FREE LIVE EVENT
How to Pay Zero Tax On Your Retirement
Complimentary Gourmet Meal at The Lively or Cottonwood Grille
Do not miss this free workshop.
DATES
Monday - April 6, 2026
Wednesday - April 8, 2026
TIMES (2 Sessions)
11:30 AM
(choose your date when registering)
LOCATIONS
The Lively - 505 W Bannock St, Boise ID 83702
Cottonwood Grille - 913 W River St, Boise, ID 83702
TAXES ARE THE #1 EXPENSE IN RETIREMENT
Join us for a Private In-Person Workshop and Learn How to Pay Zero Tax On Your Retirement Savings
You've spent decades saving - faithfully contributing to your 401(k), IRA, or 403(b). But here's what most financial advisors never tell you: every dollar sitting in those pre-tax accounts is a future tax bill you haven't paid yet.
With national debt surging and tax cuts from 2017 set to expire, many experts predict tax rates could be dramatically higher by the time you're withdrawing most of your savings. And the IRS will be waiting.
A well executed Roth Conversion strategy lets you pay taxes now at today's historically low rates so your money can grow and be withdrawn completely tax-free for the rest of your life. But the window is narrowing and the strategy has to be done correctly.
Here's what you'll learn at this must-attend event:
How to calculate the true cost of a Roth conversion - and why most people overestimate it
The 7 benefits of Roth conversions your current advisor probably hasn't explained
The Super Roth approach – 100% liquidity, no surrender charges, tax-free growth, tax-free income, tax free to heirs
How to lower the taxes on your Social Security - a strategy most retirees never hear about
Find out why your IRA/401k could be a tax disaster and what to do about it.
Critical conversion mistakes that cost retirees thousands - and how to avoid every single one
How to create a tax-free legacy that protects your family for generations
The RMD Trap – why your Required Minimum Distributions could push you into a higher bracket, and how to get ahead of it
PLUS a gourmet meal on us! Each session includes a complimentary meal at either The Lively or Cottonwood Grille - 2 of the most celebrated restaurants in Boise
Complete the form below to Register.
Seating is Limited
Complimentary meal at The Lively or Cottonwood Grille will be served during the event. Seating is very limited
Meet Your Presenter
Dustin Settle
Dustin Settle, CAS® has been in Boise, Idaho for the past nearly three decades, Dustin has been an advisor and decumulation expert in the Financial Services industry. Dustin grew up on the Olympic Peninsula in Western Washington. He entered the insurance industry while attending Boise State as a college intern at Northwestern Mutual Financial Network. Which ultimately lead to an almost 10 year career at that company.
He continued as an independent advisor, focused on helping busy, successful people organize their financial affairs in a way that is easy to understand and provides them with a clear path forward. As a Decumulation Expert, Dustin guides his clients down Retirement Mountain providing tax efficiency, lifetime income and legacies built to last.
EVENT DETAILS
Four Sessions to Choose From
All sessions cover the same powerful content. Pick the date and time that works best for you.
Space is limited so reserve promptly
Monday, April 6
Luncheon - 11:30 AM
(4 seats remaining)
The Lively
505 W Bannock St
Boise, ID 83702
Monday, April 6
Dinner - 5:30 PM
(FULLY BOOKED)
The Lively
505 W Bannock St
Boise, ID 83702
Wednesday, April 8
Luncheon - 11:30 AM
(9 seats remaining)
Cottonwood Grille
913 W River St.
Boise, ID 83702
Wednesday, April 8
Dinner - 5:30 PM
(FULLY BOOKED)
The Lively
505 W Bannock St
Boise, ID 83702
© 2026 Roth Conversion Workshop. All rights reserved.
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The information provided in this presentation is for educational purposes only and should not be considered legal or tax advice. You should consult with your own attorney, tax advisor, and/or CPA regarding your specific situation. Roth Conversion Workshop should always be implemented in coordination with qualified legal and tax professionals.
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