Are Your Retirement Savings Protected from Rising Taxes... or Could You be Sitting on a Ticking Tax Bomb?

Taxes will likely be your biggest expense
during your golden years...

Don't let the IRS be the main beneficiary of your hard-earned nest egg...

Join me for my FREE Online Workshop and discover:

How to Avoid Tax Pitfalls in Retirement and Costly Planning Mistakes... that could drain your savings and derail your plans

A REPLAY WILL BE AVAILABLE

In this online workshop, I'll walk you step-by-step through:

  • How to safeguard your retirement savings from rising taxes and tax law changes

  • Why taxation on your Social Security ISN'T inevitable... and if a ROTH Conversion is your best option to reduce or perhaps eliminate it

  • How to [legally] avoid taxes on your RMDs

  • Tax reduction strategies that could potentially save you 100s of 1000s of dollars in retirement

  • How to maximize your savings and income by avoiding the 3 costliest mistakes when planning for retirement

Michelle Gessner, CFA - Portrait Photo
Michelle Gessner, CFA - Portrait Photo

Presented by Michelle J. Gessner, CFP®

This Online Workshop is a
Must Attend if...

...you're planning to retire in the next 5-10 years (or have recently retired)

...you have all your retirement savings tied up in a 401(k) or traditional IRA

...you're looking for ways to create reliable income that keeps up with inflation

...you want the confidence to be able to Retire to a Life You Love®

A REPLAY WILL BE AVAILABLE