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This event has been postponed.

This event has been postponed and will be rescheduled at a later date. We apologize for any inconvenience and encourage you to stay tuned for the rescheduled event. 

If you have any questions, please don't hesitate to contact us! 


How to Pay Less Taxes in Retirement Seminar

Are you approaching retirement or already retired and worried about how taxes will affect your savings?

 Join us on October 1st for a free,  informative seminar, "How to Pay Less Taxes in Retirement," and take control of your retirement planning. This is one event you don't want to miss!

Presented by: Ken Burke, CPA/PFS, President & CEO, High Falls Advisors and Jennifer Vogler, Esq., Executive Vice President & Chief Compliance Officer, High Falls Advisors

Date: Tuesday, October 1st, 2024

Time: 7 - 8:30 p.m.

Location: Perinton Community Center, Room 204, 1350 Turk Hill Rd, Fairport, NY 14450

We'll cover how to reduce taxes in retirement, protect your retirement accounts, and avoid the 'Social Security tax trap.' Jennifer and I will share tax-efficient strategies, explain how the SECURE Act 2.0 impacts your retirement, and discuss what the upcoming election could mean for your financial future.

Learn how to:

  • Pay less taxes in retirement

  • Leverage low tax rates on IRA & 401(k) accounts

  • Navigate tax impacts on Medicare & Social Security

Register for the Seminar below!

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Carefully navigating your financial future

Whatever the future looks like to you, we can help you create a strategy to get there.

High Falls Advisors has been helping individuals and families meet their financial goals since 2008. We offer a wide range of services including retirement planning, tax planning and preparation, professionally managed portfolios and investments, employee benefits counseling and estate management.

  • Financial Planning and Advice
  • Portfolio Management
  • Income Tax Planning and Preparation
  • Business Services