October 2025
Did you know that most people spend more time planning a week-long vacation than they do their retirement? This boot camp series aims to change that and better position you for your golden years. Upon completion of the 3-class series, you’ll have a good understanding of some of the most common challenges pre-retirees (and many retirees) encounter.
The series will cover five key areas:
- Investing (including how to provide an income stream that outlives you)
- IRA strategies (rollover options and common RMD mistakes)
- Tax planning (knowing the actions you should be taking throughout each stage of retirement)
- Healthcare (managing expenses, transitioning to Medicare, and long-term care)
- Estate planning (how to prepare for a smooth transition of your assets)
Classes are on October 23rd, and October 30th from 6:15 – 8:00 PM. You can participate in individual classes if your schedule doesn’t permit.
Signing Up is Easy:
- Head to the Wappingers Continuing Education website
- Scroll down to Sections
- Find “Retirement Planning Bootcamp”
- Select the class to attend & fill out the registration information
The recent legislation, often referred to as the “Big Beautiful Bill,” encompasses a range of provisions that significantly impact tax payers. Specifically, the bill includes a variety of reductions in tax rates for individuals and business, aiming to stimulate economic growth, as well as expansion in tax credits, new deductions, and exemptions, among other measures. Join Vision Retirement to find out how key changes introduced in this bill may affect your financial planning and tax obligations.
Did you know that most people spend more time planning a week-long vacation than they do their retirement? This boot camp series aims to change that and better position you for your golden years. Upon completion of the 3-class series, you’ll have a good understanding of some of the most common challenges pre-retirees (and many retirees) encounter.
The series will cover five key areas:
- Investing (including how to provide an income stream that outlives you)
- IRA strategies (rollover options and common RMD mistakes)
- Tax planning (knowing the actions you should be taking throughout each stage of retirement)
- Healthcare (managing expenses, transitioning to Medicare, and long-term care)
- Estate planning (how to prepare for a smooth transition of your assets)
Final class on October 30th from 6:15 – 8:00 PM.
Signing Up is Easy:
- Head to the Wappingers Continuing Education website
- Scroll down to Sections
- Find “Retirement Planning Bootcamp”
- Select the class to attend & fill out the registration information
November 2025
Join us virtually for this webinar!
Our Mortgage experts will discuss what to expect during the home-buying process.
December 2025
Join us virtually for this webinar!
Our Mortgage experts will discuss what to expect during the home-buying process.
