Avoiding the Retirement Tax Trap
Join Logan Marcus and Don Spini, hosts of Cover Your Assets with Logan and Don, for a timely conversation about retirement taxes, Roth conversions and building a more tax-efficient retirement. Learn how taxes can impact your retirement income, when Roth conversions may make sense, and strategies designed to help you keep more of what you’ve earned and create a more tax-efficient legacy.
The 8:30 AM session is filled. Registration remains open for the 10:30 AM session below.
Choose Your Session
Both sessions are listed below. The 8:30 AM session is filled; seats are still available at 10:30 AM.
Morning Session
This session has reached capacity. Please register for the 10:30 AM session instead.
Late Morning Session
AC Hotel Tempe/Downtown
Join us at the AC Hotel Tempe/Downtown
100 E Rio Salado Parkway, Tempe, AZ 85281
Reserve Your Spot
The 8:30 AM session is filled and no longer accepting registrations. Complete the form below to reserve your seat for the 10:30 AM session.