Current Events
Past Events
Reducing Lifetime Taxes for Generational Wealth
Speaker Jennifer L. Climo, CPA, CFP®, MSFP Advisor Milestone Financial Planning Theofilos Vougias Esquire Devine Millimet Attorneys at Law About this event Join us for an insightful seminar on 'Reducing Lifetime Taxes for Generational Wealth'. Discover actionable ways to reduce income, estate, and gift taxes with proven tax-saving strategies —ultimately securing a brighter financial future for generations to come. Led by local financial advisor Jennifer [...]
Medicare Madness! Important Changes for 2025
The annual Medicare Open Enrollment Period opens on October 15th and closes on December 7th. Do you know the steps you need to take to make sure you are getting the best deal?
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 [...]
Tax Saving Tips for Working Professionals
Join our three-part webinar series for working professionals. Get expert tips and personalized strategies to minimize your tax burden.
