No-Cost Educational Workshop · Schweitzer Brentwood Branch Library
Strategies to Reduce Your Retirement Taxes
& How to Maximize Your Savings
- Thursday, August 6th 4:00pm (CDT)
- Free
- Schweitzer Brentwood Branch Library
Tue Jun 23 & Thu Jun 25
$0 — nothing to buy
Marietta, GA
That's what the average investor pays in avoidable taxes over a lifetime. This class is about the rules that change that number — before they cost you.
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
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"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 Marietta 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. The class is free to attend and there's nothing to buy — at the event or afterward. Our promise is simple: $0 required at any point.
Will I be sold something?
Yes. The class is free to attend and there's nothing to buy — at the event or afterward. Our promise is simple: $0 required at any point.
Can I bring my spouse or a friend?
Yes. The class is free to attend and there's nothing to buy — at the event or afterward. Our promise is simple: $0 required at any point.
What if I can't make either date?
Yes. The class is free to attend and there's nothing to buy — at the event or afterward. Our promise is simple: $0 required at any point.
Do I need to prepare anything?
Yes. The class is free to attend and there's nothing to buy — at the event or afterward. Our promise is simple: $0 required at any point.
Where & when
Two evening sessions to choose from this round — same class both nights.
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
Thursday, August 6th 4:00pm (CDT)
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
Thursday, August 6th 4:00pm (CDT)
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 Thursday and Tuesday
Please register for the day that works best for you