Smart Tax Strategies for Keeping More of What You’ve Earned
Discover the latest tools and strategies for Delaware and Sussex County seniors to keep more of your money under the One Big Beautiful Bill (O3B).
Our three-part workshop covers everything from new Federal and state provisions, expanded deductions and credits, and local tax relief to hands-on tips for estate planning.
Whether you’re retired or preparing to retire, each session offers practical examples and action steps to help you save, protect, and plan with confidence.
Join Us For 1 or All 3 Sessions!
- Delaware and Federal Tax Basics
- Deductions & Tax Savings
- Estate Taxes and Preparedness
Seating is Limited, Register Today!
Attend this Complimentary Lunch & Learn Series!
Attend One or More of These Topics
Delaware and Federal Tax Basics
September 9th, 2026 – 11:30am-1:30pm
- How to interpret your tax return and improve your tax situation
- New tax law changes for retirees and pre-retirees, including provisions from “One Big Beautiful Bill”
- Unique features of the Delaware state taxes
Deductions & Tax Savings
October 7th, 2026 – 11:30am-1:30pm
- Expanded deduction opportunities and credits for retirees and pre-retirees
- Simple tax-saving moves, including Roth conversions
- Tax planning strategies for single and married filers, including RMDs (Required Minimum Distributions)
Estate Taxes and Preparedness
November 4th, 2026 – 11:30am-1:30pm
- Instructions and legal documents
- Preparing spouses to manage finances and leaving assets to heirs efficiently
- Tax planning (regardless of your wealth)
Meet Amazon-Best-Selling author Len Hayduchok!
The Delaware Retiree Advisor
- Fiduciary and Certified Financial Planner™ with over 30 years of experience
- Graduate of the Wharton School of Business
- Life Coach with Master of Divinity Degree
- Author of MaxAMAZING™ Your Retirement and creator of the Life/Money System™
- Instructor, University of Delaware Osher Lifelong Learning Institute (OLLI)
- Radio Host of The Delaware Retiree Connection™ WXDE-FM, 105.9
- Creator and Featured Speaker of MaxAMAZING™ Your Retirement local television program on WMDT Channel 47 News (Airs Sundays at 12 Noon)
Contributor to the Financial News Media
Act Now! Reserve Your Seats!
Please RSVP now to reserve your seat for one or more of these events!
There is absolutely no cost or obligation and no financial products will be offered.
