Exclusive Roth Conversion Workshop — At No Cost
Roth Conversion orkshop
Events Details
Choose Your Preferred Session
Seating is strictly limited to 25 attendees per session
20 August 2026 6:00 PM CT
25 August 2026 6:00 PM CT
NIU Naperville – Room 121, 1120 E. Diehl Road, Naperville, IL 60563
Seating is strictly limited to 25 attendees per session
Your information is secure. We respect your privacy.
Lock In Tax-Free Income For Life Before Rates Climb
Discover Proven Roth Conversion Strategies Before Tax Rates Increase
If you have savings in a 401(k), 403(b), TSP, 457, or Traditional IRA, this may be one of the most important financial workshops you'll attend this year.
MEET NAVI
For years, I've helped pre-retirees and retirees make informed retirement planning decisions with clarity and confidence.
My goal isn't to sell you a financial product. It's to help you understand your options in plain English so you can decide what's right for you and your family.
What You'll Discover At This Workshop
How To Convert Retirement Savings Into Tax-Free Income
Learn how Roth Conversion strategies work and how many retirees use them to create future tax-free retirement income.
The 7 Benefits Of Roth Conversions Most People Never Hear About
Discover opportunities and planning advantages often overlooked during traditional retirement planning discussions.
Reducing taxes through smart bracket management
Learn how strategic planning may help reduce future tax liabilities and avoid unnecessary taxation over time.
Medicare Premium Planning (IRMAA)
Understand how income impacts Medicare premiums and why timing matters when considering retirement income strategies.
Social Security Tax Planning
Discover ways retirees may potentially reduce the taxation of Social Security benefits.
Legacy Planning Opportunities
Learn how Roth assets can create a more tax-efficient transfer of wealth for future generations.
Events Details
Choose Your Preferred Session
Seating is strictly limited to 25 attendees per session
20
August
2026
6:00 PM CT
NIU Naperville – Room 121, 1120 E. Diehl Road, Naperville, IL 60563
25
August
2026
6:00 PM CT
NIU Naperville – Room 121, 1120 E. Diehl Road, Naperville, IL 60563
The Retirement Tax Challenge Most Americans Never See Coming
For decades, you've worked hard and diligently saved for retirement.
But many retirees don't realize that the money sitting inside their Traditional IRA, 401(k), or 403(b) has never been fully taxed.
Every future withdrawal may be subject to whatever tax rates Congress decides to impose.
Many retirement experts believe taxes may increase substantially over the coming decade as government spending obligations continue to grow.
A properly structured Roth Conversion strategy may allow qualified individuals to:
Pay taxes at today's rates instead of potentially higher future rates
Create a source of tax-free retirement income
Reduce future Required Minimum Distributions (RMDs)
Potentially lower taxes on Social Security income
Leave a more tax-efficient legacy to heirs
Why Many Retirees Are Taking Action Now
The current tax environment has created what many financial professionals consider a unique planning opportunity. Waiting too long could mean:
Higher future tax rates
Larger Required Minimum Distributions
Increased Medicare premiums
Greater taxation of retirement income
Fewer planning options later in retirement
Who Should Consider Attending This Session?
This workshop is ideal for:
Individuals age 50 and older
Pre-retirees planning to retire within the next 10 years
Retirees currently drawing retirement income
Individuals with substantial balances in 401(k)s, 403(b)s, TSPs, or Traditional IRAs
Those concerned about future tax increases
Families seeking to create tax-efficient wealth transfer strategies
Frequently Asked Question
Is there a cost to attend?
No. This educational workshop is offered at no cost to attendees.
Will there be a sales presentation?
No products will be sold during the workshop. Our objective is to provide educational information and planning concepts.
Do I need a large IRA or 401(k)?
No. Roth Conversion strategies can be evaluated for various account sizes depending on individual circumstances.
Am I too old for a Roth Conversion?
Not necessarily. Many retirees explore Roth Conversion opportunities well into retirement, depending on their goals and tax situation.
Should I bring my spouse?
Absolutely. Since retirement income planning affects the entire household, couples are encouraged to attend together.
