Private Event for 50+
Free Educational workshop
How to Lock In Tax-Free
Income For Life
Discover Proven Roth Conversion Strategies Before Tax Rates Climb in the Next 10 Years
CLAIM YOUR FREE SEATS NOW!
Tuesday, January 13th at 6:30 PM
Matisse Bistro
19800 MacArthur Blvd, Irvine CA 92612
Event Details:
Tuesday, April 1st at 7:30 PM
Cinemark Hazlet 12 in 2821 NJ-35, Hazlet, NJ 07730
LIMITED SEATS AVAILABLE!
Thursday, August 14, 2025 at 07:30 PM
Regal Irvine Spectrum in 500 Spectrum Center Dr, Irvine, CA 92618
Ready For A Better Retirement? Here Are Your Next 3 Steps
Save your spot today and discover what thousands of happy retirees already know.
Claim Your
Seats
Grab your seats for this special event. Space is limited to 25 attendees, so reserve now!
Receive Your Confirmation
we will send your VIP confirmations to you so you don’t forget.
ENJOY A Profitable Evening
Join us at the workshop for an eye-opening evening that will change how you think about retirement.
You’ve Saved for 30 Years, invest 60 Minutes To Make The Most of Your Life Savings.
For decades, you've worked hard and saved carefully. But what if some of the retirement advice you've been following is completely wrong? "The Art Of Retiring Well" takes you behind the scenes of retirement success and reveals the truth about what actually works
– and shows you a better way forward.
we will send your VIP confirmations to you so you don’t forget.
The Most Important Workshop You'll Attend This Year
After 18,000 miles and dozens of interviews with real retirees, we uncovered something surprising: a successful retirement isn't about how big your nest egg is.
By 2035, experts predict tax rates could skyrocket as Social Security, Medicare, and national debt consume 100% of federal revenue. Your 401(k) and IRA withdrawals will become the government's easiest target. Every dollar you saved in pre-tax accounts could be taxed at rates 30-50% higher than today. A Roth Conversion let's you pay today's historically low rates to create a bucket of tax-free income for life.
By 2035, experts predict tax rates could skyrocket as Social Security, Medicare, and national debt consume 100% of federal revenue. Your 401(k) and IRA withdrawals will become the government's easiest target. Every dollar you saved in pre-tax accounts could be taxed at rates 30-50% higher than today. A Roth Conversion let's you pay today's historically low rates to create a bucket of tax-free income for life.
What You'll Discover at this FREE Workshop:
What You'll Discover at this
FREE Workshop:
How to convert your taxable retirement accounts to tax-free with ZERO tax out of pocket
The 7 major benefits of Roth conversions most financial advisors never mention
How to lock in today's historically low rates during the conversion timeline
Critical Roth Conversion mistakes that could cost you thousands (and how to avoid them all)
Smart bracket management to reduce Medicare premiums (IRMAA)
How to cut taxes on your Social Security benefits
Create a lasting, tax-free legacy for your family
How to convert your taxable retirement accounts to tax-free with ZERO tax out of pocket
The 7 major benefits of Roth conversions most financial advisors never mention
How to lock in today's historically low rates during the conversion timeline
Critical Roth Conversion mistakes that could cost you thousands (and how to avoid them all)
Smart bracket management to reduce Medicare premiums (IRMAA)
How to cut taxes on your Social Security benefits
Create a lasting, tax-free legacy for your family
LIMITED SEATS AVAILABLE!
Thursday, August 14, 2025 at 07:30 PM
Regal Irvine Spectrum in 500 Spectrum Center Dr, Irvine, CA 92618
Because we want you to have a great evening while learning something valuable!
Come on in, sit back, and enjoy. If you have questions afterwards, our experts are happy to help – but there's no pressure and no sales pitch.
Audience Love it! We will NEVER spam you or sell your information
Frequently Asked Questions
We want you to feel completely comfortable before joining us at the event.
Am I too old for a Roth Conversion?
Not at all. Many retirees benefit even in their 70s.
What if I don't have a large IRA?
Small, steady conversions can still reduce lifetime taxes and Medicare costs.
Will this affect my Social Security?
Done correctly, conversions can lower taxes owed on Social Security.
THIS ISN'T JUST ANOTHER FINANCIAL SEMINAR
This workshop is perfect for pre-retirees and retirees aged 50-75 who have substantial savings in 401(k)s, 403(b)s, or traditional IRAs and want to:
🟡 Reduce or eliminate Required Minimum Distributions (RMDs)
🟡 Lower their Medicare premiums and Social Security taxes
🟡 Protect their retirement from future tax increases
🟡 Take control of their tax situation before it's too late
We will NEVER spam you or sell your information!
There is no cost or obligation to attend any of our events. Reservations are required. They are solely created for those seeking to obtain information and/or advice. We do not provide legal or tax advice. We encourage you to speak to qualified professionals. Guarantees based on the claims paying ability of the underwriting insurance company.