BEGIN:VCALENDAR VERSION:2.0 PRODID:-//Insight Financial Strategists - ECPv6.15.20//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-ORIGINAL-URL:https://insightfinancialstrategists.com X-WR-CALDESC:Events for Insight Financial Strategists REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20220313T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20221106T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20230312T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20231105T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20250309T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20251102T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20230320T190000 DTEND;TZID=America/New_York:20230320T203000 DTSTAMP:20260419T210240 CREATED:20221206T142125Z LAST-MODIFIED:20221206T142125Z UID:6087-1679338800-1679344200@insightfinancialstrategists.com SUMMARY:Tax Planning Strategies for the Four Major Stages of Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \nChanges in the tax laws have introduced some tough challenges and some new opportunities for individuals. \nRetirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class include: the critical tax questions you must answer before retirement; the surprises that often make retirement more expensive; what the Social Security “tax trap” is and how you can avoid it; why tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio\, health care\, and your estate. URL:https://insightfinancialstrategists.com/event/tax-planning-strategies-for-the-four-major-stages-of-retirement2/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230411T190000 DTEND;TZID=America/New_York:20230411T203000 DTSTAMP:20260419T210240 CREATED:20230323T134555Z LAST-MODIFIED:20230323T134555Z UID:6344-1681239600-1681245000@insightfinancialstrategists.com SUMMARY:The New Retirement Rules: Understanding SECURE Act 2.0 DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nThe SECURE Act 2.0 that was passed in December 2022 is the biggest retirement-related legislation in over a decade. There are new retirement savings and tax planning opportunities that demand everyone’s attention. The SECURE Act 2.0 rules impact 401(k) plans\, IRAs\, 529s\, Required Minimum Distributions and more. In this workshop\, you will learn: Why your 401(k) plans will look different in the future\, New age requirements for taking distributions from your retirement accounts. “The Death of the Stretch IRA” and what it means for your family. How 529 plan funds can jumpstart retirement savings. One way young professionals can save for retirement and pay student loan debt. The importance of planning and managing your taxes. How small businesses can benefit from starting a retirement plan. URL:https://insightfinancialstrategists.com/event/the-new-retirement-rules-secure-act/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20230509T190000 DTEND;TZID=America/New_York:20230509T203000 DTSTAMP:20260419T210240 CREATED:20230320T182857Z LAST-MODIFIED:20230320T182857Z UID:6342-1683658800-1683664200@insightfinancialstrategists.com SUMMARY:Retirement Plain and Simple DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it. \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care. URL:https://insightfinancialstrategists.com/event/retirement-plain-and-simple3/ LOCATION:MA END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231002T190000 DTEND;TZID=America/New_York:20231002T203000 DTSTAMP:20260419T210240 CREATED:20230809T180230Z LAST-MODIFIED:20230809T180230Z UID:6525-1696273200-1696278600@insightfinancialstrategists.com SUMMARY:Seven Steps to Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it.  \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care. URL:https://insightfinancialstrategists.com/event/seven-steps-to-retirement/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231016T190000 DTEND;TZID=America/New_York:20231016T203000 DTSTAMP:20260419T210240 CREATED:20230809T194813Z LAST-MODIFIED:20230809T194813Z UID:6528-1697482800-1697488200@insightfinancialstrategists.com SUMMARY:The Four Stages of Taxes in Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nChanges in the tax laws have introduced some tough challenges and some new opportunities for individuals. Retirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class include: the critical tax questions you must answer before retirement; the surprises that often make retirement more expensive; what the Social Security “tax trap” is and how you can avoid it; why tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio\, health care\, and your estate. URL:https://insightfinancialstrategists.com/event/the-four-stages-of-taxes-in-retirement/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20231030T190000 DTEND;TZID=America/New_York:20231030T203000 DTSTAMP:20260419T210240 CREATED:20230809T175507Z LAST-MODIFIED:20230809T175507Z UID:6521-1698692400-1698697800@insightfinancialstrategists.com SUMMARY:Navigating Legal Changes and Maximizing Retirement Planning DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nThe SECURE Act has changed many aspects of retirement planning\, including the rules around Required Minimum Distributions\, the use of annuities within retirement plans\, estate planning considerations\, contribution limits\, and updated rules on catch-up contributions. \nWith this workshop you will gain a comprehensive understanding of the latest legislative changes that came with the SECURE Act. You will understand the intricacies of the Secure Act 2.0 and capitalize on its benefits. The workshop is designed to equip you with the knowledge and skills needed to make informed decisions and leverage opportunities. URL:https://insightfinancialstrategists.com/event/navigating-legal-changes-and-maximizing-retirement-planning/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240122T190000 DTEND;TZID=America/New_York:20240122T203000 DTSTAMP:20260419T210240 CREATED:20231211T163550Z LAST-MODIFIED:20231211T163550Z UID:6715-1705950000-1705955400@insightfinancialstrategists.com SUMMARY:7 Steps to a Successful Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it.  \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care. URL:https://insightfinancialstrategists.com/event/seven-steps-to-successful-retirement/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240212T190000 DTEND;TZID=America/New_York:20240212T203000 DTSTAMP:20260419T210240 CREATED:20231211T163754Z LAST-MODIFIED:20231211T164059Z UID:6717-1707764400-1707769800@insightfinancialstrategists.com SUMMARY:New Retirement Planning Opportunities DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nThe SECURE Act has changed many aspects of retirement planning\, including the rules around Required Minimum Distributions\, the use of annuities within retirement plans\, estate planning considerations\, contribution limits\, and updated rules on catch-up contributions. \nWith this workshop you will gain a comprehensive understanding of the latest legislative changes that came with the SECURE Act. You will understand the intricacies of the Secure Act 2.0 and capitalize on its benefits. The workshop is designed to equip you with the knowledge and skills needed to make informed decisions and leverage opportunities. URL:https://insightfinancialstrategists.com/event/new-retirement-planning-opportunities/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240304T190000 DTEND;TZID=America/New_York:20240304T203000 DTSTAMP:20260419T210240 CREATED:20231211T163347Z LAST-MODIFIED:20231211T163347Z UID:6719-1709578800-1709584200@insightfinancialstrategists.com SUMMARY:4 Tax Traps in Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nChanges in the tax laws have introduced some tough challenges and some new opportunities for individuals. Retirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class include: the critical tax questions you must answer before retirement; the surprises that often make retirement more expensive; what the Social Security “tax trap” is and how you can avoid it; why tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio\, health care\, and your estate. URL:https://insightfinancialstrategists.com/event/four-tax-traps-in-retirement/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20240923T190000 DTEND;TZID=America/New_York:20240923T203000 DTSTAMP:20260419T210240 CREATED:20240903T134814Z LAST-MODIFIED:20240903T134912Z UID:7083-1727118000-1727123400@insightfinancialstrategists.com SUMMARY:7 Steps to a Successful Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nRetirement is an exciting new phase of life\, but it can be a little daunting to prepare for it.  \nThis workshop will explore what you need to know to get ready for retirement. It will cover such topics as: retirement timing\, social security\, health care costs\, transitioning your investments from accumulation to decumulation\, tax traps and opportunities in retirement\, as well as long term care. URL:https://insightfinancialstrategists.com/event/7-steps-to-a-successful-retirement-sep-2024/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT BEGIN:VEVENT DTSTART;TZID=America/New_York:20241028T190000 DTEND;TZID=America/New_York:20241028T203000 DTSTAMP:20260419T210240 CREATED:20240903T135031Z LAST-MODIFIED:20240922T144524Z UID:7087-1730142000-1730147400@insightfinancialstrategists.com SUMMARY:Tax Planning for the 4 Stages of Retirement DESCRIPTION:About Us Our Team Services Events FAQs Blog Contact Us Search \n\n \n +\n Add a Block\n or drag an element into the page\n \n Copyright- 2026 Insight Financial Strategists\, LLC.\, all rights reserved. Privacy Policy Careers Media Events Our Blog \n  \nChanges in the tax laws have introduced some tough challenges and some new opportunities for individuals. Retirement can be a huge transition and utilizing the best tax strategies can make a significant difference in your overall picture. Why not do the best you can as you plan for the four major stages of retirement? \nSome of the topics covered in the class include: the critical tax questions you must answer before retirement; the surprises that often make retirement more expensive; what the Social Security “tax trap” is and how you can avoid it; why tapping assets in the wrong order can trigger higher Medicare premiums; the four stages of retirement and important tax actions in each stage; Traditional IRA and Roth IRA challenges and important considerations for rollovers; what you need to think about when it comes to estate planning and taxes; and mistakes to avoid when it comes to your investment portfolio\, health care\, and your estate. URL:https://insightfinancialstrategists.com/event/tax-planning-for-four-stages-of-retirement/ LOCATION:Lexington High School\, 251 Waltham Street\, Lexington\, MA\, United States END:VEVENT END:VCALENDAR