A No-Cost Event in Cheshire
Retirement & Estate Planning
Wills, Trusts & Time-Tested Retirement Strategies to Help You Leave a Lasting Legacy
Event Details
Cheshire Public Library
104 Main St
Cheshire, CT 06410
Event Options:
– Tuesday, April 7 at 6:00 p.m.
– Thursday, April 9 at 6:15 p.m.
Seating is limited. There is no charge to attend!
Are you confident your retirement savings, estate, and tax strategy are all working together so more of what you’ve built stays with the people you love?
Join us at Cheshire Public Library for an enlightening presentation that may help you better understand retirement income planning, tax-aware strategies, and estate planning, giving you a clearer picture of where you stand today and what you can do to help protect what you’ve built. We’ll discuss:
- How to build a coordinated retirement income plan designed around after-tax outcomes, not just account balances.
- Tax-aware withdrawal strategies and how timing decisions across account types can help reduce your overall tax burden.
- Understanding RMDs (Required Minimum Distributions) and planning ahead to help minimize their impact before they’re required.
- How Social Security, RMDs, and portfolio withdrawals interact, and how to sequence them to help preserve more of what you’ve built.
- Sequence of returns risk, why a market downturn early in retirement can have a lasting impact on your income plan, and what you can do about it.
- What’s changing in estate and legacy planning in 2026 and how it may affect your overall retirement strategy.
- Advantages and disadvantages of wills and trusts – and which approach may fit your situation.
- How probate works and strategies designed to help you avoid it altogether.
- Identifying the key legal documents needed to protect yourself and preserve your estate.
- Establishing a power of attorney and why it may be one of the most important steps you take.
- Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce, and disability.
- Why putting property in your children’s names may be a costly mistake.
- Developing a plan to help cover long-term care or nursing home expenses without derailing your retirement income.
- Strategies to help ensure your assets pass to your loved ones efficiently – and with fewer surprises for your heirs.
- Aligning your beneficiary designations and account strategy with your broader legacy intentions.
- Leveraging dollars for planned charitable giving as part of a tax-aware estate strategy.
- And much more!
By submitting this form, you consent to receive communications from Financial & Estate Planning 101. Your information is secure and confidential. Standard messaging rates may apply.
Why attend?
This presentation combines two empowering elements:
Professional Insight
Live instruction from knowledgeable financial professionals in an engaging, easy-to-understand format.
Actionable Next Steps
An opportunity to receive a complimentary retirement snapshot analysis for your current strategy.
The Majority of Americans
have no estate plan.¹
Sounds crazy, but it’s true. Despite more than 50% of Americans thinking that estate planning is at least somewhat important, the majority have no will at all.¹ When asked why they don’t have a will, 43% of respondents “just haven’t gotten around to it.”
Meet Your Hosts
Ethan Medling | Partner and Chief Wealth Advisor | Confident Financial Solutions, LLC
Ethan Medling, Partner and Chief Wealth Advisor at Confident Financial Solutions, LLC, brings a unique blend of market insight and personal warmth to every client relationship. After years as a day trader, Ethan realized the markets alone couldn’t fulfill his desire to make a lasting difference. That led him to transition into wealth advisory where, as a retirement income professional and wealth advisor, he offers personalized, transparent guidance that combines tailored retirement planning, investment management, and sophisticated tax strategies for high-net-worth clients. Ethan’s approach is rooted in honesty and clarity, steering clear of hidden agendas or cookie-cutter templates. Clients appreciate his talent for demystifying complex financial landscapes and his genuine investment in their long-term well-being. As a new father and devoted family man, Ethan understands the importance of aligning financial goals with life’s most meaningful priorities by helping others protect what they’ve built and live with confidence.
Nicole Lee | Owner & Licensed Insurance Professional | Confident Financial Solutions, LLC
Christina Nguyen (Tina) | Estate Planning Attorney | Restoration Law PLLC
Christina Nguyen (Tina) is an estate planning attorney at Restoration Law PLLC, where she specializes in designing customized and comprehensive estate plans for individuals and families, including wills and revocable living trusts. Prior to focusing on estate planning, she represented corporations, insurance companies, law firms, and individuals through all phases of complex, high-stakes litigation. She began her legal career in mergers and acquisitions, and she brings her corporate law foundation into her estate planning practice to structure plans with a sophisticated understanding of assets, ownership, and long-term risk.
© 2026 Financial & Estate Planning 101 | Privacy Policy
Investment advisory services offered through CreativeOne Wealth, LLC, a registered investment adviser. Confident Financial Solutions and CreativeOne Wealth are unaffiliated companies. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice. Licensed Insurance Professionals.
Attorney advertising. This seminar is designed for general information only. The information presented at this seminar should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning. This presentation is for informational purposes only and is not intended to be financial, legal or tax advice.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm’s ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).