MAKE YOUR LIFE LESS TAXING!

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GET NOTIFIED OF FUTURE SEMINAR DATES

If you’d like to be notified of future seminars, complete the form below. We’ll add you to our email list and notify you when we schedule additional seminar dates.

Why Attend

When was the last time your accountant or financial advisor sat down with you and gave you some great future tax planning advice? If you said, “That’s never happened!” then you must attend our educational event filled with tax-saving ideas and strategies that could help you shrink your tax bill.

What You’re Going To Learn

The multiple big tax problems created by your IRA, 401(k), etc., and a government approved solution.
How to get to a ZERO income tax bracket in retirement.
Get more out of your Social Security by getting rid of the taxes on it.
How the amount you are putting away in your IRA, 401(k), etc. can hurt you later.
Why taking a lifetime pension option verses a lump sum can be a big tax mistake.
Why building a TAX-FREE INCOME plan is the smartest thing you can do and how to do it.
Right and wrong ROTH IRA conversion strategies.
What RMDs are and how to manage them properly.
Why a 529 plan may not be the best way to plan for college.
How to avoid the 10% penalty on early withdrawals from IRAs.
And many more advanced tax-saving strategies.

Course Instructors

John Goodhue

FIDUCIARY ADVISOR

John practiced law in the areas of finance and securities and consulted with many companies going through the public offering process. As a result, he learned how the ultra wealthy really invest their money, which is the opposite of what most people do today. John began a wealth management company where he helps retirees live a stress- and anxiety-free retirement by using the same rules the ultra wealthy use to grow and preserve their money.

Brian Gray

FIDUCIARY ADVISOR

As a part of an elite group of advisors, clients and advisors turn to Brian for his in-depth knowledge of retirement planning. Featured in Fortune, Money and Fox Business, Brian has a passion for educating and helping people set up solid plans for a happy retirement.

Ray Stein

FIDUCIARY ADVISOR

After spending over 5 years educating others to trade stocks, options, futures and Foreign Exchange markets, Raymond enjoys making complex financial concepts easy to understand, including how to utilize today’s financial tools in retirement. Raymond earned his Finance degree from the University of Colorado and is a Series 65 Investment Advisor Representative, as well as holding his Life and Health licenses.

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Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Asset Protect One, Inc. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.