Lunch and Learn: Preparing for a Tax-Free Retirement

Tue, October 11th
12:00 pm PDT - 1:00 pm PDT

Ventura Office


Preparing for a Tax-Free Retirement

What every taxpayer needs to know about saving for the future

*Free copy of the bestselling and must-read book, “Tax-Free Retirement” for attending.*

While recent high inflation, rising interest rates and stock market gyrations make headlines these days and are of concern to many, one of the most significant impediments to building and distributing wealth goes mostly unnoticed.  With a rapidly ballooning national debt and numerous proposed changes to the income tax code lurking quietly behind the scenes, there’s never been a more important time to learn about sound tax planning strategies that can help you avoid common savings mistakes and potentially save you thousands of dollars in unnecessary taxes in the future.  Get started now and thank yourself later!

Learn about:

  • Key risks to building wealth
  • Types of savings plans and how they work
  • Individual vs workplace plans pros and cons
  • Strategies to reduce income taxes in retirement
  • If you should convert your IRA to a Roth IRA
  • How to create a potentially Tax-Free future cash flow

This is a free event! This is a hybrid event.  If you would like to join us for lunch in person, please register via Zoom and we’ll confirm your preference via e-mail.

Register Here

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