Events

Upcoming Events

January 21, 2020 - April 21, 2020

12:00p - 1:45p

McLean Advisory Group

FULL--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.

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.

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.

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.

Past Events

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.

Event Registration