2026 Income & Estate Tax Survival Workshop

Join us for a Full 2-hour class where you'll learn practical strategies to reduce income taxes and costs that are probably already embedded in your plan. Taught from BOTH legal and financial perspectives, you'll hear stories of real examples, see insightful visuals, and leave with a clear checklist-showing what you've already accomplished and what would be meaningful to address. Perfect for anyone who wants to avoid overpaying taxes and build the right legal and financial foundation for themselves and their family. Don't Miss This-your perspective on things can change in just one night! Here are a few items you'll discover: o Tax Proposals always change, but a FEW SIMPLE TECHNIQUES will allow you to enact more control over what you have exposed. o FIND OUT what "you don't know you don't know" about estate planning that can cost you and your heirs dearly. o SEE the embedded tax problems in your plan, then Explore the Pros & Cons of Roth Accounts, Roth Conversions, How to Get Roth Right, and much, much more…