This workshop is INFORMATIONAL ONLY. You will not be charged or sold anything.

Whiton Memorial Library

Whiton Memorial Library is not a sponsor or affiliated with this seminar in any way.

100 North Main Street

Manchester, CT 06042

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Event Date & Time

Monday, September 9th – 6:00 pm

Thursday, September 12th – 6:00 pm

Call (877) 626-0105 or fill out the form to register

Sign Up Today for Our FREE Educational Workshop!

Meriden Public Library

Meriden Public Library is not a sponsor or affiliated with this seminar in any way.

105 Miller Street

Meriden, CT 06450

View Map & Directions

Event Date & Time

Monday, September 16th – 6:00 pm

Wednesday, September 18th – 6:00 pm

Call (877) 626-0105 or fill out the form to register

Sign Up Today for Our FREE Educational Workshop!

Why you should attend this seminar:

If you are nearing retirement or already are retired, it is crucial that you understand how taxes (especially the new changes) will impact your retirement income. 

We understand that each person’s financial state is unique, therefore their tax situations are different. With the possibility of tax rules changing, it is often difficult to keep up with the most up-to-date information. That is where this seminar comes in. 

We want to be able to provide you with accurate tax information to Maximize your Net Retirement Income and help you determine how you could pay less in taxes on your hard-earned money. 

Join us at Whiton Memorial Library for an educational seminar covering Taxes In Retirement on Monday, September 9th – 6:00 pm & Thursday, September 12th – 6:00 pm.

Our seminar will equip you with the most accurate and comprehensive information regarding taxation during retirement, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of all of them. With the information you’ll obtain from our seminar, you’ll be better equipped to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.

Getting to know the presenter:

Ben Fuchs is a Certified Financial Planner® (CFP) with more than 15 years of experience serving clients and helping them achieve their goals, objectives and retirement dreams. Ben and his wife Kristin have two beautiful children, Flora and Logan.  When Ben is not building retirement plans and designing custom portfolios for new and existing clients, he enjoys volunteering for the Connecticut Association of Human Services, meeting one-on-one with individuals who desperately need a plan to get on the right financial track. He also enjoys playing basketball, tennis with his family, and board games. For family time, Ben loves the beach, going on walks, playing make believe with his daughter and going to Florida in December to visit their grandparents as a family tradition. 

Ben likes doing workshops because it gives people a chance to get to know him and determine if the relationship is a good fit before someone comes in for a meeting.  Workshops are a great opportunity to point out some of the biggest downfalls people face in the retirement planning process.  “It’s a confusing, yet crucial time in their life and a few missteps can affect their whole retirement,” said Fuchs.

Ben’s goals for his workshops are to provide concrete, genuine information and feedback that will hopefully keep people from paying more than they need to in order to maximize their retirement Income. Ben understands that finances are complex and wants to ensure that his clients truly understand their finances, while creating lasting relationships that leave them with peace of mind. 

Ben graduated from the University of Connecticut with a B.S. in Business and Technology. He is a Certified Financial Planner, a fiduciary Advisor. He carries his series 6, 63, and 65 licenses, along with property and casualty, life, health and long-term care insurance. His licensing and skill set allows him to review the most crucial aspects of the Financial Planning Process for all of his clients.

Getting to know the presenter:

Ben Fuchs is a Certified Financial Planner® (CFP) with more than 15 years of experience serving clients and helping them achieve their goals, objectives and retirement dreams. Ben and his wife Kristin have two beautiful children, Flora and Logan.  When Ben is not building retirement plans and designing custom portfolios for new and existing clients, he enjoys volunteering for the Connecticut Association of Human Services, meeting one-on-one with individuals who desperately need a plan to get on the right financial track. He also enjoys playing basketball, tennis with his family, and board games. For family time, Ben loves the beach, going on walks, playing make believe with his daughter and going to Florida in December to visit their grandparents as a family tradition. 

Ben likes doing workshops because it gives people a chance to get to know him and determine if the relationship is a good fit before someone comes in for a meeting.  Workshops are a great opportunity to point out some of the biggest downfalls people face in the retirement planning process.  “It’s a confusing, yet crucial time in their life and a few missteps can affect their whole retirement,” said Fuchs.

Ben’s goals for his workshops are to provide concrete, genuine information and feedback that will hopefully keep people from paying more than they need to in order to maximize their retirement Income. Ben understands that finances are complex and wants to ensure that his clients truly understand their finances, while creating lasting relationships that leave them with peace of mind. 

Ben graduated from the University of Connecticut with a B.S. in Business and Technology. He is a Certified Financial Planner, a fiduciary Advisor. He carries his series 6, 63, and 65 licenses, along with property and casualty, life, health and long-term care insurance. His licensing and skill set allows him to review the most crucial aspects of the Financial Planning Process for all of his clients.

433 South Main Street, Suite 308,  West Hartford, CT 06110 | Call Us: 860.461.1709

Asset management and investment Advisory Services offered through Caitlin John Private Wealth Management LLC., an SEC Registered Investment Advisor Firm. Headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll Free 877-238-1680. Ben Fuchs is an Investment Advisor Representative of Caitlin John Private Wealth Management LLC. Fuchs Financial and Caitlin John Private Wealth Management LLC. are separate entities and are not affiliated.

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