Retirement Readiness: Taxes in Retirement
Schedule
Wed May 20 2026 at 01:00 pm to 02:00 pm
UTC-04:00Location
207 Clemens Center Pkwy, Elmira, NY, United States, New York 14901 | Elmira, NY
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Clemens Center presentsRetirement Readiness: Taxes in Retirement
Wednesday May 20, 2026
1:00pm – 2:00pm
Clemens Center Upper Lobby
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Taxes in Retirement: Planning Strategies for Income, Withdrawals & Long-Term Efficiency
Retirement planning goes beyond saving — understanding how taxes impact your income and withdrawals is key to making your savings last.
Join us for an educational presentation focused on the tax considerations that can influence retirement income and long-term financial decisions. This session is part of the Retirement Roadmap Financial Education Series, designed to help individuals navigate important financial choices before and during retirement.
Presented by:
Jason Nickerson, CFP®, EA – President & COO
Amber Gee, CFP® – Senior Associate Advisor
What you’ll learn:
• How different sources of retirement income may be taxed
• How withdrawals can impact your overall tax exposure
• Key rules around Social Security, Required Minimum Distributions, and Medicare premiums
• Strategies that may help improve long-term tax efficiency
Who should attend:
• Individuals approaching retirement within 5–10 years
• Those recently retired and beginning withdrawals
• Anyone looking to better understand taxes in retirement
Join us to gain valuable insight and plan with confidence for your financial future.
Participation is limited to the first 30 registrants to allow for a more engaging and interactive discussion.
This event is free, and we encourage neighbors, friends, and loved ones to attend.
Secure your spot by registering today.
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For questions or more information, please contact:
Craig Bond at [email protected]
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Where is it happening?
207 Clemens Center Pkwy, Elmira, NY, United States, New York 14901Event Location & Nearby Stays:
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