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Alpha Wealth 2018 Retirement Boot Camp Series:


New Year, New Tax Laws

March 3, 2018 10:00a - 12:00p Central Standard Time

What's your retirement tax plan? Sometime between now and April 15th, tens of millions of Americans are going to stroke a check to the I.R.S. But this doesn't mean you have to. At this workshop you we will share ideas on how to minimize your taxes year in and year out, create tax-free income in retirement, and make sure the government doesn't get it's grubby hands on what you leave to your children. ----- Investment Advisory Services offered through Retirement Wealth Advisors, (RWA) a Registered Investment Advisor. Alpha Wealth Group and RWA are not affiliated. This seminar is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that the presenter does not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.


Estate Planning Fundamentals

April 7, 2018 10:00a - 11:30a Central Standard Time

Lower Level Conference Room

If you think about the real priorities in your life … The stuff that really matters … It’s your family, right? And the single most important thing you could do for your family … is to ensure that when you do pass away … your estate is protected. Because if you don’t have an estate plan … Everything you own could be tied up in courts for years. It could cost your estate tens of thousands of dollars in probate and legal fees. And it could even get double-taxed by the government! Learn how you could avoid all of this by attending our upcoming workshop Estate Planning Fundaments presented by Tom Fortino, host of the Alpha Wealth Hour on AM 560.

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