Welcome to the Taxes in Retirement Webinar Resource Portal

The Webinar Is Just the First Step in Getting Tax Smart & Tax Efficient 

In addition to a recording of the live webinar we conducted in November of 2023, you’ll find a variety of educational materials to reinforce what you learn in the webinar. You’ll also be able to request and schedule your complimentary Am I Ready for Retirement? Tax Assessment.

Thank you for your interest in our programs and services. We look forward to helping you get tax smart and tax efficient.

There’s also a wealth of information on our website, blog and Facebook page. We look forward to helping you get ready for retirement.

Step 1. Watch the Webinar

(Note: the webinar is 120 minutes in duration)

After you watch the webinar, test what you learned with our Tax Quiz.

Step 2.

Schedule Your Complimentary Tax Assessment & Chat with Brian

Brian’s calendar gets filled up fast. But he and his team are ready to help you find out if you’re ready and show you the possible impact of tax planning on your retirement. Use this link to book your session: www.AmIReadyChat.com.

Note: you’ll need to provide some basic financial information after you choose your date and time (see list of questions here). If for any reason you prefer just to chat with Brian and not have an assessment at this time, you can book that chat here.

Step 3.

Review the Webinar Materials

Check out the Retirement Power Hours Masterclass

6 hours of Live or On-Demand Sessions

Don’t miss out!

Click here to find out more

Other Next Steps…

Get Connected with Valuable Retirement Solutions

We’ve scoured the industry looking for the services you need (and some you didn’t know you need) as you prepare for and enter retirement. All of the providers we connect you to combine the absolute highest quality at amazingly affordable fees, saving you thousands over traditional solutions. Simply choose the solutions you’re interested in below and we’ll get you connected.

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