Tax-Planning in Retirement™

Financial Education Course for Adults

Thursday, March 27th
6:30pm to 9:30pm

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This course provides the tools you need to make smart tax decisions for a better retirement.

Taxes can be one of your biggest expenses in retirement, and understanding how to minimize them can significantly impact your financial future. This class will equip you with actionable strategies to reduce your tax burden, optimize your retirement withdrawals, and take advantage of deductions, credits, and other opportunities you might not even know exist. Whether you’re planning for retirement, managing investments, or thinking about leaving a legacy, you’ll gain valuable insights to help you keep more of your wealth while staying on the right side of the tax laws.

How to Minimize Your Tax Bill in Retirement to Keep More of Your Hard-Earned Money
Tax-Saving Tips for Investments to Maximize Returns on Your Portfolio
Roth Conversions and Timing for Tax-Free Growth
Estate and Gift Tax Strategies to Reduce Taxes on Wealth Transfers
Deductions, Credits, and Tax-Free Income Opportunities Used by Professionals

What Students Say

“This course gave me invaluable information to plan my retirement. I’ve already applied the strategies to reduce my taxable income and boost my savings. Great investment!”

“I had no idea how much I was overpaying in taxes until I took this class. The instructor explained complex topics like Roth conversions and tax-loss harvesting in such an easy-to-understand way. Highly recommend!”

“This course completely changed the way I look at my retirement plan! I now understand how to strategically withdraw from my accounts in order to save thousands in taxes. I couldn’t believe it! This class is a must for anyone nearing retirement.”

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