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Living a Tax Free Retirement


530 Crabapple Circle
Alpharetta, GA 30004 United States



February 15


6:30 pm - 8:00 pm

This course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and are looking for ways to reduce or event eliminate taxes owed from income. This course is designed to take the confusion out of retirement planning and empower you to understand your finances and design a plan based on sound principles and safe practices.  We will show you how to properly allocate your assets using IRS Guidelines to reduce or eliminate taxes on your income. Upon completion, you will know how to properly allocate your assets, accurately devise a plan for Tax Free income that will last throughout your retirement, and how to take advantage of little known investment vehicles that will help you both achieve your tax free retirement goals and leave a legacy to your loved ones as well.


In this workshop on Living a Tax Free Retirement, you will learn:

  • How to establish retirement goals and objectives based on your risk tolerance
  • Identifying the IRA Ticking Time Bomb
  • How to optimize your asset allocation to minimize risk of loss
  • Why paying off your mortgage early might be a bad idea
  • How to use banking strategies to become your own banker
  • How to use current IRS tax codes to create a tax=free retirement
  • How to generate predictable and reliable income for life


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