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

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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.


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