EVENTS
Upcoming Events
Robert conducts monthly webinars to teach the importance of tax planning to people ages 55 – 75.
Please Register below.
Class Schedule
Online Workshops via Zoom
IRA Millionaires Workshop
Retirement Masterclass Exclusively for IRA Millionaires
The IRS has confirmed, IRA Millionaires Will Be the Target for Higher Taxes
Tax Strategies for IRA Millionaires
Are you an IRA Millionaire with more questions than answers about your financial future?
If you’ve diligently built a nest egg exceeding $1 Million, congratulations! You’ve achieved a significant financial milestone. But, with $1 Million plus IRAs, comes a unique set of challenges that traditional tax and financial planning approaches don’t fully address.
Your IRA Millions are in the crosshairs of impending tax hikes
Join me October 22nd 2024 or October 24th 2024
at 6:30 PM
New workshops
starting soon
Evening Workshops at Community Colleges
Cost is $195.00 for the 3-hour class and includes 2 - 2–hour private consultations to discuss your tax and private concerns and give you your “Just Right” report.
Arizona
To be Announced
Scottsdale CC
Chandler CC
Paradise Valley CC
Glendale CC
Estrella Mountain CC
California
To be Announced
Diablo Valley CC – Pleasant Hill
Diablo Valley CC – San Ramon
Las Positas CC – Livermore
Ohlone CC – Freemont
Evergreen Valley CC – San Jose
Mission College – Santa Clara
West Valley CC – Saratoga
Cabrillo College - Aptos
Helping tax concerned clients nationwide
Call: (844) 777-5888
Email Us
Arizona Headquarters:
6424 E Greenway Parkway
STE 100
Scottsdale, AZ 85254
California Branch:
4695 Chabot Drive
STE 200
Pleasanton, CA 94588
Serving Tax Concerned Clients Nationwide
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