Secure Your Legacy for a Worry-Free Retirement

smart wealth & Estate strategies workshop

Discover the keys to reimagining retirement with a new perspective on asset protection, navigating the complexities of aging, and securing your financial future at our exclusive Smart Wealth & Estate Strategies workshop. 

Discover the Secrets to Navigating Retirement, Protecting Your Assets, and Overcoming the Overwhelming Challenges of Aging.

Learn to avoid potential financial catastrophes and gain the knowledge and lifeline you need to navigate the overwhelming journey of aging with confidence. Don't leave your future to chance - join us and unleash the power of a well-rounded team of professionals dedicated to empowering you with the knowledge to secure your legacy.

Don't let the fear of the unknown hold you back from securing your financial future.

Ignorance is not bliss when it comes to retirement planning and estate strategies.

It's time to break free from the stress and uncertainty – join our Smart Wealth & Estate Strategies Workshop and discover the eye-opening strategies that will revolutionize your approach to financial planning and aging.

Register Now for our Upcoming Workshop

Two Course Options to choose from:

Course Option #1

Tuesday, March 5th, 2024
6:00pm to 9:00pm

Course Option #2

Thursday, March 14th, 2024
6:00pm to 9:00pm

Introducing Smart Wealth & Estate Strategies Workshop

In this transformative workshop, we're committed to empower our students with a holistic grasp of intelligent wealth and estate strategies, empowering them to envision a life of fulfillment beyond retirement.

We aim to break free from the limitations of traditional asset protection thinking and educate participants on the intricate aspects of aging to avoid potential pitfalls. 

By the end of the class, our students will experience a profound "lightbulb" moment, navigating aging with confidence and clarity

We emphasize the importance of assembling a skilled team of professionals, ready to take on all aspects of your retirement years, transcending the notion of relying solely on one path of retirement, to ensure a secure and prosperous financial journey for their future.

Don't let yourself become another statistic. 

We understand the challenges and uncertainties you may be facing, which is why we created our Smart Wealth and Estate Strategies workshop. With our expertise, we're here to help you break free from the grip of these staggering statistics affecting retirees today.


44% of retirees struggle to afford basic living expenses


37% of retirees have no retirement savings left (an increase from 30% in 2022)


67% of Americans between ages 50 and 74 don’t have a formal retirement plan

These stats speak for themselves...

Nearly 7 in 10 Americans aged 50 to 74 lack a formal retirement plan, and a staggering 4 in 5 are missing essential retirement planning basics for financial security. 

Our Smart Wealth & Estate Strategies Workshop is your ticket to breaking free from the norm.

  • Expert guidance: Benefit from the wisdom and expertise of seasoned instructors who will provide you with the necessary guidance to navigate the complexities of retirement & legacy planning.
  • Vital insights: Gain crucial insights into effective strategies and best practices that will empower you to chart a successful path towards financial freedom for you and your family.
  • Secure and stress-free retirement: Be well-prepared for a retirement that is not only financially secure but also free from the burden of stress, allowing you to savor the well-deserved rewards of your efforts while enjoying complete peace of mind.

The consequences of not being prepared for your retirement & legacy are too significant to ignore...

Without the invaluable knowledge and support from our Smart Wealth & Estate Strategies Workshop, you risk becoming one of the 7 in 10 Americans aged 50 to 74 without a formal retirement plan, or worse, one of the 4 in 5 who lacks essential retirement planning basics for financial security.

Don't let the lack of preparation dictate your life, future, and legacy.

Take charge of your financial destiny and join us to discover the expert guidance and vital insights that will pave the way towards a worry-free retirement.
Secure your spot now and unlock the key to a fulfilling future that you and your loved ones deserve.

Invaluable knowledge & practical insights to secure your financial future

Life is full of unexpected twists and turns, and preparing for the inevitable challenges is essential to safeguarding your financial well-being.

Our comprehensive workshop unveils the crucial steps you need to take to protect yourself and your loved ones during life's most pivotal moments in retirement.

Here's a sneak peek of what you'll learn...

