Retirement Workshops
Disability (3/4s) Tax Planning Workshop
This no-cost workshop is for FDNY members who are retired with a disability pension (WTC 3/4s & regular 3/4s).
In-Person Tax Planning Workshop – Exclusive one-hour session at our Wall Street office for WTC and disability retirees, highlighting key tax-saving opportunities.
Real Case Studies – See how others in your situation saved on taxes and boosted their retirement income through smart tax planning.
Uncover Hidden Opportunities – Identify overlooked tax breaks and tax prep strategies you might be missing, so you can keep more of your retirement income.
Roth Conversion Insights – Learn if a Roth IRA conversion is right for you and how it can secure more tax-free income in retirement.
Implementation – Get a clear understanding of how Brave Eagle Wealth Management implements tax strategies alongside investment portfolio management to provide a comprehensive wealth management service.
Limited Seats – Space is limited for this no-cost workshop, so RSVP now to secure your spot and start taking advantage of these valuable tax strategies.
Presenter
Peter Thomann EA, CFP®
Next Workshop
Wednesday May 14th, 2025 from 1:00 pm to 2:00 pm
Location
Brave Eagle Wealth Management Office
48 Wall St
New York, NY 10005
If you would like to attend call the office: 212-918-4746
Retiree Workshop
This no-cost workshop is designed for retired FDNY members that are considering hiring Brave Eagle Wealth Management as an Advisor.
Next Workshop
Wednesday April 30th, 2025 from 1:00 pm to 2:00 pm
Location
Brave Eagle Wealth Management Office
48 Wall St
New York, NY 10005
If you would like to attend call the office: 212-918-4746