Events

Events

Events2024-12-23T08:20:48-05:00

Current Events

Reducing Lifetime Taxes for Generational Wealth

Join us for an insightful seminar on Reducing Lifetime Taxes for Generational Wealth. Reserve your spot now! Speaker Jennifer L. Climo, CPA, CFP®, MSFP Advisor Milestone Financial Planning Theofilos Vougias Esquire Devine Millimet Attorneys at Law Date and time Thursday, February 6th • 5:30 pm EST Location Derryfield Country Club 625 Mammoth Rd, Manchester, NH 03104 [...]

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Past Events

Are You Ready to Retire?

Milestone's CEO and Senior Advisor, Jennifer Climo, answers your most pressing retirement questions! Retirement is a time when we are stepping away from the employment that brought us to where we are and switching gears towards other goals. Even if you are confident that you have enough financial resources for retirement, you may still have questions: How much should I withdraw from my accounts each year? Which types of accounts should I draw from first? Is a very low tax bracket in the first few years of retirement really a good thing? How can [...]

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