May 1 2024, 2:00PM EST

Discover strategies that work towards achieving a successful, no-compromise retirement plan at our exclusive Tax-Smart Retirement Planning Event, even without prior financial knowledge, complex investments, or current savings.

Charlie Epstein

This FREE Workshop Will Equip You With All The Knowledge You Need To Start Planning ​​​​​​​TODAY

  • Learn how to plan a retirement that strives to benefit YOU – not the IRS.
  • Strive to eliminate three of the biggest compromises you’ll make in retirement.
  • Why taxes may be the biggest retirement risk you haven’t planned for.
  • How to identify and work towards eliminating 3 conflicts in your IRA or 401(k).
  • Why today’s market requires specialized planning to pursue your retirement goals.
  • How to calculate the total amount of taxes you may pay on your IRA or 401(k) in retirement.
  • Whether creating tax-free income from your current qualified account makes sense for you.

Meet Your
Webinar Speaker

Charlie Epstein

I remember when it was hard to figure out how to save for retirement. Many people worry about their financial futures and not knowing something is hard. It causes stress, confusion, and a feeling of not being ready for retirement.

Fortunately, I discovered the power of tax-smart retirement strategies. When I saw professionals having trouble with old ways of saving money, I knew I had to do something to help.

I became dedicated and spent every day giving advice, writing books, and running workshops on how to plan for retirement. My big break came when I authored "Paycheck for Life," which changed their retirement experiences.

After that, I promised to share my knowledge and experience with other people. I quickly became a guide for thousands of people, helping them figure out how to plan for their retirement in this complicated modern world.

Now, I see it as my duty to guide you on this journey. I think YOUR PURPOSE is to make sure you have money in the future and help other people do the same. That's why I'm here today.

My goal is to give as many people the tools they need to handle the risks of saving for retirement. With the New Rules of Saving for Retirement, anyone can do it.

For that, you only need to know a few specific things and be open to trying new things. So, if you want to change the way you think about retirement and join the many people who have already used my advice, sign up now.

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