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Ben Barzideh discusses how to properly gift large sums of money

Ben Barzideh discusses how to properly gift large sums of money

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Barzideh & Nadeau Wealth Management, LLC is a registered investment adviser. Advisory services are only offered to clients or prospective clients where Barzideh & Nadeau Wealth Management, LLC, and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Barzideh & Nadeau Wealth Management, LLC unless a client service agreement is in place.

© 2026 – BN Wealth, All Rights Reserved.

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Live Event

New Tax Laws. New Estate Rules. New Risks. Is Your Retirement Ready?

Thursday, January 29th at 6:00pm

Topics covered include

How the 2026 tax law changes may dramatically impact your IRA, RMDs, and retirement income plan.
How Roth conversions, QCDs, and other tax planning strategies will change under the new tax landscape.
New estate planning rules taking effect—and the key updates every retiree should review immediately.
What everyone wished they knew before receiving an inheritance.
The biggest risks facing retirees in 2026—and how to prepare your portfolio accordingly.
How our Advance & Protect investment strategy is built to manage risk in today’s shifting markets.

This event is for informational and educational purposes only and does not constitute investment, legal, or tax advice. Strategies discussed may not be suitable for all individuals. Investing involves risk, including possible loss of principal. Advisory services are offered through Barzideh & Nadeau Wealth Management, LLC, a registered investment adviser. Attendees should consult their own financial professionals before acting on any information presented.

Register

Featured Event

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Live Event

Maximizing Retirement Income: How to Keep More, Spend Smarter & Lower Taxes

Barrington Area Library, Barrington, IL

Date: Wednesday, June 24th, 6-8pm

Learn strategies for retirement income, Social Security, Roth conversions, RMDs, taxes, and market volatility.

Retirement today is about much more than simply saving money – it’s about creating reliable income that can support your lifestyle for decades to come. This educational workshop will explore practical retirement income strategies designed to help retirees and pre-retirees make informed financial decisions. Topics will include retirement withdrawals, Social Security considerations, tax-efficient income planning, Roth conversion strategies, Required Minimum Distributions (RMDs), and ways to help manage market volatility during retirement. Attendees will leave with a better understanding of how different financial decisions can impact long-term retirement income and financial confidence.

This event is for informational and educational purposes only and does not constitute investment, legal, or tax advice. Strategies discussed may not be suitable for all individuals. Investing involves risk, including possible loss of principal. Advisory services are offered through Barzideh & Nadeau Wealth Management, LLC, a registered investment adviser. Attendees should consult their own financial professionals before acting on any information presented.

The Barrington Area Library provides Meeting Room space as a community service. The Barrington Area Library neither sponsors nor endorses this event nor the presenting individuals or organizations.

Register

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Live Event

Major Tax and Estate Changes in 2026: A Retirement Planning Seminar

Join us for an educational dinner seminar designed to help retirees understand the 2026 tax, estate, and retirement planning changes ahead.

Date: Thursday, July 16th, 2026 at 6:00pm

New Tax Laws. New Estate Rules. New Risks. Is Your Retirement Ready?

Topics covered include:

How the 2026 tax law changes may dramatically impact your IRA, RMDs, and retirement income plan.
How Roth conversions, QCDs, and other tax planning strategies will change under the new tax landscape.
New estate planning rules taking effect—and the key updates every retiree should review immediately.
What everyone wished they knew before receiving an inheritance.
The biggest risks facing retirees in 2026—and how to prepare your portfolio accordingly.
How our Advance & Protect investment strategy is built to manage risk in today’s shifting markets.

This event is for informational and educational purposes only and does not constitute investment, legal, or tax advice. Strategies
discussed may not be suitable for all individuals. Investing involves risk, including possible loss of principal. Advisory services are
offered through Barzideh & Nadeau Wealth Management, LLC, a registered investment adviser. Attendees should consult their
own financial professionals before acting on any information presented.

Register

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Live Event

A Summer Celebration: BN Wealth Client Appreciation Gala

Join us for an unforgettable evening of celebration, dinner, and dancing at our Client Appreciation Gala

Friday, August 14th from 5:30pm-9pm

Enjoy live entertainment by the nationally acclaimed Bluewater Kings, known for their high-energy performances, packed dance floors, and crowd-favorite hits. We can’t wait to celebrate with you!

Register