Date: Thursday, March 19, 2026
Time: 5:30 p.m.
Location:
RhineCellar
47 E. Market St., Suite #2
Rhinebeck, NY 12572
Format: Live, In-Person Seminar
Hosted by: John G. Ullman & Associates
About the Event
Retirement doesn’t always arrive on a neat, predictable timeline.
Whether you’re considering an early retirement, facing an unexpected career change, or navigating a layoff and wondering what comes next, having a clear plan can make all the difference.
Join John G. Ullman & Associates for an in-person seminar designed to help you understand your options, organize your next steps, and feel better prepared for the road ahead.
This session will be led by Andrew Baron, CFP®, EA, Rhinebeck Branch Manager & Advisor, alongside Associate Advisor Derek Doyle, who will guide the conversation and share practical planning considerations for this important transition.
What We’ll Cover
During this presentation, we’ll discuss key financial and planning topics, including:
- Healthcare considerations before and during retirement
- Retirement savings and investment strategies
- Income planning and cash flow considerations
- Social Security timing and decisions
- Tax planning opportunities and pitfalls
- Estate planning considerations
- And other important factors to consider when retirement arrives earlier than expected
What to Expect
- A live, educational presentation with time for questions
- A retirement resource packet for each attendee
- Complimentary food and drinks during the session
- A comfortable, small-group setting designed for conversation and learning
Early registration is encouraged!
Who Should Attend?
This event is ideal for individuals and couples who are:
- Considering early retirement
- Facing an unexpected retirement or job transition
- Navigating a layoff or career change later in life
- Looking to better understand their retirement planning options
Register Today
Secure your spot for this in-person seminar by completing the registration form below. We look forward to welcoming you to RhineCellar for an informative and engaging evening.
*By completing this registration form, you agree to receive future emails from John G. Ullman & Associates, Inc. and its employees.
*We are not practicing attorneys or licensed insurance sales professionals. We review these areas as an objective third party with our clients’ interests at the forefront. We are in a good position to help identify any issues that need to be addressed due to our in-depth knowledge of our clients current situation, goals and feelings.