Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 19, 2020
5:00p - 7:00p
McLean Advisory Group Office
March 10, 2020
5:30p - 7:00p
Barnegat High School Media Center
Wills & Trusts Workshop
Often times, an Estate Plan is vital for any individual, couple or family that owns a home and has assets. It's time to make sure your Estate Planning is in good order. You will learn various methods on how families can be protected from unnecessary legal fees and wasted time with Probate and potentially prevent the loss of hard earned assets from a Nursing Home should one require care.
March 5, 2020
5:30p - 7:00p
Barnegat High School Media Center
Wills & Trusts Workshop
Often times, an Estate Plan is vital for any individual, couple or family that owns a home and has assets. It's time to make sure your Estate Planning is in good order. You will learn various methods on how families can be protected from unnecessary legal fees and wasted time with Probate and potentially prevent the loss of hard earned assets from a Nursing Home should one require care.
February 11, 2020
5:30p - 7:00p
Lacey High School Lecture Hall
How The New SECURE ACT Will Impact Retirees with RMDs in 2020...
As of 2020, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 72. The new provisions can be complex, with unforgiving consequences. Make one small error and you, and/or your heirs could be hit with severe penalties. This presentation will bring clarity to how the new changes impact retirement, and how to avoid IRS problems.
February 6, 2020
5:30p - 7:00p
Lacey High School Lecture Hall
How The New SECURE ACT Will Impact Retirees with RMDs in 2020...
As of 2020, the new law mandates you start taking RMDs from your qualified retirement accounts once you reach age 72. The new provisions can be complex, with unforgiving consequences. Make one small error and you, and/or your heirs could be hit with severe penalties. This presentation will bring clarity to how the new changes impact retirement, and how to avoid IRS problems.
January 28, 2020
6:00p - 7:30p
Barnegat High School Media Center
Social Security Workshop
Find out how claiming Social Security benefits at the right time could mean an extra $100,000 over the course of a lifetime! Local retirement specialist, Scott McLean, is hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize benefits.
January 23, 2020
6:00p - 7:30p
Barnegat High School Media Center
Social Security Workshop
Find out how claiming Social Security benefits at the right time could mean an extra $100,000 over the course of a lifetime! Local retirement specialist, Scott McLean, is hosting an educational event to explain the basics of Social Security and to reveal strategies that can help to maximize benefits.
January 22, 2020
12:00p - 1:45p
McLean Advisory Group
OVERFLOW Lunch & Learn: 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 your living expenses. You want to apply the tax code in an organized and efficient way.