Educational Workshops

All of our workshops are designed to provide useful information on all the key financial issues facing those near retirement or in retirement. Tax reduction strategies, creating the right estate plan to avoid probate and eliminate or reduce death taxes, assuring enough income in retirement and managing the portfolio with an eye towards protection in volatile market periods are key components discussed in these sessions. All of our workshops are designed for people over the age of 50 with a minimum of $200,000 of investable assets, not including your home or other real estate. If you do not yet have our minimum, please keep us in mind as your assets grow.


Retirement Strategies & Asset Protection
Educational Dinner Workshops






Learn strategies that can help protect your assets and future standard of living against oil prices, terrorism, and volatile markets. We will present valuable information that may help increase your income, reduce your risk, lower taxes, and keep you on the path of a comfortable and secure retirement including the following:

  • Ensure the IRS isn't the beneficiary of your IRA account.

  • Is a Roth conversion appropriate for you?

  • Reduce your stock market risk utilizing disciplined exit strategies.

  • Avoid paying taxes on your social security income.  

Register for Retirement Strategies Dinner Workshop

Tax Reduction Strategies Workshop






We will discuss alternatives that may help you preserve your capital, leave a larger inheritance for your heirs, and reduce your tax burden. You’ll leave with useful information, such as how to potentially:

  • Understand the new tax laws that took effect in 2018.
  • Employ bunching strategies to increase your itemized deductions.
  • Learn what assets to keep and what assets to sell if you are terminally ill.
  • Learn how to take your required minimum distribution tax free.
  • Help prevent your beneficiaries from blowing it all-or their ex-spouse from taking it.

Register for Tax Retirement Strategies Workshop