Surviving Retirement

Dinner Workshops

Stay Informed, Stay Ahead.

Seminar Discussion Highlights:

  • How you can create a guaranteed retirement income that both you and your spouse cannot outlive.
  • How do you protect your money against future drops in the market without completely sacrificing your change to grow your money now?
  • How to make a fundamental shift between accumulation accounts and distribution accounts.
  • Creating tax-free money for long-term care.
  • Wills vs. Trusts: How to avoid probate
  • How to reduce taxes on Social Security
  • Traditional "safe" havens for retirement savings, such as money market accounts, government bonds and CDs are yielding after-tax returns barely above inflation. You'll discover other risk-free options to generate much better returns.
SURVIVING RETIREMENT

The Colts Neck Inn Steakhouse

Tuesday, May 5, 2026, 6:00 PM

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SURVIVING RETIREMENT

The Breakers on the Ocean

Thursday, May 14, 2026, 6:00 PM

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SURVIVING RETIREMENT

The Colts Neck Inn Steakhouse

Tuesday, May 19, 2026, 6:00 PM

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SURVIVING RETIREMENT

The Colts Neck Inn Steakhouse

Tuesday, June 2, 2026, 6:00 PM

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SURVIVING RETIREMENT

The Colts Neck Inn Steakhouse

Wednesday, June 10, 2026, 6:00 PM

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SURVIVING RETIREMENT

The Breakers on the Ocean

Tuesday, June 16, 2026, 6:00 PM

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SURVIVING RETIREMENT

The Breakers on the Ocean

Thursday, June 25, 2026, 6:00 PM

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Client Appreciation Party 2026!

