September Retirement PlAnning Free Workshops

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Complimentary Retirement Planning Lunch or Dinner Workshop:

Topics to be covered

Income Planning

  • Replacing your paycheck
  • Making your money last

Investment Portfolio

  • How is a retirement portfolio different from a work 401(k)?
  • How to reduce volatility and risk without sacrificing returns?
  • Are Private Equity and Bitcoin Worth It? A Look at Alternative Investments.

Tax Minimizing

  • Roth conversions strategies to reduce taxes
  • Reducing and eliminating IRMAA
  • Qualified charitable distributions to eliminate RMD taxes

Estate Planning

  • Protect and transfer your estate with ease.
  • Learn the must-have legal documents.

Newtown, PA or Ewing, NJ

Only 4 Complimentary Lunch or Dinner Worshops

Ready to RSVP?

Register for free workshop

RSVP to one of the following dates and locations:

Ewing Township, NJ

Place:
Erini Restaurant
1140 River Road, Ewing Township, NJ 08628

Lunch Event:
Saturday, September 20th, 2025
11:30 AM to 2:30 PM

Dinner Event:
Thursday, September 25th, 2025
5:00 PM to 8:00 PM

Book NJ

Newtown, PA

Place:
Harvest Seasonal Grill
865 S Eagle Rd, Newtown, PA 18940

Dinner Event:
Tuesday, September 23rd, 2025
5:00 PM to 8:00 PM

Lunch Event:
Saturday, September 27th, 2025
11:30 AM to 2:30 PM

Book PA

Meet Your Hosts and Instructors

David Loesser, CFP®  & CPWA® 

President of The Estate Planners Group

David established The Estate Planners Group in 2001, and he serves as the President of the company. He is a veteran of the financial services industry and has over twenty years of experience in executive management positions. Recognized as one of America’s Top Financial Planners, David has demonstrated expertise in building proprietary approaches in the essential areas of portfolio construction and management.

Fox Business Channel, CNBC, and Fox 29 News are among some of those who have interviewed David for his financial insights and perspective.  He has been quoted online and in various magazines such as: USA Today.com,  Financial Advisor Magazine, The New York Times.com, Bloomberg’s Businessweek.com, The Wall Street Journal (WSJ.com), The Chicago Sun Times.com, Aol News, Yahoo! News, Forbes.com, MSN Money, Boston.com (The Boston Globe), Investors.com (Investor’s Business Daily), Reuters.com, and others. 

David has a bachelor’s degree from The College of New Jersey, and has four Master’s degrees. David graduated from Carnegie Mellon’s Tepper School of Business, HEC Lausanne University (Switzerland), and The Swiss Finance Institute with an Executive MBA in Asset and Wealth Management in 2013. He holds the Certified Financial PlannerTM designation from The American College and also the Yale CPWA® professional certification.

David Loesser, CFP® & CPWA®

Newtown, PA or Ewing, NJ

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  • The materials given were wonderful. It’s nice to be able to read info over and over

    – Laurie

    Fort Collins, CO

  • Great insight and expertise. Easy to follow and understand. I highly recommend the course!

    – Cynthia

    Langhorne, PA

  • Not a sales pitch. Discussed options that were available to consider in retirement

    – Allen

    Naples, FL

  • Take the course it makes you aware of what you need to do for a safe retirement

    – Jean

    Newtown, PA

  • Course is of super value and will pay huge dividends.

    – John

    Ft. Myers, FL