Tax Planning Workshop

January 14th, 2026 | Penfield Community Center | 6:00PM - 7:30PM

Please join Alex Neri for his most popular seminar, Tax Planning for Retirement where he discusses common pitfalls that you should be on the lookout for with taxes!

When people prepare for their retirement, proper tax planning is often overlooked and can lead to some very expensive mistakes. 

Alex will share his knowledge on the importance that Tax Planning plays as part of a successful financial plan. Understand the strategies around Social Security, Medicare, RMDs, Roth Conversions, Inheritance and Estate Planning.