A man and woman posing for a photo in front of a backdrop with a company logo.
Man and woman posing in front of a backdrop with
Couple posing in front of a backdrop with
Two people posing in front of a backdrop with the
A man in a suit and a woman in a brown dress stand together in front of a backdrop with
Man in a suit smiles, standing in front of a backdrop with the words
Man and woman posing in front of a backdrop with
Couple poses in front of a backdrop with
A man and woman pose in front of a backdrop that says
Man in a light-colored sweater smiles in front of a backdrop with
Two people smiling, posing in front of a SAFE FINANCIAL backdrop; man gives thumbs-up.
Four people seated at a round table at a formal event, smiling. Table is decorated with flowers and napkins.
A man in a suit, a woman in a sparkly blue dress, and a woman in a black jacket.
Two people pose in front of a backdrop with
A man and woman posing for a photo. The man wears a blazer and tie;
Man in blue blazer stands in front of a backdrop with
The man wears a blue suit and orange tie. The woman wears a black top and cream skirt.
Four people sit at a table in a decorated banquet hall. They smile and look at the camera.
A couple posing in front of a backdrop with the
Three people smiling for a photo indoors, one woman in the middle, two men on either side.
Couple poses in front of a backdrop with
Man and woman at a gala, smiling. They sit at a table with food, drinks, and decor.
One woman and One men smiling
One woman and One men smiling
A woman and a man pose in front of a backdrop with a repeating logo
Group of people at a formal dinner, smiling around a table set with gold and green accents, decor.
Group of people seated at a table at an event, with balloons and decorations.
Four people in formal attire at an event, posing and smiling indoors.
Man and woman posing in front of a backdrop with
Couple posing at an event with a green and white
A woman in a pink dress and a man in a blazer stand in front of a backdrop with the words
A couple poses in front of a backdrop with logos. The woman wears a black dress and the man a suit.
Three people at a table, smiling. Man in the middle has arm around woman. Table set with flowers, glasses.
Man and woman pose in front of a backdrop with a company logo. The woman wears a patterned dress and holds a purse.
Woman in green outfit at an event with a
Man and woman posing at an event with a Safe Financial backdrop. The woman wears a formal gown and the man wears a suit.
Couple holding hands posing in front of a backdrop with
Two women stand in front of a backdrop that reads
A man and woman pose in front of a backdrop with a
One woman and One men smiling
Man and woman posing at an event. The man wears a suit and tie; the woman a pantsuit. Safe Financial logo backdrop.
A woman and a man pose in front of a backdrop with
Three women seated at a decorated table, smiling. Flowers and place settings are in front of them in an event hall.
One woman and One men smiling
One woman and One men smiling
One woman and One men smiling
A couple posing in front of a backdrop with the words
A man and a woman pose in front of a backdrop with the words
Three women at a
Man and woman pose in front of a backdrop with repeated
Three people smiling at a
Guests seated at a decorated table, smiling at a social gathering. Balloons and flowers visible in a banquet hall.
Five people posing for a photo indoors, a woman in a black dress, four men in suits, smiling.
One woman and One men smiling
Three people pose in front of a backdrop with
Couple at a formal event; woman raises a glass. They are at a table, smiling, with others in the background.
A man and woman posing for a photo. The woman wears a red shirt; the man wears a suit. The backdrop reads
A man and woman pose in front of a backdrop with a company logo. The woman wears a teal dress, and the man wears a suit.
Two people smiling at a table set for a meal, a buffet in the background.
Four people seated at a table in a banquet hall, smiling. A flower arrangement and place settings are visible.
Four people seated at a table in a banquet hall, celebrating. Balloons in the background.
Four people smiling, posing in front of balloons and a
Two women at a party, one in blue, one in maroon, near a bar with balloons.
White sign with black ornate border. Text:
Ballroom set for an event with round tables, chairs, and a chandelier; decorations in green and gold.
Three people smiling at a table, likely a formal event. Silver, gold, and green balloons in background.
Man giving thumbs-up at a formal event, standing near a table with people.
Four people pose together indoors, smiling, one holding flowers. Formal attire.
A man and woman smiling in front of a backdrop with a
Table setting for
Banquet hall with round tables, decorated columns, and a dance floor.
Four people pose playfully in front of a backdrop with balloons. One makes bunny ears, others smile.
Two women smiling at a Christmas party. One wears red, the other gold, holding a stocking. Others seated at tables.
Two women smiling on a stage, one holding a microphone and a paper. A wine set is on display.
Party venue with decorated columns, tables, and balloons in green, gold, and silver.
Two women smiling next to a decorated table. Gold dress and a gray sweater. Holiday decorations in the background.
