Upcoming Events

Attention Baby Boomers & Gen Xers Who Want to Live Comfortably in Retirement:

Discover What Arizona Residents Need to Know to Reduce or Eliminate Taxes in Retirement

If you own a 401(k), IRA or 403(b) account, then you must attend this FREE workshop...

The author of "Rescue My Retirement" and local Arizona retirement expert will reveal how Arizona residents are building a thriving retirement plan while reducing or eliminating taxes on their 401(k), 403(b), IRA or Social Security.

October 20th at 10:00 am - 11:00 am

Desert Broom Library - Cave Creek
29710 N. Cave Creek Road

October 23rd at 6:30 pm - 7:30 pm

Appaloosa Library - Scottsdale
7377 E. Silverstone Drive

Click here to register For the October 20th or 23rd workshop

What Does the New Administration Mean for YOUR Retirement?

What impact would a tax hike have on your post-work income - and your lifestyle? Planning for retirement can be overwhelming even before you consider all the tax and legislation changes. We make the process simple and show you how to avoid common, often costly, mistakes.

This free workshop has been personalized to provide you with the insight and strategies you need to avoid potential pitfalls and problems when planning for retirement. You'll join other like-minded people and learn how you can protect your retirement income from taxes and enjoy a more comfortable, relaxed retirement.

During This Free Live Workshop, You Will Learn:

  • How the new tax law gives a HUGE gift to retirees, but only if you act on it...
  • Why the long term outlook almost assures tax rates have to rise dramatically
  • How to strategically move your money from "tax deferred" to TAX FREE.
  • The maximum you can stash away in a truly Tax Free account.
  • What to do with your 401(k), IRA or 403(b) accounts to make sure you don't outlive your money.
  • How to never pay a dollar of tax during your retirement on your 401(k), IRA or Social Security.

PLUS... Answer Your Questions Live. This is not a stuffy or regemented seminar, forcing you to feel like you're back in school. You'll have a chance to get the answers to your most important questions.

October 20th at 10:00 am - 11:00 am

Desert Broom Library - Cave Creek
29710 N. Cave Creek Road

October 23rd at 6:30 pm - 7:30 pm

Appaloosa Library - Scottsdale
7377 E. Silverstone Drive

Click here to register For the October 20th or 23rd workshop

WARNING: Space is limited and these LIVE workshops always fill up because they are significantly better than the information others charge you for… even though they are free.