Less for Uncle Sam. More for you.

What if your best deals grew tax-free—and stayed tax-free in retirement (when structured correctly)?

This Focus Group keeps the spotlight on outcomes: keep more, pay none.

We explore how investors think about designing deals for tax-free treatment, where people accidentally lose the benefit, and how tools like Self-Directed Roth IRAs fit into the picture—without getting lost in jargon.

Sessions may feature community case studies, rotating topics, and at times guest speakers or providers. Q&A included. You’ll always know when a presenter represents a service or sponsor. Bring your curiosity (and your notebook).

Educational only. Not tax, legal, or investment advice.

Details:

• Meets: 4th Thursday monthly
• Members Only: First-time guests may attend free with a guest pass
• Heads Up on Registration:

  Since this group meets online, there’s a quick two-step registration process. First, hit the blue “Pre-Register” button on the event page. That’ll trigger an email with a link to Zoom’s registration page—fill that out and Zoom will send you the actual join link. Takes about a minute, but keeps the group secure.