An Exclusive In-Person Event: The Four Stages of Retirement and Taxes
Join us for a delicious dinner and an insightful conversation on one of the most overlooked aspects of retirement planning—taxes.
Event Details
- Dates: Tuesday, May 20, 2025, OR Thursday, May 22, 2025
- Time: 6:30 PM (arrive by 6:00 PM for check-in and to place your dinner order)
- Location: Ruth’s Chris Steak House, Six PPG Place, Downtown Pittsburgh
- Duration: 60 minutes
- What to Bring: All materials will be provided at time of event
- RSVP: Registration is necessary
Dinner and drinks are on us. Choose from juicy steak, tender chicken, or fresh fish, paired with appetizers and dessert. Plus, stay for a chance to win our exclusive prize raffle each evening!
What You’ll Learn
Retirement is a journey with four distinct stages, each presenting unique tax challenges that can dramatically impact your financial security. Unfortunately, most affluent individuals fail to fully prepare for these complexities, leaving themselves exposed to costly mistakes. Without a clear understanding of retirement tax planning, unexpected expenses like higher-than-anticipated tax bills, rising health care costs, and poorly timed investment withdrawals can derail even the most carefully constructed financial plans.
The truth is, navigating retirement without a robust tax strategy can lead to running out of money sooner than anticipated, limiting your financial freedom and jeopardizing your ability to leave a legacy for your loved ones. These challenges can turn what should be your most rewarding years into a source of anxiety and financial stress.
That’s why we’re hosting this exclusive Tax Planning Dinner Seminar—to help you gain the knowledge and tools you need to avoid these common pitfalls. During this engaging and informative session, you’ll learn:
- The critical tax questions you need to answer before retirement.
- The surprising expenses and tax surprises that often make retirement more costly than expected.
- Proven strategies to manage and minimize taxes during each of the four stages of retirement.
- How to avoid the most common mistakes in investments, health care, and estate planning.
This Tax Planning Dinner Seminar is an educational event designed to provide actionable insights to help you protect your wealth, preserve your peace of mind, and fully enjoy your retirement years. Join us for an evening of valuable learning, great food, and the opportunity to take control of your financial future.
Meet Your Presenter
Peter Donisanu, AIF©
Chief Investment Officer
Private Wealth Manager
Franklin Madison Private Wealth
Quick Facts
- Current Role: Principal at Franklin Madison Private Wealth (2019 – Present).
- Previous Experience: Senior Investment Strategy Analyst at Wells Fargo Investment Institute (2001 – 2019).
- Public Service: Economic Development Commissioner, Antioch, CA (2015).
- Education: MBA in Finance, City University of Seattle; BA in Business, Western Governors University; American College, Certified Financial Planner Education
- Credentials: Accredited Investment Fiduciary, Series 7 License, Series 65 License
- Public Speaking & Media: Bloomberg, Yahoo Finance, PBS Newshour, Nikkei, WSJ, Financial Times
- Personal Interests: Marathon, Ultramarathons and Triathlons.
As Chief Investment Officer & Private Wealth Manager of Franklin Madison Private Wealth, Peter leads the firm’s efforts to deliver innovative, tailored solutions that empower clients to achieve their financial goals. His financial strategies are rooted in rigorous education and two decades of industry expertise, including advanced training in wealth management and financial planning. Prior to founding Franklin Madison Private Wealth, Peter served as a senior investment strategy analyst at Wells Fargo Investment Institute, where his insights contributed to managing nearly $2 trillion in client assets. Over the years, his perspectives have been featured in leading publications like The Wall Street Journal and Bloomberg and on networks including CNBC and Yahoo Finance.
When he’s not helping clients map out their financial futures, Peter is devoted to his family. He lives in Pittsburgh, Pennsylvania, with his wife and three children. Outside of family time, you’ll find him training for endurance races, with marathons and ultra-marathons on his horizon—a reflection of his disciplined, goal-oriented approach to both life and work.
Peter’s mission is simple: to help his clients master the journey to financial independence so they can focus on what matters most.
Why Attend?
We’ve worked with many affluent individuals who overlook the importance of tax planning in retirement. This mistake often catches up with them, jeopardizing their financial security. At this event, you’ll learn the strategies we use to help clients minimize tax liabilities and secure their future.
Limited Seating Available
Space is limited to 30 guests per evening to ensure an intimate and engaging experience. Don’t miss this opportunity to take control of your financial future while enjoying an exceptional dining experience.
Reserve Your Spot
Click below to secure your seat for either Tuesday or Thursday. Once registered, you’ll receive a confirmation email with all the details.
Please arrive by 6:00 PM to check in, get situated, and place your dinner order.
Your choice of steak, chicken, or fish, plus salad, sides appetizers, drinks, and dessert.
Absolutely! Be sure to reserve an extra spot for your guest when you register.
You’ll have the opportunity to schedule a complimentary tax consultation to review your current financial plan and identify opportunities for future savings.