Complimentary Online Workshop
Due to the Covid-19 pandemic, our popular live workshops are now available online. You can view our workshops on any internet connected computer or tablet. You’ll even be able to interact and ask questions, just as if you were there in person. As always, our workshops are purely educational. No products are discussed and there’s nothing to buy.
Tuesday
April 14, 2020
1:00pm - 1:45pm
Wednesday
April 15, 2020
6:00pm - 6:45pm
THE NEW TAX AND FINANCIAL RULES HAVE CHANGED.
Understand the potential impact taxes have on your retirement income.
If you’re nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars.
Since each person’s tax situation is unique, and the tax rules can change year to year, it can be challenging to get accurate and timely information.
That is why we’ve developed a special seminar that has already helped nearly 70,000 people nationwide navigate the retirement tax maze.
Join us online for an informational seminar covering Taxes In Retirement on Tuesday, April 14th from 1:00 PM-1:45 PM or Wednesday, September 15th from 6:00-6:45 PM, Arizona Time (Pacific Time).
Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources – whether they are Social Security, 401(k)/IRA, other sources, or a combination of them all. Using the information you’ll learn during our seminar, you’ll be better positioned to develop a successful retirement tax strategy that can potentially safeguard you from over-taxation – all with the goal of saving you money.
Attend this workshop and learn about
The official new tax reform rules and their impact on your retirement
Ways to potentially protect yourself against volatile market conditions
The changing rules for a retiring generation of baby boomers
How lost deductions may aect your taxes in retirement
Common misconceptions about taxes in retirement
Possible tools and strategies available to retirees to help develop a retirement tax strategy
A basic overview of the tax rules as they apply today
Strategies to help protect yourself against the taxation of your Social Security income
How rising taxes may affect your retirement cash flow
Frequently Asked Questions
Who is presenting?
The majority of presenters are professionals who come from a financial background (CPAs, financial advisors, attorneys and other knowledgeable professionals).
Who is this for?
The information presented at our workshop can help those already retired, as well as anyone approaching retirement.
Is there a “sales” pitch?
No, our workshops are strictly educational. While presenters may provide contact information or background on their company, guests have no obligation to engage with any speaker during or after the workshop.
What do I need to access the online workshop?
Any internet connected computer, iPad or other tablet will work great. There’s no app or software to download, just open the link we send you in your web browser. You can use your smart phone in a pinch, but the experience isn’t as good because of the small screen.