Taxes in

Information to Minimize Taxes and Keep More in Retirement

Before the year ends, learn what you need to do to take advantage of the new changes in effect.

Now includes an update on the new 2020 Secure Act.


This course will address the Following Topics

Spots are limited 

Reserve yours today

No event found!

This course is designed to help you:

Learn how NEW tax legislation could affect your retirement income

Uncover the “Real” Tax System

Understand the tax implications of RMDs

Understand how to reduce taxation of your Social Security benefits

Determining which account(s) to begin withdrawals for retirement income

Create your own tax-efficient retirement strategy



These workshops are strictly educational and do not promote any products or companies. A “Hear It. See It. Write It” teaching method makes it easy for you to understand, retain and profit from the information covered.


Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this educational class will provide insightful information on today’s latest legislation, how you could be affected, and strategies to create your own tax-efficient retirement.


Explore Opportunities

to help you...

Workshop topics

Estate Conservation

Helping Protect Your Estate Assets and Avoid Unintended Consequences

Why you should attend this seminar:

Now more than ever, it is vital to have a plan in place that will help protect your assets, provide for your family, and spare them the burden of unnecessary taxes, expenses, and delays. It is important to focus your time
and effort both on the preservation and distribution of your assets. This will allow you to accomplish your personal and family goals. 

Join us at the Harkins Theatres Norterra 14 for an informational workshop on June 15 from 6:00 PM – 8:00 PM or June 23 from 6:00 PM – 8:00 PM where we’ll focus on sound financial strategies that could help preserve more of your wealth for your heirs and charitable causes.

COVID-19 Precautions: The health and safety of our attendees, hosts, and general public is our number one priority. All of our live events will adhere to all local and venue-specific precautions and guidelines including, but not limited to social distancing, mask usage, sanitation, and capacity limitations.

Attend this seminar and learn about:

No event found!

Decision 2020

Space is limited | Social Distancing Guidelines in Place | Masks are required


With all of the unknowns and the uncertainty of the stock market around election time, one of the biggest things you should remember is to be patient and not to panic.

If you’re comfortable with the amount of risk you are currently exposed to and have the time to ride out whatever may come, you may want to stick it out and see what happens.

This free informational workshop will help you:

Workshop Schedule

Hilton Garden Inn, North Phoenix

Saturday, October 24

9:30am -11:30am


Wednesday, October 28

6:00pm -8:00pm

For more information, or to register,
call (833)917-1856 or visit
and enter code: LUJWES