Keep More of Your Money - Tax Strategy Evening, Energy Cooridor, TX

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A PRIVATE RETIREMENT PLANNING EVENING

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Event Details

Date

Time

Venue

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A Limited Evening.

This strategy evening is intentionally small. Attendance is capped so the discussion stays focused and every participant can engage directly with the content. When the seats are filled, registration closes.

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Seating is limited.

Secure Your Spot

Register for the Strategy Evening.

One evening of focused discussion on tax optimization and keeping more of your retirement income. Advanced tax strategies, charitable giving, and wealth preservation techniques. Below is what to expect.

Submit your registrationTakes under 60 seconds. $10 refundable deposit required to hold your seat.

Check your inboxYou will receive confirmation with the date, time, venue details, and parking instructions.

Attend on August 6Thursday, August 6 at 7:00 PM. Doors open at 6:45 PM. Bring the $10 refundable deposit to refund at the door when you arrive.

Seating is limited.

Venue Details

Where to Show Up.

Arrive a few minutes early to get settled before the evening begins. Doors open at 6:45 PM. Free parking is available on site.

Location

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Date & Time

Doors Open

6:45 PM - arrive early, seating fills fast

What You Will Learn

Topics Covered This Evening.

Topic 01

Strategic Tax Timing

When to take Social Security, optimize IRA withdrawals, and manage Roth conversions. How timing decisions can save tens of thousands in taxes.

Topic 02

Advanced Withdrawal Sequencing

The order you withdraw from taxable, tax-deferred, and tax-free accounts. How to minimize lifetime taxes while maximizing portfolio longevity.

Topic 03

Charitable Giving and Legacy Planning

How to give strategically while minimizing taxes. Charitable trusts, donor-advised funds, and impact planning for causes you care about.

Topic 04

Estate Positioning and Step-Up Basis

How to position assets for inheritance efficiency. Understanding step-up basis and avoiding unnecessary estate taxes for your heirs.

Topic 05

Gifting Strategies and Wealth Transfer

Annual exclusions, lifetime gifting strategies, and family limited partnerships. How to transfer wealth efficiently to children and grandchildren.

Secure Your Place at the Table.

This strategy evening is intentionally small. When the seats are filled, registration closes.

Reserve Your Spot

Seating is limited.

Common Questions

What People Ask Before They Attend.

Is this a sales presentation?

This evening covers advanced tax optimization, charitable giving, and wealth transfer strategies. You will walk away with concrete techniques you can implement or discuss with your advisor.

What is the $10 refundable deposit?

Registration requires a $10 refundable deposit to secure your seat. If you attend the evening on August 6, your $10 deposit is refunded at the door. If you do not attend, your deposit is forfeited and cannot be refunded.

How long is the evening?

The strategy evening runs from 7:00 PM to 9:00 PM (2 hours). Doors open at 6:45 PM.

Can I bring my spouse or partner?

Yes. Spouses and partners are encouraged to attend. When registering, indicate that you are bringing a guest and we will reserve two seats. Tax and wealth planning decisions affect the entire household, and it helps to work through them together.

Is this strategy evening right for my situation?

If you want to keep more of your retirement income and understand advanced tax strategies available to you, this evening was built for you. Whether you have $500k or $5M, whether you are still working or already retired, this session covers the tax optimization techniques designed to maximize what you keep.

I already have a financial advisor. Is this still for me?

Most attendees work with advisors. What brings them is understanding advanced tax optimization, how to structure charitable giving, and whether their withdrawal strategy is truly optimized. This evening helps you evaluate whether your current approach captures all available strategies.