Workshops
Free educational & informational workshops
that focus on important retirement topics
Upcoming Events
Thinking about retirement? Attend one of our free events to get the information you need to thrive today, and tomorrow.
Powerful strategies to defuse your IRA’s ticking tax time bomb and significantly reduce taxes on your retirement accounts.
How to protect your IRA from becoming a tax target for future tax rate hikes and strategies to disinherit Uncle Sam.
How to reduce your tax bill and eliminate unnecessary taxes on your IRA and other retirement accounts.
Strategies to help minimize the amount of taxes you owe on your Social Security benefits.
Potential tax-savings strategies to use when changing residency.
How to get more income from your IRA with the right tax planning strategies.
How to use exemptions, exclusions, deductions, and credits to help reduce your tax bill.
A basic overview of the tax rules as they apply today.
*Receive a FREE copy of the book “Roadmap to Retirement – Navigating Your Way to Peace of Mind” written by Bret Elam and David Bezar for attending!
Why You Should Attend
In retirement, it’s important to utilize tax strategies that can help you minimize taxes and maximize your retirement income.
With proper planning and education, you can potentially hold onto more of your hard-earned assets and enjoy a more comfortable retirement. Taxes are an inevitable part of life, but they don’t have to be a major drain on your retirement savings.
By staying informed about the latest tax law changes and planning strategies you can make strategic decisions about your retirement income and investments that can potentially reduce your tax liability – significantly. This educational event is designed to provide you with valuable information and resources to help you make informed decisions about your tax and income planning in retirement.
This reservation-required, limited-seating event is absolutely free. Reserve your spot now!
*This event is for first-time attendees only
Join Us for a Live Retirement Workshop
Past Events
Have you attended one of our events? Check out the photos below to preview some of our previous events!