Woman with red hair, wearing a black sparkly top, at a party, smiling.
Woman in gold dress speaks into microphone at event; seated guests listen.
Couple smiles, looks at documents on a table in a decorated ballroom.
People at a festive event in a banquet hall. A woman in a red shirt stands with two people, smiling.
Woman in gold dress at a decorated event, holding a gift, speaking to guests seated at tables.
Large group of people gathered around a cake with sparklers; celebratory event in a decorated room.
Man in suit speaks into microphone at event with decorations.
Man signing a large white banner with a
People at a formal event, some seated at tables with food, others interacting. Festive decorations are present.
Smiling
Woman speaking into microphone at a table during an event. Guests at tables, gold bars on the table, floral centerpieces.
Man presenting at event. Room with green/gold balloons, screen with pie chart, and seated guests.
Large group of people gathered around a decorated cake at an event with gold and green accents.
Two women smiling, posing at event. Woman in gold dress holds microphone, other in black dress. Festive balloons.
Gifts on a table, including wrapped boxes and other items, with decorative bows.
Four people posing in front of a balloon wall at a
Woman in gold dress speaks at event, holding microphone and Christmas hat, festive decorations behind.
Woman in gold dress holding a Christmas stocking, speaking into a microphone at an event.
Group of people at a celebration around a cake with sparklers. Room with chandelier, decor, and tables.
Group of people at a formal event, some seated at a table with a centerpiece, others standing and socializing.
Cake decorated with text:
Two women smiling, posing at event. Christmas decor in background, gifts on table.
Group of people celebrating around a cake with sparklers. Party setting with decorations.
Large group poses around a decorated cake in a banquet hall, celebrating.
Woman in gold dress speaks at event with green and gold decorations.
Event with a prize wheel, decorations, gifts, and people; indoors.
Couple smiles, poses at an event, man in blazer, woman in gold dress, seated guests in background.
Table setting with floral centerpiece and table number 1; gold chairs in background.
People at a celebratory event, seated at tables and standing. Balloons and festive decor are in the background.
Two women embrace on a dance floor, decorated for an event. One holds a small gift.
People on stage at an event, speaking. Green and gold decorations. A presentation screen is in the background.
Large group celebrates around a cake with sparklers in a decorated room with a chandelier.
Couple dancing at an event, man lifting woman. People seated at tables, decorated room, projection screen in background.
Four people posing for photo at event, in front of a backdrop with balloons.
A group celebrates around a cake with sparklers. People clap and smile in an ornate room with a chandelier.
Woman in gold dress holds gift, on dance floor. Festive decorations and event attendees in background.
Woman in gold dress holds a Christmas stocking, speaking to an older woman at a party.
Woman speaking at a formal dinner, holding a microphone, with seated guests at tables.
Four people pose in front of a backdrop with balloons. Green, gold, and silver balloons decorate the area.
People dancing at an event, festive decorations above.
Two women smiling, posing with balloons at an event. Other guests seated at tables in a decorated room.
People at a formal event seated at a table, some smiling and conversing. Interior setting with decorations.
People dancing at a party in a decorated room with tables and chairs.
People dancing in a decorated ballroom. A man in a suit dances with a woman in a sparkly dress.
People dancing at a party in a room with windows and decorations.
People dancing at a party; woman in gold dress dances with a man in a suit, others clap.
Man in blazer smiles, holding drink at a bar with bottles and glassware.
People dancing joyfully at an indoor event with decorations, bright lights, and many guests.
People dancing in a well-lit ballroom with a large chandelier and decorative garlands.
People dancing with raised arms at a festive event. Ballroom with chandelier and gold decor.
People dancing in a decorated ballroom under a large chandelier. Some have their arms raised.
People dancing in a decorated ballroom with a chandelier, balloons, and garland.
People dancing at a party in a well-lit room with wood floors.
People at a festive event, seated at round tables with decorations, indoors.
Two women smiling, posing at a party. One gives a thumbs-up. Other guests are visible in the background.
People dancing at an event, arms raised, smiles, a decorated room with gold accents.
People dancing at a party in a decorated room with gold and green accents.
Couple dancing at a party; balloons, tables, other guests in background.
People dancing at a celebratory event in an ornate ballroom with a chandelier.
People dancing at a party; festive decorations. Joyful expressions, formal attire, indoor setting.
People dancing at a party in a decorated room with tables and a large window.
Two women dancing at an event, one in black with a gold skirt, the other in black pants. Balloons in background.
