FREE EDUCATIONAL WORKSHOP · KENNESAW, GA
Strategies to Reduce Your Retirement Taxes
& How to Maximize Your Savings
LOCATION:
Cherokee Conference Center at The Bluffs
1130 Bluffs Pkwy, Canton, GA 30114
Reserve Your Spot
Pick the date that works for you
Please register for the day that works best for you
Tuesday, July 28th 6:00pm (EDT)
We'll only contact you about this event. No marketing lists.
From Past Attendees
What people say when they walk out
Real quotes from past Kennesaw-area sessions. Submitted via post-event survey.
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"I've been to stuff like this before. This was different. It was eye opening."
Kevin Kennesaw, GA -
"This was not what I expected. Much better, more thorough and educational."
Lauren Live Stream Attendee -
"We had never been told how to plan around our tax bills. We even have a CPA and an Advisor."
Cole & Louise Virginia Beach, VA
2,550+
Attendees educated
96%
Would recommend
$0
Required at any point
workshop content
See what you’ll learn
Six concrete topics. Real worked examples. Walk out with a checklist.
reserve my seat-
Module 1
The Big Beautiful Bill Act
How recent federal legislation reshapes retirement and tax planning for affluent households.
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Module 2
Managing Income & Medicare (IRMAA)
How RMDs, pensions, and Social Security can unintentionally inflate Medicare costs — and how to smooth it.
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Module 3
Tax-Smart Withdrawal Order
The sequencing rules that determine how much of your nest egg the IRS gets — and how much you keep.
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Module 4
Roth Conversion Strategy
When (and when not) to convert. The "widow's tax," coordinated conversions, and bracket-fill thinking.
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Module 5
Charitable & Estate Tools
CRTs, DAFs, QCDs — how high-net-worth households use them to give more and owe less.
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Module 6
Real-World Case Studies
Three anonymized client examples showing how informed planning minimizes lifetime tax exposure.
Free Educational Workshop · Kennesaw, GA
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!
reserve my seatPlease register for the day that works best for you
Please register for the day that works best for you
Tuesday, July 28th 6:00pm (EDT)
We'll only contact you about this event. No marketing lists.
Strategies to Reduce Your Retirement Taxes
& How to Maximize Your Savings
LOCATION:
Cherokee Conference Center at The Bluffs
1130 Bluffs Pkwy, Canton, GA 30114
Class offered on Tuesday and Thursday
Please register for the day that works best for you
Educational Class
Advanced Tax Strategies-31-v2
According to the American Tax Foundation, the average investor will pay $280,000 in avoidable taxes. Retirement should be a time to enjoy the rewards of a lifetime of saving, but without a tax-efficient plan, you can face unnecessary tax burdens that diminish your savings.
Curriculum:
- Understanding the “Big Beautiful Bill Act”
- Learn how recent federal legislation reshapes retirement and tax planning for affluent households.
- Explore updates to charitable giving rules, senior exemptions, and Roth conversion opportunities.
- See real-world examples showing how informed planning can minimize lifetime tax exposure.
- The Evolution of the Tax Code
- Trace the history of U.S. taxation and the policy shifts shaping today’s retirement landscape.
- Understand the three primary types of taxation – and how each impacts income, investments, and estates.
- Gain insight into proposed legislation and how proactive planning can help you adapt before changes occur.
- Managing Income and Medicare Premiums (IRMAA)
- Discover how Required Minimum Distributions, pensions, and Social Security can unintentionally increase Medicare costs.
- Learn strategies to smooth taxable income over time and reduce IRMAA surcharges.
- Review case studies illustrating the “widow’s tax” – and how coordinated Roth conversions may help mitigate its effect.
- Integrating Tax Strategy With Portfolio Design
- Examine how tax diversification enhances portfolio sustainability in retirement.
- Learn to coordinate investment withdrawals, Roth conversions, and charitable giving for long-term efficiency.
- Review frameworks used by fiduciary professionals to align tax, income, and investment planning.
- Advanced Charitable and Estate Strategies
- See how high-net-worth investors use Charitable Remainder Trusts to dispose of appreciated assets efficiently.
- Learn how Donor-Advised Funds and Qualified Charitable Distributions can support philanthropy while enhancing tax outcomes.
- Understand how these strategies integrate with broader retirement and legacy planning goals.
Are You Curious to Know if There Are Ways to Reduce Your Tax Burden?
Why is it that most people don’t have a plan to minimize their taxes? Even those with financial advisors are rarely, if ever, given clear advice as to how to reduce their taxes.
Managing taxes in retirement is not just about reducing what’s owed; it’s about strategically timing and structuring withdrawals to make the most of your hard-earned savings.
Join this Free Educational Workshop to Learn:
- Strategies to reduce your tax liability in retirement
- How to protect your assets from market volatility
- Key aspects of the new tax bill and it’s impact on your family
- Tips for optimizing Social Security benefits
Who Should Attend:
Anyone nearing retirement or already in retirement
When:
Tuesday, July 28th, 2026, or Thursday, July 30th, 2026, 6:00pm (EDT)
Where:
Cherokee Conference Center at The Bluffs
1130 Bluffs Pkwy, Canton, GA 30114
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 Thursday
Please register for the day that works best for you
FREE EDUCATIONAL WORKSHOP · KENNESAW, GA
Strategies To Reduce Your Retirement Taxes
& How To Maximize Your Savings
KSU Center · Room 213A
3333 Busbee Dr. NW, Kennesaw, GA 30144
Reserve Your Spot
Pick the date that works for you