Bucks County Retirement PlAnning Free Workshops
Complimentary Retirement Planning 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 or Yardley, PA
Only 3 Complimentary Dinner Worshops
Ready to RSVP?
RSVP to one of the following dates and locations:
Yardley, PA
Place:
Yardley Inn
82 E Afton Ave, Yardley, PA 19067
Date & Time:
Wednesday, March 18th, 2018
5:00 to 8:00 PM
Newtown, PA
Place:
Harvest Seasonal Grill
865 S Eagle Rd, Newtown, PA 18940
1st Date
Tuesday, March 17th, 2026
5:00 PM to 8:00 PM
2nd Date
Thursday, March 19th, 2026
5:00 PM to 8:00 PM
Meet Your Hosts and Instructors
David Loesser, CFP® & CPWA®
CEO & FOUNDER 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 PLANNER® designation from The American College and received the Certified Private Wealth Advisor Professional designation through the Yale School of Management.
Christopher Loesser
Financial Advisor
Chris Loesser serves as a Financial Advisor with The Estate Planners Group, where he helps bring clarity and peace of mind to every stage of the retirement journey.
Chris began his career in financial services in 2004 before transitioning to leadership roles with a national non-profit, most recently serving as an Associate National Director. He also founded a consulting firm where he worked directly with more than 160 individual organizational leaders, helping them navigate finance, leadership, and client communication challenges. In recent years, he was invited to serve as a key consultant for several national classical school networks, including ACCS, ICLE, and the Chesterton Academies.
Chris holds a Series 65 securities license and a bachelor’s degree from The College of New Jersey. He and his wife, Christine, live in Langhorne, Pennsylvania, and have four children. Chris enjoys family adventures, volunteering with his church, fishing, and playing pickleball.
Newtown or Yardley, PA
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