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Retirement Readiness Workshop

Wednesday June 7 @ 6:00 pm - 7:00 pm

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We invite you to a free and informative event, the “Retirement Readiness Workshop,” hosted by David R. Burgio, CPA, PFS, and Michael Malaney, CFP® , EA. This free community event is set to take place at the Julia Boyer Library, located at 1030 Losson Rd, Cheektowaga, NY 14227, on June 7th, from 6:00 to 7:00 pm.

This workshop aims to enlighten attendees on the vast and sometimes intricate landscape of retirement and financial planning, with a particular focus on tax planning. We will delve into various pivotal topics, including:

  • Values-based Planning: Aligning your financial decisions with your core beliefs and life goals.
  • Social Security: Unraveling the complexities of this system to maximize your benefits.
  • Investments: Exploring investment strategies to grow and protect your wealth.
  • Estate Planning: Ensuring a smooth transfer of assets to your loved ones.
  • Minimizing Taxes: Understanding tactics to legally and efficiently reduce your tax burden.

This community event is an invaluable opportunity to deepen your understanding of retirement planning in a fun and welcoming environment. We believe knowledge is the key to a successful and secure retirement, and we’re committed to helping you achieve this.

Reserve your seat below:


Wednesday June 7
6:00 pm - 7:00 pm


Julia Boyer Reinstein Library
1030 Losson Rd
Cheektowaga, NY 14227 United States
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