Taxes in Retirement
Join us for an educational workshop to learn potential ways to reduce taxes in retirement and take advantage of the current market environment.
Upcoming Session
January 28th, 2026 at 11:00a.m. & January 29th 2026 at 6:00p.m.
Monroeville Public Library | Johnna's Room | 4000 Gateway Campus Blvd, Monroeville, PA 15146
Common misconceptions about retirement planning
Financial strategies that could increase your retirement income and last a lifetime
Ways to deal with the current market volatility and inflation
Ways to optimize your social security to reduce taxes and hedge for inflation
Ways to structure your retirement savings so you won't have to worry about running out of money
About your instructors
Daniel Asti
Daniel has 35 years of experience in commercial advertising and in 2019, he transitioned to insurance and financial services. Dan is dedicated to giving families financial clarity and confidence in their retirement years. He also prides himself on helping his colleagues professionally serve their clients. Dan has passed the Series 65 securities exam and maintains life insurance and fixed annuity licenses in 17 states.
Cameron Clay
Cameron Clay is a Pittsburgh, PA. native and Penn State University alum. His financial services career started in 2011, servicing union workers with supplemental life insurance.
Frustrated with limited options for his clients, he joined Dan Asti in 2013, and began working in southwestern Pennsylvania offering life and retirement solutions on a much broader scale. He loves working directly with clients, helping to create customized strategies that meet their specific needs.
When he’s not helping his clients make and save money, he’s serving as an Associate Pastor at Petra International Ministries and spending as much time as possible with his wife and children. He believes that we get the best out of life when we remain committed to help others along the way.
Mr. Clay received his Bachelor of Arts degree in Journalism from the Pennsylvania State University.
This workshop is most appropriate for individuals who have at least $250,000 in investable assets and are either within 5 years of retirement or already retired.
Please note that contact information provided when registering for this event may be used to contact you
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a registered investment adviser. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Alto Financial Group is not affiliated with the U.S. government or any governmental agency. Investing involves risk, including the potential loss of principal. 03090735-06/25