Tax, Retirement & Estate Planning: What to Get Right Before Year-End

A complimentary workshop covering the three questions we hear most as the year closes — tax strategy, retirement income, and estate planning. Educational by design: no products, no pressure.

What We'll Cover

Three topics, worked all the way through with real numbers.

Tax Strategy

Roth conversion windows, capital gains harvesting, and the moves that need to happen before December 31 — not after.

Retirement Income

Turning savings into a paycheck: withdrawal order, sequence-of-returns risk, and how much can reasonably come off the table each year.

Estate & Legacy

Wills, revocable trusts, and the beneficiary-designation mismatches that quietly override an otherwise good estate plan.

Reserve Your Seat

Request an invitation to the November 2026 workshop.

Fill out the form and we'll email the exact date, time, and location as soon as it's confirmed. Seats are limited and reserved in pairs for couples.

2625 Keystone Road, Suite A4
Tarpon Springs, FL 34688
(727) 754-8418

Questions

Common questions about this workshop.

When and where is the workshop?: This session is scheduled for November 2026 in Tarpon Springs, Florida, near our office at 2625 Keystone Road. Reserve a seat below and we'll send the exact date, time, and venue by email.
Is there a cost to attend?: No. This workshop is complimentary and educational. There is no product pitch and no obligation to become a client.
Can I bring my spouse or a family member?: Yes, and we encourage it. Tax, retirement, and estate decisions are usually household decisions, so seats are reserved in pairs by default.
Who leads the workshop?: Spiros Vassilakos, CEO and Private Wealth Advisor at Athenian Private Client Group, has led workshops for Tarpon Springs area families and business owners since 2007.

Next Step

Want to be told the moment the date is confirmed?

A short, no-obligation call to see whether a written plan makes sense for your situation.

Schedule a call

See what our fee structure could mean for you