Taxes and

Retirement Class

Learn how to keep more of your hard-earned money in retirement. Join us for an educational seminar designed to help navigate the complexities of retirement planning, tax strategies, and social security optimization.

Location Address

Date

Tuesday, December 1st OR Thursday, December 3rd

Time

6:00 PM

Cost

There is no cost to attend this class.

What The Class Covers

A comprehensive curriculum covering the essential aspects of successful retirement planning

Tax Planning Strategies

Understanding how taxes impact retirement and strategies to minimize tax burden

Social Security Optimization

Learn when and how to claim benefits to maximize your lifetime income

Withdrawal Strategies

Creating a sustainable withdrawal plan that preserves your assets

Investment Planning

Develop a diversified portfolio aligned with your retirement goals

Bucket Strategy

Learn how to structure investments using the proven bucket approach

Fiduciary vs. Non-Fiduciary

Understand the differences and how they affect your financial decisions

Who Should Attend?

These classes are designed for individuals seeking retirement education.

  • Individuals who are recently retired or retiring in the next 15 years

  • Those with Majority of retirement savings are in tax deferred accounts, and are worried about future taxes in retirement

  • ​Those with a Retirement plan that consists of a diversified portfolio, a social security statement, and a “Naked Investment Plan”

  • ​Individuals wanting to increase their financial literacy and create their own comprehensive retirement plan… (Withdrawal Plan, Investment Plan, and Tax Plan)

  • ​Investors seeking guidance on investment strategies

  • ​Understanding the difference between fiduciary and non-fiduciary advice

  • ​Learning how to Optimize Social Security around assets and pension

  • ​How to create a bucket plan strategy with investments

  • ​Why ROTH conversions and TCJA could impact retirement

Frequently Asked Questions

Q: How long is the class?

A: Most classes last about 60 minutes, including time for questions. They are packed with essential strategies to help plan for a tax-efficient retirement, while keeping it concise and valuable.

Q: Is there a cost to attend?

A: No, this class is completely free! There’s no cost or obligation to attend – just a unique opportunity to learn more about managing taxes in retirement.

Q: Will I be sold anything?

A: No, this class is purely educational. There will be no sales pitch or obligation to purchase anything.

Q: Who should attend?

A: Those who are retired or planning to retire within 15 years and have saved most of their assets in tax-deferred accounts such as IRAs or 401(k)s.

Q: Can I bring a guest?

A: Yes! Spouses or guests are encouraged and welcome to attend.

Q: Is it a big class?

A: No, our classes are kept to a smaller format. This allows for a more personal experience and plenty of time for questions.

Q: What happens after I register?

A: After you register, you’ll receive a confirmation email with all the details of the class. We’ll also send reminders closer to the class date, as well as have someone from the team call to answer any additional questions so you don’t miss out!

 "The best investment you can make, is an investment in yourself... The more you learn, the more you'll earn"


- Warren Buffett

Providing educational resources and seminars to help individuals make informed retirement planning decisions across the United States.

This presentation is strictly educational. It is not intended to provide specific tax, legal, or investment advice. Individuals should consult a qualified professional before making financial decisions.

©2026. All rights reserved.