800-516-5861


 800-516-5861

Free-To-Attend Retirement Seminar 
@ The William Penn Inn

Learn How To Avoid Costly 
Mistakes In Retirement

REGISTRATION FULL! 
Please sign up for another date on our website.

6:00 - 8:00 PM

Free-To-Attend Retirement Seminar
@ The William Penn Inn

Learn How To Avoid Costly 
Mistakes In Retirement

CLASSES ARE FULL
November 8th or November 15th, 2022

6:00 - 8:00 PM

1017 Dekalb Pike, 
Gwynedd, PA 19436

At Our Masterclass, We'll Discuss:

  • A basic overview of the tax rules as they apply today.
  • ​How to take money our of your IRA tax-free through little known strategies.
  • ​Understanding tax credits & deductions.
  • ​How the new tax reform bill may impact your  bottom line and retirement nest egg.
  • ​How will America's debt impact your retirement?
  • How to stretch out your IRA for 50, 60 or even 70 years!
  • Answers to the questions: Do I have enough? Will my money last the rest of my life?
  • ​Learn asset allocation strategies for RMD's.
  • Potential tax-savings strategies to use when changing residency.
Join us for dinner and a knowledge experience like no other, for local residents ages 55+ and over who are retired or nearing retirement and desire to enjoy retirement with confidence. 

This reservation-required, limited-seating event is absolutely free. 

Well-known local retirement income specialists and financial fiduciaries from Thrive Financial Services will illustrate cutting-edge, time-tested techniques and strategies to help you efficiently maximize the spendable money in your pocket with less risk and taxes. This event is specially designed for individuals or families that have $250,000 of investable assets. 
*William Penn Inn is not affiliated, nor a sponsor of Retirement MasterClass

A quick video from our presenter of the night: 

David Bezar
Senior Managing Director

 What happens to my information once I register?
Your privacy is important to us! Your information is securely shared only with the presenter of the masterclass. We will never sell your information.
 Who are the presenters of the masterclass?
Our presenters are from your area and live in your city. They are professionals and have likely been educating local residents for years if not decades on planning for retirement. They often have a private planning practice and can be a financial advisor or other retirement planning professional.
 How much does a masterclass cost?
All of our masterclasses are hosted for the public at no-cost!
 Why does the presenter teach at no cost?
The masterclass is an event focused on community education. The presenter is given a chance to educate their community, often they find there are locals who are nearing retirement who may need help with their retirement planning in one way or another. Your attendance to any of our seminars in no way obligates you to engage the presenter in any service.
 Is this the masterclass for me?
If you are between the ages of 50 and 75 and are nearing retirement or are currently retired, the course will have material to appeal to various situations.
 How long is the class?
Our masterclasses typically end 1 hours after the posted start time.
 Is Retirement Masterclass associated with the IRS, SSA or any other government organization?
No, we are an independent entity. 
This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow-up consultation where financial products may be presented or offered. This presentation has not been endorsed by the Social Security Administration. The Financial Advisor presenting this event is not affiliated with the Social Security Administration or any other governmental organization. This event is not sponsored by the venue.
Retirement Masterclass | 2019
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