Tax Planning Strategies™

Financial Education Course for Adults

How to Minimize Your Tax Bill to Keep More of Your Hard-Earned Money
Tax-Saving Tips to Maximize Returns on Your Investment Portfolio
Roth Conversions and Timing for Tax-Free Growth
Estate and Gift Tax Strategies to Reduce Taxes on Wealth Transfers
How to Get the Most Tax Advantages from Your Small Business or Self-Employment
Retirement Withdrawal Strategies to Boost Income
Tools to Minimize Taxes on Your Investment Portfolio
Real Estate Investment Strategies to Create Massive Tax Savings
Expert Insights on Estate and Gift Tax Strategies

Date: Thursday, January 22, 2026

Time: 6:00pm to 9:00pm

Location: Arlington, TX

Tuition: $69/Person

You will receive an email confirmation upon registration. Please check your inbox, spam, and junk folders, and add us to your Safe Senders list. If you have any issues registering for this class, please call us at (817) 210-3444 and we will be happy to assist you.

This course teaches the tax strategies you need to keep more of your hard-earned money.

Why This Course Matters:

Smart tax planning is one of the most powerful ways to preserve and grow wealth. But without the right tools, you could lose thousands each year to avoidable taxes. New laws, hidden liabilities, and missed opportunities can quietly erode your income and savings.

In this class, gain the insider knowledge most people never receive. You’ll uncover eye-opening tax-saving opportunities, learn how to avoid costly mistakes, and walk away with strategies you can apply immediately to lower your tax bill now and in retirement.

Is this Course for You?

What Students Are Saying

“I had no clue how much I was overpaying in taxes until I took this class. The instructor explained each and every complex topic, like Roth conversions and tax-loss harvesting, in such an understandable and relatable way. Highly recommend for everyone!”

“This course completely changed how I look at my retirement plan! I now understand how to use smart strategies to 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.”

“This class was a wake-up call in the best way. Seeing how much unnecessary tax I would have paid over the next 20 years brought me to my knees. No one ever explained this to me before. The guidance I received will save me tens of thousands of dollars, and I finally feel like my hard-earned money is staying where it belongs... with me.”

“I walked into this class thinking taxes were just an unavoidable part of retirement. I had NO idea how much money was accidentally slipping away each year. The strategies I learned opened my eyes... and honestly, it was emotional realizing how much I could have saved earlier. Now I feel in control, and I know exactly how to prevent future loss.”

“I can honestly say this course changed my retirement future. I had no idea taxes could drain so much of my savings if I wasn’t strategic. Learning these strategies was emotional; I realized how much money I could have lost without ever knowing why. Now I feel more sure than ever that my savings will last longer.”

“I’ve always been careful with my finances, but this class showed me gaps that I didn’t even know existed. When the instructor demonstrated how much money I could save by adjusting my withdrawals and planning smarter, I felt both shocked and relieved. I’m so grateful I found this class before making costly mistakes I couldn’t undo.”

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