Updated for 2026: Live Retirement Tax Workshop, Fri, Oct 16 - Limited Seating
"Learn The 3 Secrets To Reduce Taxes In Retirement Without Reducing Your Current Lifestyle"
And How You Can Do It Even Without Changing Your Spending Habits...
"Learn The 3 Secrets To Reduce Taxes In Retirement Without Reducing Your Current Lifestyle"
A free 60-minute live workshop for people with $500k+ in retirement savings who are retired or retiring in the next 10 years
Here's What You'll Discover:
Secret 1: The "silent partner" in your 401(k) and IRA. Why Required Minimum Distributions can push you into a higher tax bracket, and the window before they start when you can plan ahead
Secret 2: Why up to 85% of your Social Security can be taxed. How the order you withdraw from your accounts may change how much of your benefit you keep.
Secret 3: The tax trap most married couples never plan for. What can happen to a surviving spouse's taxes, and decisions you can make today while you're both here.
Here's What You'll Discover:
The Hidden Tax Traps in Retirement and How to Avoid Them: Learn how taxes can silently erode your retirement savings and the steps you can take now to avoid common tax pitfalls.
How to Create a Tax-Efficient Retirement Plan: Discover strategies to minimize taxes while protecting and growing your wealth with the guidance of a Certified Financial Fiduciary.
The Keys to Protecting What You've Built Over a Lifetime: Uncover ways to secure your hard-earned assets and ensure they last through retirement while maintaining the lifestyle you enjoy.
Meet Your Hosts
Stephen Bene, Certified Financial Fiduciary
Co-Founder of Beneficial Wealth
Jeffrey Costello, Certified Financial Fiduciary
Co-Founder of Beneficial Wealth
Meet Your Hosts
Stephen Bene, Certified Financial Fiduciary
Co-Founder of Beneficial Wealth
Jeffrey Costello, Certified Financial Fiduciary
Co-Founder of Beneficial Wealth
Learn The Framework To Confidently Navigate Retirement Taxes and Keep More of What You’ve Earned
Stephen and his team have packed everything they've learned from years of guiding individuals and families through this process – important strategies and insights, mistakes to avoid – into this workshop.
Seats are limited. Wednesday, October 16 at 2:00 PM ET.
FAQ
Is the workshop really free?
Yes, it's completely free to attend. There's no cost and no credit card needed. Just register with your name, email and phone number to save your seat.
When is it, and how long does it last?
The workshop is live on Friday, October 16 at [TIME] ET. It runs about 60 minutes, including time at the end for live Q&A with Stephen and Jeffrey.
Will there be a replay or recording?
No. This is a live-only workshop and no replay or recording will be provided. To get the full value and ask your questions, please plan to join live and add it to your calendar after you register.
How do I join?
It's held online, so you can join from your computer, tablet or phone. After you register, you'll receive your join link by email and text, plus reminders before it starts.
Who is this workshop for?
It's designed for people with $1M or more in retirement assets who are retired or planning to retire in the next 10 years, and who want to reduce the taxes they'll pay in retirement.
Do I need to prepare anything?
Nothing is required. It helps to know roughly how your savings are split between pre-tax accounts (like a 401(k) or traditional IRA), Roth accounts and taxable accounts, so you can apply the strategies to your own situation as you watch.
Who are the hosts?
Stephen Bene and Jeffrey Costello are Certified Financial Fiduciaries and the co-founders of Beneficial Wealth. As fiduciaries, they're legally required to act in their clients' best interests.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Beneficial Wealth. Beneficial Wealth is a separate and unaffiliated entity from Simplicity Wealth.
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, 303-797-9080. Beneficial Wealth is not affiliated with The Leaders Group, Inc.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Beneficial Wealth. Beneficial Wealth is a separate and unaffiliated entity from Simplicity Wealth.
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, 303-797-9080. Beneficial Wealth is not affiliated with The Leaders Group, Inc.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through Beneficial Wealth. Beneficial Wealth is a separate and unaffiliated entity from Simplicity Wealth.
Securities offered through The Leaders Group, Inc. Member FINRA/SIPC, 475 Springfield Ave., Summit, NJ 07901, 303-797-9080. Beneficial Wealth is not affiliated with The Leaders Group, Inc.