Updated For 2026: live retirement tax workshop - 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.

This is specifically only for those who have over $1mm dollars in retirement assets.

Next Session: Wednesday, June 3rd at 12pm EST

Updated For 2026: live retirement tax workshop - 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.

This is specifically only for those who have over $1mm dollars in retirement assets.

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 Host

Stephen Bene, 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.

This isn’t financial theory or generic advice.

It’s the real-world framework he uses with clients every day to help them:

Avoid unnecessary taxes

Create tax-efficient income

Protect their wealth and legacy

All distilled into one proven system you can follow, even if you’ve already started retirement or feel overwhelmed by where to begin.

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.

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.