Special Invitation

You are cordially invited to attend one of Gilman Ciocia's
Free Lunch and Dinner Workshops:

The Power of a Personal Tax Team

If you have CDs, IRAs, Mutual Funds, Real Estate, or other retirement investments, you WON’T want to miss this workshop!

We live in a highly volatile and rapidly changing world that leaves most people with lots of questions about how to survive in today’s economy. Keeping a proper perspective regarding the financial markets and your money requires added attention now more than ever. Gilman Ciocia can help and we’ve designed our workshops to help you take control of your money today!  You’ll learn how to pay less taxes by avoiding probate and estate taxes, pass your IRA on to future generations and eliminate taxes on your social security income. We’ll even give you a free dinner at an outstanding restaurant in your local area just for attending!   

Please be our guest, and join the thousands of people who have found our free educational workshops extremely helpful. There is no obligation and no purchase is necessary. Seating is extremely limited; therefore, this presentation is for first-time adult attendees only. Guarantee your reservation today by selecting the workshop nearest you and submitting your request.

There hasn't been a better time to learn more about proper tax planning. The tax team at Gilman Ciocia is ready to show you how to help accumulate, preserve and transfer your wealth to your future generations.  And as an added bonus, we will provide you with a free review of your last three years’ tax returns simply for attending! If you’ve overpaid your taxes in the past, you may be entitled to get that money back.

We look forward to a fun-filled, fact-filled, festive evening with good food and good company!

Sign up early—limited space available.

Select a state to find a seminar     




Certain tax and or estate planning strategies may be used in an effort to reduce the overall risk to one's portfolio, however, risk related to securities and investment products can never be completely eliminated. Actual discussion topics may vary.

Securities offered thru National Securities Corp (NSC). Member Finra/SIPC, Investment Advisory services offered thru National Asset Management (NAM), Insurance Products offered thru National Insurance Corp (NIC). Gilman Ciocia, NSC, NAM, and NIC are affiliated entities. Neither Gilman Ciocia or any of its affiliates offer legal services. Legal advice is available thru attorneys in private practice.