People dancing at a party; gold and black dresses, suits, chandelier, decorated room.
Woman dancing at a party, gesturing near a man in a suit. Gold and green decorations in a well-lit room.
People dancing at a party under a large chandelier. Festive decorations adorn the ceiling and walls.
People dancing joyfully at a party in a decorated room, some with arms raised and smiling.
Woman in gold dress speaks into mic at a party. People seated at tables laugh. Balloons.
People dancing in a ballroom; woman in gold dress laughs, man raises her hand, others watch.
People dancing in a decorated ballroom with a chandelier and balloons.
People dancing at an event, some with arms raised. Interior with decorations, including gold and green.
People dancing and celebrating at a festive gathering. Arms raised, joyful expressions. Floral decor overhead.
Group of people at a party, raising hands and smiling under decorations, festive lights.
People dancing at a party in a ballroom. Woman in gold dress smiles and dances. Others dance nearby.
People dancing at a party; festive decorations. Joyful expressions; indoors.
Two people at a table, smiling at the camera. Man in suit, woman in sweater, at a formal event.
People dancing with arms raised under a chandelier in a decorated ballroom.
People dancing in a decorated ballroom under a chandelier, raising their arms.
People dancing at a party in a room decorated with gold and green accents.
People dancing and laughing at a party with festive decorations, celebratory atmosphere.
People dancing at a party in a decorated ballroom. A woman in black pants and a man in a blue jacket are central.
People dancing enthusiastically at a party, raising arms. Glittering decorations, warm lighting.
Man sticking out tongue at a party, wearing a blue jacket, dancing. Others in the background.
Four people dancing joyfully at an event; arms raised, smiles, in a ballroom with decor.
People dancing at a party in a decorated ballroom; one woman in a blue sequined dress.
Couple at a table, smiling at the camera. Event setting with flowers and a bar in the background.
People dancing at a party under a chandelier; many wearing formal attire.
People dancing and celebrating in a brightly lit room with a chandelier. Hands raised.
Four people smiling, posing for a photo at an event, inside a room.
People dancing joyfully at a party, raising arms in a decorated room.
People dancing in a well-lit ballroom; some have arms raised. Festive decor and a chandelier are visible.
Group of people smiling at an event with gold and green decorations.
Couple dances at a party in a decorated ballroom. Others socialize; gold and green decorations.
Four women pose for a photo at a formal event, smiling, in a ballroom with a disco ball.
Woman waving, smiling, at a party, other people in the background, festive decorations.
Three men in suits smiling, holding drinks, indoors with party decorations.
People dancing and celebrating at a party with gold and white decorations.
People dancing in a brightly lit ballroom. A woman raises her arms, a man smiles.
Three people at a formal event, seated at a table. Man in a suit with glasses, two women, festive decor.
Three women pose at an event; festive decorations with balloons.
Four people cheering, arms raised, at a decorated event with tables and a chandelier.
People dancing under a chandelier in a decorated ballroom. Hands raised in celebration.
People dancing at a party in a decorated room with gold and silver accents.
Four people pose at an event: a woman in black, a man holding a drink, a woman in a gold dress, and a man in a suit.
Two smiling women at an event, one in a sequined dress, standing by a gift table and a projected screen.
People seated at a table at a formal event, with one person in a blue suit, holding a table napkin.
Four women smiling at an event; gold and green balloons, chandelier, formal attire.
Woman dancing in a formal setting, surrounded by others, with a joyous expression. Festive decor.
People seated at a round table, celebrating. Green and gold balloons. Formal attire. Indoors.
People dancing at a party in a decorated ballroom. A man in a blue blazer dances enthusiastically.
People dancing with arms raised in a brightly lit ballroom, a chandelier overhead.
People celebrating at an event in a ballroom with a large chandelier. Several have arms raised, smiling.
Three older women smiling and posing together at an event. They are standing arm-in-arm in a banquet hall.
Smiling
Two women smile at the camera. One wears a teal dress, the other a gold top, black glasses, and long dark hair.
Two women dancing joyfully at a party, arm in arm. Decorated room.
People dancing in a ballroom; chandelier, tables, and decorations in background.
A woman and man smiling at a table with food, balloons in the background.
People dancing at a party in a decorated room with balloons.
Woman with glasses smiles at a table with flowers. She wears a black top and a shawl, inside.
Group of people dancing in a ballroom, under a chandelier. They are smiling and having fun.
Group of people celebrating in a banquet hall, arms raised. Elegant chandelier overhead.
Two women seated at a table, smiling. One wears a black dress with a beaded collar. The other wears a black lace top.
