No-Cost Educational Workshop · Lawrenceville
Strategies to Reduce Your Retirement Taxes
& How to Maximize Your Savings
- Tuesday, October 6th 6:00pm (ET)
- No cost
- Lawrenceville
- Wednesday, October 7th 6:00pm (ET)
Tue Jun 23 & Thu Jun 25
$0 — nothing to buy
Marietta, GA
A $1 million retirement portfolio could potentially incur $280,000* more in lifetime taxes without a proactive tax strategy.
Six topics, with real worked examples
You'll leave with a checklist you can act on — not a folder of brochures.
-
1
The Big Beautiful Bill Act How recent federal legislation reshapes retirement and tax planning for affluent households.
- 2
Income & Medicare (IRMAA) How RMDs, pensions, and Social Security can quietly raise Medicare costs — and how to smooth it.
- 3
Tax-Smart Withdrawal Order The sequencing that decides how much of your nest egg the IRS gets, and how much you keep.
- 4
Roth Conversion Strategy When to convert and when not to — bracket-filling, coordinated conversions, and the “widow’s tax.”
- 5
Charitable & Estate Tools CRTs, DAFs, and QCDs — how households give more and owe less while supporting causes they care about.
- 6
Real-World Case Studies Three anonymized examples showing how informed planning minimizes lifetime tax exposure.
Education first. Always.
It's a class, not a pitch Nothing is sold — at the event or after. You come to learn; that's the entire point.
Fiduciary-grade content The same frameworks professionals use to coordinate tax, income, and withdrawals — explained plainly.
Proven with real people 2,550+ attendees educated, and 96% say they'd recommend it to a friend.
"We'd never been told how to plan around our tax bills — and we have a CPA and an advisor."
Cole & Louise, Virginia Beach, VA-
"I've been to things like this before. This was different — it was eye-opening."KevinKennesaw, GA
-
"Not what I expected — much more thorough and educational." LaurenLive-stream attendee
Three simple steps
- 1
Reserve your seat Pick an evening and add your details — about 30 seconds.
- 2
Get your reminder We'll send directions to the campus and a reminder before class.
- 3
Attend & take notes Come with questions; leave with a checklist you can use right away.
Questions people ask
Is it really no cost?
Yes. There's no fee to register and nothing to pay at the door. The professional presenting the class covers the cost; it's their way of giving back to the community. You just show up and learn.
Will I be sold something?
No. Nothing is sold and no financial products are offered. These classes are 100% educational. The presenter may offer to meet privately afterward if you'd like to talk through your own situation, but that's entirely up to you and completely separate from the class.
Can I bring my spouse or a friend?
Please do, we'd encourage it! Retirement decisions usually get made by two people, and it helps to hear the same information together. Just add your guest when you register so we can save your seats. No cost for them either.
What if I can't make either date?
No problem at all. We add new classes regularly. Visit myretirementworkshops.com/class-near-you to see the full schedule and find a date that fits.
Do I need to prepare anything?
Not a thing, just come as you are. We'll have handouts waiting; bring a pen if you like taking notes. Leave your statements and account numbers at home. No one will ask for personal financial information, and you won't be put on the spot in front of the group.
Where & when
No-Cost Educational Workshop ·
Strategies to Reduce Your Retirement Taxes
& How to Maximize Your Savings
Reserve Your Spot
Pick the date that works for you
Please register for the day that works best for you
Tuesday, October 6th 6:00pm ET
We'll only contact you about this event. No marketing lists.
Reserve your seat for an evening worth your time.
No cost, no obligation, no marketing lists. Just one evening that could change what you owe for years.
reserve my seatSeats are limited by room capacity.
We'll only contact you about this class.
Please register for the day that works best for you
Please register for the day that works best for you
Tuesday, October 6th 6:00pm ET
We'll only contact you about this event. No marketing lists.
Register for Class..
Invest in Yourself & Your Family's Future
In today’s environment of uncertainty, taxes are one aspect of your financial life that is controllable — if you understand the rules and know how to limit your tax exposure.
We look forward to hosting you!
Class offered on Tuesday and Wednesday
Please register for the day that works best for you