Join us for an educational Dinner Workshop providing you critical information to help you understand how to protect and Complete your Retirement Plan.

During this event we'll discuss strategies to keep more of what's yours, understand the many different forms of tax risk and how they impact you and your goals, and ultimately empower you to take control of your retirement.

What we’ll cover:

• Tax Risk and the Current Economic Landscape.
• How Tax Law changes can impact you, your savings, and ultimately your legacy.
• The Fundamental Planning Considerations needed to develop a COMPLETE financial plan.
• Tax-deferred vs. tax-free accounts: Which one is right for you?
• Potential pitfalls of Roth Conversions, including IRMAA.
• How to define a “true” tax-free income and investment strategy.
• Strategies to REDUCE your partnership with the IRS.

And much more!