Events September 24, 2026 2:00 pm EDT

Dine & Discover: Tax Planning for Retirement

Join Julina Ogilvie, Partner at Principle Wealth Partners in Westport, for an educational presentation exploring today’s market and economic landscape, along with practical tax planning strategies for retirement.

You’ll have the opportunity to experience Meadow Ridge, Connecticut’s premier continuing care retirement community, and learn how planning ahead can support both your financial future and your lifestyle.

Light refreshments will be served.

Register to Join Us

September 24, 2026 2:00 pm EDT

Event Details

The presentation will consist of three parts:

Building Tax Flexibility: Learn more about tax diversification, asset location strategies and tax-efficient investing.
Creating Tax-Efficient Retirement Income: Discuss withdrawal sequencing, Required Minimum Distributions (RMDs) and strategies for maximizing retirement income.
Leaving More to Family and Charity: Discover more about Qualified Charitable Distributions (QCDs), Donor-Advised Funds, appreciated securities, step-up in basis and beneficiary planning.

If you are unable to attend, we would be delighted to arrange a personalized tour of Meadow Ridge. Discover our vibrant lifestyle, exceptional amenities and the benefits of Lifecare, including how it may complement your long-term financial planning.

Schedule a Tour

Register to Join Us

September 24, 2026 2:00 pm EDT