Retirement Tax Roadmap: Navigating Four Key Stages

Join us on a journey through the evolving world of retirement taxes. Navigate the four key stages of retirement tax planning, from early retirement to estate considerations. Explore smart tax moves, optimization strategies, and real-world examples to make complex concepts understandable. Acquire the knowledge and confidence to navigate tax reforms effectively.


Embark on a journey through the evolving landscape of retirement taxes. Imagine sailing through retirement with a clear, adaptable tax strategy for every stage. From your early retirement years to the complexities of estate planning, this workshop offers a compass to guide you through the four key stages of retirement tax planning.

What to Expect:

  • Decoding Early Retirement Tax Implications: Smart moves for your initial retirement years.
  • Mid-Retirement Strategies: Optimizing tax efficiency as your needs change.
  • Late Retirement Planning: Navigating RMDs and investment income.
  • Legacy and Estate Considerations: Ensuring a tax-efficient transfer of your wealth.
  • Engaging Examples and Real-World Scenarios: Making complex tax concepts relatable and understandable.

Join us to arm yourself with the knowledge and strategies needed to navigate the tax reforms effectively and confidently.

About the Presenters:

This educational workshop will be presented by Kenneth Reese, MSFS, CPWA®, CFP®, CIMA®, CLU®, ChFC®, EA, Partner and Financial Advisor of Black Diamond Financial Solutions and instructor with the Money School, a program of the Delaware Community Reinvestment Action Council. 

Kenneth graduated from Penn State University, focusing on finance and law, and has over ten years of wealth management experience. He is passionate about developing tax-centered financial planning strategies and is committed to lifelong learning and client empowerment.

This workshop is presented by The Money School. Log in demoneyschool.org to register and to view the full class listing.

Registration is requested and walk-ins are welcome, as space allows. To register by phone, call 302-298-3250.



Apr 03 2024


11:00 am - 12:00 pm


Library Workshop
Lewes Public Library


Lewes Public Library
111 Adams Ave, Lewes, DE 19958
Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®


Kenneth Reese, MSFS, CPWA® CFP®, CIMA®, CLU®, ChFC®, EA, AEP®
1200px Riskalyze 768x256

See how prepared your portfolio is for a financial shock.