Our educational seminar program is designed to help you make informed decisions about every aspect of retirement. Each event covers unique topics, including income protection, investment risk reduction, tax strategies, healthcare planning, and estate preservation. Join us for an engaging, no-pressure workshop and gain the knowledge you need to navigate your financial future confidently.
Efficient Tax & Estate Planning Strategies
With tax laws in flux, Tax and Estate Planning are more critical than ever. With the sunsetting of many Tax Cuts and Jobs Act provisions on January 1, 2026, Americans are up against a deadline to execute planning strategies that could potentially result in tax savings. Now is the time to understand the implications and consider strategies to help mitigate the potential risks. Reserve your seat today to avoid being placed on the waitlist.
By attending this seminar, you’ll learn financial strategies designed to help preserve more of your wealth for your heirs and charitable causes. This includes:
Estate Planning
Tax Planning
June 10: Princeton Italian-American Sportsmen’s Club (PIASC), Princeton, NJ
June 11: Yardley Library, Yardley PA
June 24: Ruth’s Chris Steakhouse, Princeton, NJ
June 25: Capital Grille, Newtown PA
*Seminars from 1/8/25 to 12/8/25 were previously sponsored by Ethos Capital Advisors, LLC, an affiliate of ECM. All seminars are now being sponsored by ECM.
We help to bring confidence and clarity to retirement planning. Contact our team of financial professionals to get started.