Secure Your Future: An Exclusive Retirement Planning Dinner with Preservation Wealth Management Presented by Steven Suib, Preservation Wealth Management Reserve Your Spot: Click Here Thursday, September 11th | 6:00 PM – 7:30 PM ChopHouse Grill You and a guest are cordially invited to attend Read More

Surviving, Thriving and Lowering Your Taxes in Retirement Preserve Your Wealth, Secure Your Future: An Exclusive Retirement Planning Dinner with Preservation Wealth Management Presented by Steven Suib, Preservation Wealth Management Reserve Your Spot: Click Here Tuesday, September 30th | 6:00 PM – 7:30 PM Ludwig's Grill & Oyster Bar You and a guest are cordially Read More

Call 706-577-9537 to reserve your seat Bring a friend Host: Paul J. DaCosta DaCosta Insurance  CEO Confused about Medicare updates for 2026? You’re not alone. Every year, Medicare undergoes changes that can affect your health coverage, prescription costs, and overall healthcare planning. This educational-only seminar will walk you through the updates for 2026 in clear, simple Read More

Surviving, Thriving and Lowering Your Taxes in Retirement Preserve Your Wealth, Secure Your Future: An Exclusive Retirement Planning Dinner with Preservation Wealth Management Presented by Steven Suib, Preservation Wealth Management Reserve Your Spot: Click Here Tuesday, October 14th | 6:00 PM – 7:30 PM Panache Woodfire Grill You and a guest are cordially invited to Read More