This live virtual event is designed to help you do what many don’t:


Help you learn ways to make your wealth more efficient during retirement, and ensure it’s transferred with minimal taxes, delays, or legal complications.

Featuring a fiduciary financial advisor and an experienced estate planning attorney, you’ll learn the most important (and often overlooked) strategies that smarter families are using to:

Reduce retirement income taxes and RMD burdens

Avoid probate and unnecessary legal costs

Time Roth conversions without disrupting Medicare or your income plan

Simplify complex estates for a smooth transition to heirs

Protect your spouse and family from future financial stress

Whether you already have a will or trust in place — or you’re realizing it’s time to update your plan — this event is your chance to get clear, professional insight on how to avoid costly missteps and preserve your legacy the right way.

You’ll leave with a sharper understanding of your options and how to take control of the decisions that matter most in this next chapter.

Space is limited, and early registrants receive Premier Access.

Retirement & Legacy Virtual Symposium