Taxes in Retirement Lunch and Learn

April 23, 2026 | 11:30 am

Don’t Let Taxes Take More than They Should.

You’ve spent years building your retirement. But without the right strategy, taxes can quietly take more than they should. Join us for an insightful conversation on navigating taxes in retirement – so you can make informed decisions about your income, investments, and long-term financial well-being.

Our guest speaker, Adam Bruno, CF2, brings a straightforward, human approach to financial planning. As a Certified Financial Fiduciary^® and Co-Founder of Evolution Retirement Services, he’s helped hundreds of families better understand the moving parts of retirement – from tax strategies to income planning – without the confusion or complexity.

During this event, you’ll gain insight into:
💰 How taxes can impact your retirement income
💵 Strategies to help preserve more of your assets
📈 Ways to align your financial decisions with your long-term goals
✨ How to approach retirement with greater clarity and confidence

Adam’s approach is refreshingly simple: no jargon, no pressure – just clear, thoughtful guidance designed to help you protect what you’ve worked so hard to build.