In-Person

Tasting and Taxes | A Taste of Italy

October 1, 2026
Bridgewater Wines + Dines (the Leland Location)
5:30PM-7PM EST

Event details

If you are nearing retirement or have already transitioned, the way you managed taxes during your working years likely won't work for the years ahead.

Over complimentary wine and Italian tasting plates, we’ll discuss why the goal isn't just a quick tax win today, but a solid plan for your retirement years. While you can't control tax laws, your tax story is yours to write.

This workshop is designed for you if you're nearing retirement or retired and not taking your Required Minimum Distributions (RMDs).

Note: This event is capped at 25 guests.

Join us for a deep dive into Advanced Tax Strategies, including:

Roth Conversions

Evaluating the timing of conversions to help manage your future tax bracket

Withdrawal Sequencing

Strategies for tax-efficient distributions aimed at preserving your capital over time

Asset Location

Placing investments strategically to help reduce annual tax drag

Optimizing Investment Accounts

Making the most of Basis assets, IRAs, and 401(k)s

Presenters

Brian Fleming, ChFC®, AIF®, CLU®, TPCP®

Brian Fleming, ChFC®, AIF®, CLU®, TPCP®

Senior Vice President, Wealth Advisor

Cole Fleming

Cole Fleming

Associate Vice President, Wealth Advisor

Choose action over admin. Register today.

Registration