UPCOMING SEMINARS
UPCOMING SEMINARS
TBD - Virtual
Poor on Paper
"Poor on Paper" introduces a strategic approach to retirement planning focused on minimizing taxable income during your working years while maximizing tax-free income in retirement. This method utilizes Roth conversions and advanced tax optimization techniques to help secure your financial future with minimal tax liability.
In this seminar, we’ll cover the essentials, including asset location, brokerage account optimization, estate planning, investment types, and smart tax strategies—all aimed at creating a tax-efficient retirement plan.
Taxman Survival Guide
TBD - Virtual
The title says it all. This seminar is designed for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, as well as business owners who are ready to take control of their taxes. We’ll dive deep into sophisticated strategies that help you outsmart the taxman at every turn. From complex tax reduction techniques and estate planning to charitable giving, business structuring, and cash flow planning, we’ll arm you with the knowledge to minimize your tax burden today and safeguard your wealth for the future.
Fees Uncovered
"Fees Uncovered" is a comprehensive seminar designed to demystify the various fee structures in the financial advisory industry. You'll gain a clear understanding of different advisor fees—flat fees, assets under management (AUM) fees, subscription fees, performance fees, and commissions—along with the pros and cons of each. We’ll also dive into product-specific fees for mutual funds, exchange-traded funds, annuities, and more.
Are you paying more than you should, and is it truly worth it? Join us to find out.