Registration Confirmed

You’re in. See you Wednesday at 7:00 PM CST.

A confirmation is on its way by email and text. If it lands in spam, drag it to your inbox so you’re sure to get the class link.

Watch this first, 60 seconds from Alex
The Retirement Tax Trap · Wednesday, 7:00 PM CST
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Do these three things now

A little prep makes it worth your while

01
Step 1 · Block the time

Put it on your calendar

Add it with the button above and set a reminder, so life doesn’t get in the way. This kind of thing is easy to mean to attend, and then miss.

02
Step 2 · Show up live

Join us live if you can

Alex keeps time at the end for questions, and the live version is where it clicks. Log in a few minutes early so you don’t miss the opening.

03
Step 3 · Bring a notepad

Have something to write with

You’ll want to jot down the questions that come up about your own situation, those are the ones worth bringing to the Q&A.

One tip: if a spouse or family member helps make the big decisions, have them watch with you, or at least be on the same page beforehand.

Frequently asked

Questions before Wednesday

Is this really free? What’s the catch? +
Yes, the class is free. Alex teaches the whole thing live, it’s educational, and no products are sold on the class. If you’d like a no-cost review of your own situation afterward, he’ll show you how that works. No pressure either way.
Will there be a replay? +
Showing up live is best, that’s where the Q&A happens and you can ask Alex directly. Keep an eye on your email for any details.
Is this individualized advice? +
No. The class is educational and not individualized investment, tax, or legal advice. Any examples shown are hypothetical for illustration. Any recommendation would require a full review of your situation.
Do I need to know a lot about investing? +
Not at all. It’s taught in plain English for people at or near retirement. If you’ve saved responsibly and want a clearer picture, you’ll follow along just fine.
Can my spouse join too? +
Please do. If you make big decisions together, it helps for both of you to hear the same thing at the same time. One registration covers your household.