Attend an Educational Event That Could Change How You Think About Retirement
Whether you're preparing for retirement, protecting your family's legacy, or wondering if your current financial plan is missing something important, our complimentary educational workshops are designed to help you make more informed decisions.
Educational Workshop
Is Your Estate Plan Working With Your Retirement Plan?
What Your Investments, Taxes & Beneficiaries May Reveal: Learn if your retirement plan can withstand some of the most common retirement challenges.
Date
Tuesday, October 27
SEATS AVAILABLE — REGISTER NOW
Wednesday, November 4
SEATS AVAILABLE — REGISTER NOW
Time
6:00 PM
Location - Lacey Township High School, Lecture Hall, 73 Haines St, Lanoka Harbor, NJ 08734
To reserve your seats, call Ashley at 609-488-4646 and register with code TJCWMW, or register online using the link below.
Educational Dinner Experience
Smart Year-End Financial Strategies for Your Retirement & Legacy
Are Your Investments, Taxes & Estate Plan Working Together?
You may already have a financial advisor, an accountant, and an estate plan. But are they all working together?
You are cordially invited to a special dinner and private planning event presented by McLean Advisory Group. Over a complimentary dinner, you’ll explore important tax, retirement, and legacy planning strategies for those who are retired or nearing retirement.
Date
Tuesday, November 10
SEATS AVAILABLE — REGISTER NOW
Wednesday, November 18
SEATS AVAILABLE — REGISTER NOW
Time
6:00 PM
Location - Element Restaurant and Bar, 635 Route 72 W, Stafford Township (Manahawkin), NJ 08050
To reserve your seats, call Ashley at 609-488-4646.
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6pm Three Blind Mice Dinner Workshop - B2 Bistro Bayville
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6pm Three Blind Mice Dinner Workshop - B2 Bistro Bayville
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6pm Estate Planning Educational Workshop - Lacey Twp HS Lecture Hall
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Upcoming Workshop Series
- Is Your Estate Plan Working With Your Retirement Plan? - October 27 and November 4
- Smart Year-End Financial Strategies for Your Retirement & Legacy - November 10 and November 18
Our Events
Which Event Is Right For You?
Estate Planning Workshops
Beyond Wills & Trusts
"You may already have a will. But does your family actually have a plan?"
Learn why many estate plans unintentionally create unnecessary taxes, delays, family conflict, or probate issues—and discover strategies that can help protect what you've spent a lifetime building.
Topics Include
- Revocable vs Irrevocable Trusts
- Probate
- Beneficiary Mistakes
- Coordinating Investments & Estate Planning
- Asset Protection
- Legacy Planning
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Social Security and Retirement Income Workshops
The Retirement Income Puzzle
"Retirement isn't just about saving money. It's about making it last."
Discover how Social Security, taxes, investments and retirement income planning all work together.
Topics Include
- Social Security
- Tax Efficient Withdrawals
- Income Planning
- Roth Strategies
- Retirement Risks
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Estate & Tax Planning Strategies for Wealth Preservation
Evening Educational Dinner Experiences
Enjoy a complimentary dinner while learning practical strategies used by successful retirees and families to help reduce taxes, preserve wealth, and coordinate every part of their financial life.
Topics Include
- Estate Planning
- Investment Planning
- Tax Planning
- Retirement Income
- Coordinated Planning
- Wealth Transfer
Featured at:
Element Restaurant and Bar, The Waterfront, Captain's Inn, LBI National Golf & Resort, B2 Bistro
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Three Blind Mice & The Retirement Mousetrap
Evening Educational Dinner Experience
Enjoy a complimentary dinner while discovering how your investments, taxes, estate plan, and retirement decisions work together, and what can happen when they don’t. Learn how better coordination between your financial, tax, and legal planning may help you avoid costly gaps and make more informed decisions for retirement.
Now Featuring: Smart Year-End Financial Strategies for Your Retirement & Legacy
A year-end edition focused on tax, retirement, and legacy moves to consider before December 31. Join us November 10 or 18 at Element Restaurant and Bar in Manahawkin.
Topics Include
- Retirement Tax Planning
- Year-End Tax Strategies
- Estate & Beneficiary Planning
- Asset Protection
- Investment Planning
- Social Security & Medicare
- Coordinated Retirement Planning
Featured at: Element Restaurant & Bar, The Waterfront, Captain’s Inn, LBI National Golf & Resort, and B2 Bistro
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What We Stand For
What Makes Our Events Different?
Most seminars teach one piece of the puzzle. Ours show how the pieces fit together.
At McLean Advisory Group, we believe financial decisions shouldn't happen in isolation.
- Your investments affect your taxes.
- Your taxes affect your retirement income.
- Your estate plan affects your family.
Our educational events focus on helping you understand how these areas work together so you can make better long-term decisions.
Estate Planning
- Common mistakes
- Probate
- Trusts
- Beneficiaries
- Legacy planning
Tax Planning
- Roth conversions
- Tax diversification
- Capital gains
- Required Minimum Distributions
Investment Planning
- Fees
- Risk
- Income
- Coordination
Retirement Income
- Social Security
- Sequence of returns
- Withdrawal strategies
- Healthcare costs
Meet Your Presenters
Scott McLean, RFC®
McLean Advisory Group
Scott leads the firm’s client-first culture and is the host of Financial Insanity® on WBNJ. He is the author of Three Blind Mice: How Today’s Financial Planning Process Leads Your Money to a Mousetrap — and is passionate about helping families see their retirement planning clearly and confidently.
George Kastanis, CFP®, BFA™
McLean Advisory Group
Since 2009, George has guided families through retirement income planning, tax-efficient investing, and estate coordination with a practical, no-jargon approach. His focus is helping families align every piece of their financial life — not just one part of it.
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