  • How Rising Inflation Impacts Your Retirement: Learn how to shield your retirement savings from the eroding effects of inflation and secure a comfortable future.
  • Withdraw Retirement Funds in a Declining Market: Discover effective techniques to safely access your retirement funds even during market downturns.
  • Apply Tax Strategies in a Down Market: Uncover smart tax strategies that can help you maximize your savings during challenging market conditions.
  • Avoid a 50% Tax on Your Required Minimum Distributions: Find out how to minimize taxes on your mandatory withdrawals and keep more of your hard-earned money.
  • Build a Tax-Free Retirement: Learn the secrets to constructing a tax-free retirement plan and enjoy the benefits of tax-free income.
  • Minimize or Eliminate the Taxation of Your Social Security Benefits: Understand how to optimize your Social Security benefits and minimize the impact of taxes on your income.
  • Properly Diversify Your Tax Risk Among the Three Tax Structures: Gain insights into diversifying your tax risk effectively among different tax structures for enhanced financial security.
  • How Tax Law Changes Impact Your Retirement and Legacy: Stay ahead of the curve by understanding how tax law changes can affect your retirement plans and estate.
  • Properly Use Estate Planning Techniques to Lessen or Eliminate the Tax Burden on Your Heirs: Discover powerful estate planning strategies to protect your wealth and ensure a smooth transfer to your heirs.
  • How to Create Your Own Rulebook Rather Than Getting Stuck with the Government's Rulebook: Take control of your financial destiny by learning how to create a personalized rulebook tailored to your needs.
  • The Importance of Wills, Powers of Attorney, and Trusts: Understand the vital role of wills, powers of attorney, and trusts in safeguarding your assets and ensuring your wishes are honored.
  • How to Protect Your Assets from the Nursing Home and Other Creditors: Explore effective asset protection strategies to shield your hard-earned assets from potential threats.
  • How to Protect IRAs and Other Retirement Accounts: Learn essential techniques to safeguard your retirement accounts from unforeseen circumstances and preserve your nest egg.
  • How to Protect Your Life Savings from Your Children's Divorce (and Remarriage): Discover proactive measures to shield your wealth from the financial risks associated with your children's divorces and remarriages.
  • Why Gifting Your Assets Away Now Can Spell Trouble in the Future: Gain valuable insights into the potential pitfalls of premature asset gifting and make informed decisions for long-term financial security.
  • How to Best Leave an Inheritance to the Kids and Grandkids: Learn effective strategies to leave a lasting legacy for your children and grandchildren, ensuring their financial well-being.

... and much, much more!

Secure Your Spot Now for our Upcoming Workshop

Seating is limited!

Two Course Options to choose from:

Course Option #1

Tuesday, March 5th, 2024
6:00pm to 9:00pm

Course Option #2

Thursday, March 14th, 2024
6:00pm to 9:00pm

Mastering Your Retirement Plan: Elevate Your Vision with Our Support & Expertise

At our workshop, we take pride in ensuring that every student walks out the door satisfied, armed with valuable knowledge and newfound confidence. 

Our experienced instructors go above and beyond to provide personalized attention, answer your questions, and address your concerns. 

Rest assured, we are committed to your success in this workshop and strive to exceed your expectations, making your learning experience rewarding and fulfilling.

Frequently Asked Questions

What will I learn in the Smart Wealth & Estate Strategies Workshop?

In the workshop, you will gain valuable knowledge about retirement planning, asset protection, tax strategies, estate planning techniques, and more. Our expert instructors will equip you with the essential tools and insights to secure your financial future.

Is this workshop suitable for someone who has already retired?

Absolutely! Whether you are approaching retirement, already retired, or planning for the future, our workshop caters to individuals at various stages of their financial journey. The strategies and guidance provided will be valuable regardless of your current retirement status.

How will this workshop benefit me personally?

By attending the workshop, you will learn how to navigate the complexities of aging, protect your assets, minimize tax burdens, and ensure a secure financial future for yourself and your loved ones. The insights gained will enable you to make informed decisions and take proactive steps towards financial security and peace of mind.

Who are the instructors leading the workshop?

Our workshop is facilitated by Walt West of West Advisory Group and Dan Reimer of Abernethy & Hagerman, LLC, two experienced professionals in the fields of financial planning, estate law, and retirement strategies. Our instructors bring a wealth of knowledge and expertise, ensuring that you receive high-quality education and guidance throughout the workshop.

Can I ask questions during the workshop?

Absolutely! We encourage active participation and value your questions. Our instructors will be available to address your queries. 

Register for the Smart Wealth & Estate Planning Workshop!

Two Course Options to choose from:

Course Option #1

Tuesday, March 5th, 2024
6:00pm to 9:00pm

Course Option #2

Thursday, March 14th, 2024
6:00pm to 9:00pm