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Events for Monday March 26, 2018

Coffee Connections: What the Trump Tax Reform Means for Your Retirement

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Monday March 26, 2018
10:00 AM

Coffee Connections: What the Trump Tax Reform Means for Your Retirement Monday, March 26, 10:00am at Hopewell Borough Hall, 88 East Broad Street, Hopewell.

The first major tax reform since 1986 was passed in December 2017. That means that our tax laws were last changed when the Oprah Winfrey Show debuted and Larry Bird was named the NBA's most valuable player. While much attention has been paid to how the tax law affects corporations (and the political wrangling it took to get it passed into law), the question for the rest of us is: how will this new tax law affect me and my retirement? This presentation will go over the details of the new tax law, including the planning opportunities that you have to save more money.

Your speaker will be Victor J. Medina, a Pennington-based estate planning attorney and financial advisor. Victor is the founder of Medina Law Group, concentrating on estate planning, and the founder of Make It Last Wealth Advisors, a registered investment advisory firm focusing on investments, insurance, and planning for retirees. Victor holds credentials as a licensed attorney (NJ/PA/NY), and as a CERTIFIED FINANCIAL PROFESSIONAL™ (or CFP®) and Retirement Income Certified Professional (or RICP®).


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