FREE ONLINE WORKSHOP

The Tax-Efficient Retirement Workshop

Discover the 3 IRS Rules That Could Cost You Thousands in Retirement — And What You Can Do About It

Thursday, April 16 at 7:00 PM CT

~45 Minutes • No Cost • No Obligation

Reserve Your Free Seat

What You'll Learn

Why your 401(k) or IRA could be taxed at a higher rate than you planned
The 3 IRS rules most retirees don't know about — but should
How the "tax-efficient bucket" works and why most people have never heard of it
A repositioning strategy used by banks and corporations for decades
Whether this approach could work for YOUR specific situation

Is This Workshop For You?

You're within 10 years of retirement — or already retired
You have a 401(k), IRA, pension, or other retirement savings
You've saved $100K+ and want to keep more of it
You're concerned about rising tax rates eating into your retirement
Your advisor focuses on growth but never mentions taxes

Reserve Your Spot

Join us live. Seats are limited to keep the session interactive.

What Attendees Are Saying

Join hundreds of Memphis-area residents who are taking control of their retirement taxes.

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"I had no idea my 401(k) was going to be taxed this heavily. This workshop opened my eyes."

— Workshop Attendee

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"Tristan explained everything in plain English. No jargon, no pressure. I'm so glad I showed up."

— Retired Teacher, Memphis

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"I've had a financial advisor for 15 years. Not once did he mention any of this."

— Business Owner, Germantown

Meet Your Hosts

Doug Morris

Over 20 years of tax preparation experience in the Memphis area. Doug sees firsthand how retirement taxes affect his clients — and that's why he brought Tristan on board.

Tristan Morris

Tax-Efficient Retirement Division. Tristan specializes in strategies that help retirees keep more of what they've earned. He focuses on the intersection of tax planning and retirement — the gap most advisors miss.