Enrichment courses offered for Farmington Public School employees ONLY!
The implications of taxes on the American population are a widely discussed and debated topic. Rising deficits at both the state and federal level are cause for concern for every taxpayer, especially those near retirement. At this educational workshop, you will learn how effective planning and timing can alter the outcome of your retirement. We will discuss current tax law, potential changes to tax law, effects of inflation and strategies to help you minimize your tax liability. We will also share case studies that will illustrate how to successfully navigate this complex topic and get you as close to “tax-free in retirement” as is possible.
Mike served his country as a member of the United States Marine Corps for five years immediately after
graduating high school. His time in the Marines instilled in him a strong work ethic and sense of discipline that has carried over into his civilian life. After completing his service, Mike founded Elevate Financial Group, a successful finance marketing company, which he owned and operated for five years. During this time, he assisted other financial advisors with advertising their businesses. This then motivated him to enter the advising space himself. Currently, Mike works alongside his father, who is the president of the company. Mike is highly regarded by his clients and colleagues alike for his integrity, attention to detail, and commitment to helping his clients achieve their financial goals. He is constantly seeking new ways to improve his skills and expand his knowledge and is dedicated to providing the highest level of service to his clients.
Following 20 years as a senior corporate executive, since 2012, David has worked with the Connecticut community with various financial and insurance planning needs. As Senior Associate, USA Financial and Tax Services, he has also spoken at many seminars and workshops to help community members better understand their planning options and strategies to enhance their retirement planning.
Originally from New York, David attended Stonybrook University and has two grown children living in Philadelphia and New Orleans.
USA Financial and Tax Services - David Weyner , USA Financial and Tax Services - michelle Marinacci , Michael Alimo
