About this Event

Retirement Planning
Educational Session

DATE & TIME: SATURDAY, AUGUST 15TH, 2026 – 10:30AM
WHERE: ST. JOSEPH’S CHURCH FAMILY ROOM
28-47 43rd Street, Astoria
RSVP: Rectory – 718-278-1611

COST: FREE. DONUTS AND COFFEE PROVIDED AT 10:00AM

SPEAKERS: Carlos Eduardo Calado de Oliveira, CRPC®, AWMA®, financial
advisor
Noah Baum, CFP®, CDFA®, financial advisor
Tanvi Singla, financial advisor
Audience: Pre-retirees, retirees, young professionals, and investors planning long-term
financial security

Topics covered during the talk:
 Purpose of retirement planning: Retirement goals, retirement timeline,
estimating retirement expenses (healthcare, housing, lifestyle)
 Common retirement concerns: How long will my retirement savings last? How
much should I withdraw? RMDs, penalties, tax implications
 Types of retirement accounts: Traditional IRA, Roth IRA, 401(k)s, 403(b),
457(b), Pensions (defined benefit plan), each with distinct tax treatment and
benefits
 Working with a financial planner: expert guidance to make sure clients are on
track for retirement

Please RSVP to the Rectory 718-278-1611 to register for this important
and informative presentation.