Broker Check

STRATEGIES FOR PROTECTING AND INVESTING YOUR MONEY DURING RETIREMENT

President of Retirement Planning Group, LLC David Kopyc, CRPC® will discuss strategies to help preserve your assets, increase income, and reduce estate taxes.


Adam Breault, Esq. will then explore ways to preserve your choices, protect your assets, and show you how to qualify for Medicaid when facing nursing home expenses.

David M. Kopyc, CRPC®

David M. Kopyc has assisted high-net-worth individuals, successful professionals, business owners, and retirees meet their immediate and long-term financial goals. He focuses on tax reduction strategies, wealth accumulation and preservation, as well as pre-and post-retirement planning. David has been a registered representative since 1983 and has completed the Chartered Retirement Planning Counselor Program (CRPC®) through the College of Financial Planning located in Denver, Colorado. David is the host of The Retirement Planning Show, heard every Saturday morning from 9:00 – 10:00 a.m. on Magic 590 AM & 100.5 FM. David can also be heard on Sunday mornings from 7:00-8:00 on 95.5 FM. Active in the community, David and his wife, Julie, have two sons and two daughters, David II, Kristopher, Kaitlyn, and Makayla.

Adam M. Breault, Esq.

Adam M. Breault, Esq. is an attorney with the law firm of Meyers & Meyers, LLP, which has offices in Albany and Saratoga Springs. A main area of Adam’s practice focuses on estate planning, probate, and estate administration. Before joining the firm, Adam practiced with a law firm in Syracuse, New York, advocating and litigating exclusively for victims of medical malpractice, personal injury, and defective products. Before that, Adam served as an Assistant Appellate Court Attorney for the Third Department of New York State’s Appellate Division. Adam is a member of the Trust and Estates Law Section, as well as the Elder Law and Special Needs Section, of the New York State Bar Association. He also serves as Treasurer and a member of the Board of Directors of Wildwood Programs, Inc. Wildwood Programs empowers and enables children and adults with neurologically-based learning disabilities, autism, and other developmental disorders to lead independent, productive and fulfilling lives.


Withdraw money from your IRA while minimizing your taxes

Common mistakes made by retirees

Keep more Social Security after taxes

Not understanding your investment risk

Long-term care options for retirees

Learn strategies on stretching existing retirement accounts to last a lifetime

Your IRA: Problem or an Opportunity?

Remove Anxiety From Estate Planning

Protect Your Home In Retirement

Best Strategies For Wealth Transfer

What Is A Trust And Why Do I Need One?

When?

Enjoy a dinner followed by an informative presentation either June 11th, June 18th, or June 20th, 2019.

Registration/Dinner will begin at 6 PM followed by the presentation at 6:30 PM

Where?

The Queensbury Hotel

88 Ridge Street

Glens Falls, NY 12801

Visit their website

Reserve your seat now!

There are only a limited number of seats available for this informational presentation so register as soon as possible. Make sure you either email Jim by clicking on the email address here ([email protected]) or give us a call at the office (518) 580-1919.

*Please include which seminar date you will be attending if you choose to register via email.