Welcome to the Taxes in Retirement Webinar Resource Portal
The Webinar Was Just the First Step in Getting Tax Smart & Tax Efficient
In addition to a recording the webinar, you’ll find a variety of educational materials to reinforce what you learned in class. 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.
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
Here are the supplemental materials we spoke about in the webinar.
Click on each link to download the materials.
Powerpoint presentation of the webinar
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.