Plain-English sessions on
retirement tax strategy.
60 minutes. Real numbers. No sales pitch. Designed for households 55+ thinking seriously about how taxes will shape the next 30 years of their financial life.
Topics we rotate through
Each workshop is self-contained — attend one or all four.
Avoiding the Tax Cliff in Retirement
The three 'cliffs' in the tax code most retirees walk into without warning: IRMAA, Social Security taxation, and RMD bracket creep. What to do before you hit them.
Roth Conversions Before RMDs Hit
The 5-7 year window between retirement and age 73 — when your tax bracket is the lowest it'll ever be. Why most retirees miss it, and how to use it.
Tax-Smart Retirement Income
The order you draw down accounts matters more than most retirees realize. We'll walk through a framework for sequencing withdrawals to minimize lifetime tax.
What Your CPA Probably Isn't Telling You
The difference between filing a return and planning your taxes. The 5 high-leverage moves most retirees never hear about — and the 7 questions to ask your CPA.
Get on the list.
We're scheduling our next round of workshops now. Drop your email and we'll be the first to tell you when one's near you (or available virtually).
No pressure. No spam. Just an email when there's a workshop near you.
What to expect.
60 minutes
Plus optional Q&A. We respect your time. Most attendees stay for the questions because they're the best part.
Western New York
Held in select Western NY venues — Buffalo, Niagara, Lockport, Rochester metro. Virtual options available for those outside the region.
No sales pitch
Real numbers. Plain English. Most attendees walk away saying it's the most useful hour they've spent on retirement planning.
Prefer a one-on-one conversation specific to your situation?