Group of people seated around a round table in a dining room, celebrating with food and balloons.
People seated at a round table, indoors, celebratory event, white tablecloth, gold chairs, looking at the camera.
Woman with glasses and man with gray beard seated at a decorated table, holding drinks; balloons in background.
Roast beef carving station at an event with sliced meat, tongs, and a server.
People dancing at a party in a decorated room. A woman in a pink gown dances with a man in a suit.
Smiling couple at a formal event, seated at a table with food and drinks.
Smiling
Two women at a table, smiling, in a decorated dining room. Other people are seated at tables.
Man in suit raises glass, smiling, beside woman in floral shirt at table.
Woman smiles, walks on dance floor in ballroom; guests seated at tables.
People seated around a round dining table. Food and drinks are present. Balloons decorate the room.
Man in blue suit speaking into microphone, gesturing with one finger, at an event.
People at a buffet table in a banquet hall, selecting food from various silver serving dishes.
People seated around a decorated table at a formal event, likely a party.
Two men speaking at a fundraiser. One points up; background has gifts and balloons.
People at tables clapping in a decorated banquet hall.
Two smiling women at a dinner table, with others in the background. One waves her hand.
Couple smiling at a table during a formal event. Decorations and other guests are in the background.
Woman in black outfit talking to man in suit at a party with balloons.
Three people at a formal event; a man speaks into a microphone, another reads paper, a woman observes, green and gold decor.
People seated around a decorated round table in a banquet hall. Balloons in the background.
Couple at a dinner table smiling, indoors; green balloons in background.
People at a buffet table, serving food from warmers in a well-lit room, possibly at a party or event.
A group of people seated around a table at a formal event, balloons in the background.
Two women smiling at a table, at an event. One wears glasses, a patterned shirt. Other wears jacket.
People seated at round tables in a decorated banquet hall, some looking towards the camera.
Three women seated at a table, smiling, at an event. White tablecloth, flowers, people in background.
Couple smiling at a formal event, seated at a table. Guests and decorations visible in the background.
Man speaking at a gala. Woman stands nearby. Room decorated with balloons and garland. Guests at tables.
People seated at tables in a decorated room, clapping. Gold and green decorations, a chandelier, and a buffet are visible.
People seated at round tables in a decorated dining room. Some are smiling, and one man gestures.
People applauding at a formal event, seated at a round table. Balloons and decorations visible.
Man in suit speaks at event; woman in gold dress stands behind him near balloons and gifts.
People at a buffet, selecting food from chafing dishes at an event.
People at a formal event, seated at round tables with centerpieces. Elegant room, buffet in the background.
Man speaking at an event with gold and green decorations, a chandelier, and an audience at tables.
Couple seated at a decorated table, man in blue suit and bow tie, woman in pink blouse, at a formal event.
Two men at podium, speaking at event. Room decorated with balloons, greenery, and presents.
People seated at round tables in a decorated room, likely at a formal event or reception.
Three people smile, posing together at an indoor event, with decorations and tables.
People at a buffet, serving themselves food. Setting is an event hall with decor.
People seated at round tables in a decorated dining room, attending an event.
Three women smile at a table set for a meal, gold and green balloons in the background.
People at a buffet, serving food. Indoors, many guests and serving staff, white tablecloths, and blue carpet.
Three people smiling at a table; one woman flanked by two men. Formal event with round tables and decorations.
People dancing and celebrating in a ballroom with a chandelier.
Four people in formal attire at an event. Man in suit holds a drink. Others observe. White walls, gold chair.
People at a catered event; buffet table with food; white and gold room.
Smiling couple at a formal dinner, woman in red jacket, man in blue blazer, seated at a decorated table.
People at a formal event seated around a decorated table with centerpieces. Balloons in the background.
Couple smiling at a table, man with arm around woman. Formal setting, glassware and flowers.
Five people seated around a table at a formal event, smiling. Floral arrangement and place settings are visible.
Man and woman smiling at a table, likely at an event. Balloons and floral arrangement in the background.
Two people smiling and giving thumbs up at a table; others seated nearby in a well-lit room.
Four people seated at a round table, smiling. Dinner setting with centerpiece.
Four people seated at a round table, smiling. Two have their arms around each other. Elegant dining room setting.
Couple smiling at a table set for a formal event, with flowers and guests in the background.
People seated at a decorated table, likely a luncheon. Balloons behind, floral centerpiece, gold accents.
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