Financial Wellbeing Institute
Free Educational Workshop
Keep More, Leave More:
Taxes & Estate Planning
Educate. Empower. Excel.
Wednesday, September 16, 2026
11:00 AM – 12:30 PM
The Schoolhouse at Mainstreet
19650 Mainstreet, Parker, CO 80138
Free workbook and pen provided · light snacks · 30-minute live Q&A · no products sold.
Free · Reserve Your Seat
Save my spot at this workshop
Registration open — seats available
100% free. No products sold. No obligation of any kind.
What you'll learn
Two parts: Keep More, then Leave More
01
Keep More — the retirement tax traps most people miss
Social Security taxation, the Medicare IRMAA cliff, RMDs, withdrawal sequencing, and Roth conversion strategies that can quietly change your effective tax rate.
02
Leave More — protecting your legacy
Wills, trusts, powers of attorney, healthcare directives, beneficiary designations, long-term care planning, and the hidden income tax on inherited retirement accounts.
03
Live Q&A — bring your questions
A dedicated 30 minutes for your questions. Come with anything you’ve been wondering about — no question is too basic.
Is this for you?
This workshop is built for people who…
- Want to reduce taxes on their retirement income
- Have a traditional IRA or 401(k) and wonder about RMDs or Roth conversions
- Haven’t reviewed their will, trust, or beneficiary designations in years
Parking
Free parking on site
Free parking is available on site. No meters, no permits — just pull in and come on in.
Cost
Completely free
100% free to attend. No products are sold. No obligation.