Timely Event at Warner Library in Tarrytown, NY

Preserving Your Estate

Wills, Trusts & Time-Tested Strategies to Help You Leave a Lasting Legacy

Event Details

Warner Library
121 N Broadway, Tarrytown, NY 10591

Event Options:

– Thursday, November 13 at 6:00 p.m.

RSVP NOW!

Seating is limited. There is no charge to attend!

Do you know how to keep your assets out of probate, reduce tax-exposure and create a plan to ensure your heirs retain your assets?

 

Join us at Warner Library for an enlightening presentation that may help you better understand estate planning strategies to help you preserve assets and understand how assets are transferred to heirs. We’ll discuss:

  • Advantages and disadvantages of wills and trusts.
  • Strategies designed to reduce tax exposure when transferring assets to heirs.
  • How to plan your estate to make sure it passes on to your loved ones most efficiently.
  • How probate works and, more importantly, strategies to help you avoid probate altogether.
  • Preserving your assets against potential risks such as children’s debt, changing tax laws, divorce and disability.
  • Identifying the documents needed to preserve your estate.
  • Establishing a power of attorney and why it could be important.
  • Strategies to help preserve heirs from blowing their inheritance. 
  • Leveraging dollars for planned charitable giving.
  • Why putting property in your children’s names may be a mistake. 
  • Developing a plan to pay for nursing home expenses if needed while in retirement.
  • And much more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Your Retirement Reality. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have an estate plan in place?
Don’t miss this information-packed event!

Days
Hours
Minutes
Seconds
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.

67% 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, only 33% have a will or living trust.¹ When asked why they don’t have a will, 1 out of 3 respondents believe they don’t have enough assets to leave behind.

Will

Meet Your Host

Jeffrey Polanco | PFS Advisors
Jeff started his career in the financial services industry in 1999. He began as an insurance agent then obtained his series 6, 7, 63 and 65 afterwards. After a successful path as a career agent, he knew it was time for a change into the independent wealth management space. Jeff was eager to improve his ability to give totally unbiased advice and act in the best interest of his clients. His mission has always been to truly make a difference in individual people’s lives. The key was to combine his strategic mindset, vast financial experience, and guiding personality with his passion for people and desire to make an impact on their financial well-being.

As a licensed Investment Advisory Representative and Insurance Agent, Jeff helps guide his clients with a holistic view of financial well-being. His passion, dedication, and informational approach to personal finances build long-term relationships with his clients. The customized approach is strategy-focused, delivering customized options to meet the unique goals & objectives of each client.

Jeff is a lifelong New Yorker and resides in Poughkeepsie NY with his life partner Sandra and their 2 boys, Jaden and Jake. His hobbies are exercising, cooking, enjoying music and being an everlasting learner about personal finance and business.

Meet Your Host

John Ventosa

John J. Ventosa is a founding partner at McCabe Coleman Ventosa & Patterson PLLC where he practices primarily in the areas of criminal defense, personal injury, and business and personal transactions.

 

Prior to joining the firm as a partner, John served his community as a Senior Assistant Public Defender in the Dutchess County Public Defender’s office, where he represented individuals charged with everything from simple violations to violent felonies and developed a reputation for aggressive, unrelenting representation of his clients’ interests and a keen knowledge of the law.

 

John partnered with some of the most well-respected and experienced attorneys in the Hudson Valley and continues to serve his community by bringing that same aggressive and skilled representation to the private sector.

 

Prior to joining the Public Defender’s office, John worked at various law firms handling plaintiff’s personal injury and medical malpractice cases. As an avid martial arts fan and practitioner, John also represents Mixed Martial Arts and Brazilian Jiu-Jitsu athletes and has helped them negotiate deals with various sponsors and promotions, including ONE Championship. John is also a partial owner of Hudson Valley Grappling, a local professional submission grappling promotion.

 

John earned his BA from New York University and his J.D. from St. John’s University School of Law. He is a member of the Dutchess County Bar Association, New York State Bar Association, National Association of Criminal Defense Lawyers, New York State Defenders Association, and the New York State Association of Criminal Defense Lawyers. He is admitted to practice in New York State and in the United States Federal District Court for the Southern District of New York.

 

John is bilingual, speaking both English and Spanish.

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© 2025 Your Retirement Reality | Privacy Policy

 

¹ https://www.cnbc.com/2022/04/11/67percent-of-americans-have-no-estate-plan-heres-how-to-get-started-on-one.html

PFS Advisors does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.

 

Investment advice is offered through Fortis Capital Advisors, LLC, 7301 Mission Road, Suite 326, Prairie Village, KS 66208. Insurance products are offered through Fortis Brokerage Services, Inc. Additional information about Fortis Capital Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov.

 

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, you give consent to be contacted about the possible sale of an insurance or annuity product. Licensed Insurance Professional. Attend and learn how annuities and life insurance can be used in various stages of planning for retirement income. Investing involves risk, including possible loss of principal. We are not affiliated with any government agency. This presentation is not intended to be legal or tax advice. The presenter can provide information, but not advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.