Estate & Tax Planning Surviving Retirement
Essential Steps to Protect What Matters Most
Prepare for retirement with greater confidence by understanding how estate planning and tax strategies work together to protect your financial future. This educational seminar explores ways to preserve your assets, reduce the impact of taxes, protect your loved ones, and create a more efficient legacy. Discover important estate planning considerations, retirement tax strategies, and approaches designed to help you keep more of what you’ve worked a lifetime to build—while creating greater financial security throughout retirement.
What can you expect to learn from this class?
The advantages and disadvantages of Wills and Living Trusts.
Strategies to help you remove taxes from retirement and permanently remove the Internal Revenue Service as a beneficiary of your estate.
How Powers of Attorney work and don’t work (some may not be valid if you are disabled or pass away).
Longevity: Solutions if you live too long, die too soon, or become ill.
The New Normal: A review of where things could go from here and the key indicators to look toward.
How much risk do you want in your Retirement Portfolio? How much risk do you actually have? NOW is the best time to reevaluate your retirement plans.
Confidently Navigate Estate Planning, Retirement Taxes, and Wealth Preservation
This informative seminar is designed to help you better understand how estate planning, retirement planning, and tax strategies can work together to protect the wealth you’ve spent a lifetime building. You’ll explore important estate planning considerations, potential tax challenges in retirement, and strategies designed to help protect your assets, provide for your loved ones, and create a more efficient financial legacy.
Estate planning is about much more than simply having a will or trust. A well-coordinated plan considers how your assets are owned, how beneficiary designations are structured, what happens if you become incapacitated, how retirement accounts pass to your heirs, and how taxes may affect both your retirement income and the wealth you leave behind. You’ll also learn why coordinating your estate and retirement strategies can be an important part of creating greater financial stability throughout retirement.
The seminar will also examine the impact taxes can have on your retirement savings and income. Discover how different assets are taxed, why tax diversification matters, and how proactive planning may help you reduce unnecessary tax exposure while positioning your assets more efficiently for retirement and your legacy.
Whether you already have a plan or are just getting started, this seminar will help you identify potential gaps, ask better questions, and understand the strategies available to help you make more informed decisions about your financial future.
Register to join us at Tutto Fresco for this informative class focused on estate planning, retirement tax strategies, and wealth preservation on either Wednesday, September 23rd OR Thursday, September 24th at 6:30 PM ET.
This session explores how estate planning, retirement planning, and tax strategies can work together to help protect the wealth you’ve worked a lifetime to build. Learn how to identify potential gaps in your estate and retirement plans, protect your beneficiaries, address the tax impact on retirement assets and inherited accounts, and maintain greater control over how your wealth is managed and transferred. You’ll also discover strategies for improving tax efficiency, protecting assets, and creating greater financial stability throughout retirement. By the end of the class, you’ll have a better understanding of how a coordinated, proactive approach can help you preserve more of your wealth, provide for the people you care about, and create the legacy you intend.
Join us on 9/23/26 at 6:30 PM ET or 9/24/26 at 6:30 PM ET
for this specialized, no-obligation class.
Space is limited. Sign up today!
WEDNESDAY
September
23
6:30 PM
THURSDAY
September
24
6:30 PM
Frequently Asked Questions
Who is this seminar for?
The insights provided in our estate planning and tax strategies seminar are valuable for anyone seeking to protect their assets, provide for loved ones, and ensure their wishes are honored.
What's the purpose of this class?
This class is designed to be entirely educational, providing attendees with valuable insights into key aspects of estate planning.
Topics covered include:
• How to coordinate your estate plan with your retirement goals
• The importance of beneficiary designations and how they can affect your legacy
• How wills, trusts, powers of attorney, and healthcare directives fit into an estate plan
• Common estate planning mistakes that can expose assets to probate, taxes, creditors, and other risks
• How taxes can impact your retirement income and accumulated wealth
• Strategies for creating greater tax diversification and tax efficiency in retirement
• How the SECURE Act and inherited IRA rules may affect the wealth you leave to your heirs
• Strategies designed to protect assets, preserve wealth, and create a more efficient legacy
• How to identify potential gaps and opportunities in your current retirement and estate plans
• And much more...
While presenters may offer business cards or brochures for informational purposes, there is no obligation to interact with them during or after the class.
Who is the speaker/presenter?
CHARLES J. CZAJKA III
Chuck has been in the financial services business for more than 42 years. Originally from Connecticut, Chuck moved to South Florida in 1989. Chuck attended the University of Connecticut and served with the United States Navy.
Chuck is a Certified Financial Fiduciary (CF2), a Certified Estate Planner (CEP), a Registered Financial Consultant (RFC) and a Certified Social Security Claiming Strategist (CSSCS). He has a life and health insurance license and has had his own company since 1989. He specializes in a “macro-economic” planning process that educates, counsels and guides clients through the maze of financial information to help them reach their maximum financial potential.
Chuck is married to Tami and has two children from his first marriage, Courie and Kellie, and six grandchildren Jared, Vada, Asher, Aria, Kellan and Kannon.
Tutto Fresco
Address
9501 Reserve Boulevard
Port St Lucie, FL 34986
When
Wednesday, Sept. 23 at 6:30 PM
OR
Thursday, Sept. 24 at 6:30 PM
