Bala Cynwy, PA | TAX Seminar | April 2026 | ARE-20072

Timely Event at One Bala Plaza in Bala Cynwyd, PA

Controlling Taxes in Retirement

Strategies to Help Protect and Grow Your Wealth

*This event is not sponsored by or affiliated with One Bala Plaza.

Event Details

One Bala Plaza
1 Bala Plaza,
Bala Cynwyd, PA 19004

Event Options:

– Tuesday, April 7 at 6:30 p.m.
– Thursday, April 9 at 6:30 p.m.

Seating is limited and there is no charge to attend.

Preparing for retirement has never been so challenging. Join us for an enlightening presentation at One Bala Plaza. We will discuss the latest strategies to help preserve your assets, maximize your retirement income, reduce market risk and potentially lower your taxes.

Here’s what we’ll cover:

What’s new and changing for taxes and Social Security in 2026.
Why today’s current economic environment may be one of the most challenging to retire and what to do about it.
Strategies to help protect your assets from rising taxes and inflation now regardless of the next tax policy.
Planning for longevity, inflation and future tax increases to help ensure you won’t OUTLIVE your money in retirement.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
Powerful tax strategies that can potentially generate tax-free retirement income.
When to claim Social Security in order to minimize tax consequences and maximize your benefits
How to plan for RMDs and strategically time your withdrawals so you don’t get hit with a big tax burden. Hint: The recent SECURE Act has made significant changes that impact RMDs.
How you may be able to create a customized retirement income & tax minimization strategy tailored to your unique needs & situation.
Understanding other common risks and mistakes that may disrupt your retirement plans and how you may be able to avoid them.
And much more!

Privacy Policy: By providing your email, phone number, and selecting "Yes" for text message reminders, you are consenting to receive communication from Taxes Declassified. All information provided is secure and confidential. Please provide valid email and phone number for seminar confirmation purposes. Seating is limited. There is no charge to attend!

Do you have a retirement tax strategy in place?
Don’t miss this information-packed event!

Days

Hours

Minutes

Seconds

If you have an IRA, Roth, 401(k), 403(b) or any other retirement accounts, you don’t want to miss the opportunity to learn about:

The changing financial landscape for those approaching retirement.
Tips and strategies to help manage your tax exposure and help increase your retirement income.
Understanding tax laws³ and how they may impact your retirement income.
How you may be able to avoid unnecessary taxation on Social Security income & maximize your benefits.
Planning for longevity, inflation and future tax increases.
How to navigate RMDs and ensure you are harvesting your assets efficiently without paying more taxes than necessary.
Strategies to help plan for the next market downturn and protect your assets from market volatility.
How you may be able to create a customized retirement income & tax strategy.

These events are extremely popular and seating is limited. Reserve your seat today to guarantee attendance!

Meet Your Host

Larry W. Farmbry, CFP® ChFC®, Farmbry & Associates

Larry W. Farmbry is a Certified Financial Planner (CFP®), as well as a Chartered Financial Consultant (ChFC®) based in Philadelphia, Pa. His mission for the last forty-four years was simple: To sow the seeds for his client’s success. Larry’s mission has evolved to focus on guiding clients in building reliable retirement income and effective strategies for transferring wealth to their loved ones.

Larry earned an associate’s degree from Philadelphia Community College, and a bachelor’s in business from Temple University. Larry has a Certified Financial Planner designation from the College for Financial Planning, a Charter Financial Planning Designation from the American College, and a Master of Taxation from the Washington School of Law. Larry has been a financial planner working with individuals and businesses for more than forty-four years.

In addition to serving as a financial planner, Larry has owned and operated twenty Jackson Hewitt Tax offices employing over fifty people annually. Larry was also the owner of the One Room School House. The One Room School House was tutorial centers that provide educational service to students in North, South, and West Philadelphia during the president George Bush “No Child Left Behind” era.

Larry also served in the United States Marine Corps for more than six years. Larry freely and graciously gives off his time to community for causes in which he believes. He has served on several boards and participates in numerous community service events.

Larry has been married to Doctor Deidre R. Farmbry for more than fifty-five years and they have one son, Doctor Kyle W. Farmbry.

Farmbry & Associates offers insurance products and services. Farmbry & Associates and Taxes Declassified are unaffiliated companies. Licensed Insurance Professional.

*Information is applicable to all events conducted by its collective members through Taxes Declassified from 2016-2025.

Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.

The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.

By providing your information and/or attending this event, you give consent to be contacted about a discussion of life insurance and annuities or a possible advisory relationship. Attend and learn how insurance or investment products can be used in various stages of retirement planning.

The presenter can provide information, but not specific advice related to social security benefits. Clients should seek guidance from the Social Security Administration regarding their particular situation. The presenter may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. Social Security benefit payout rates can and will change at the sole discretion of the Social Security Administration. For more information, please consult a local Social Security Administration office, or visit www.ssa.gov.