Events
The Roth Conversion Workshop – The 0% Tax Strategy
By 2035, experts predict tax rates could soar as Social Security, Medicare, and the national debt consume all federal revenue. Your 401(k) and IRA withdrawals could become an easy target for higher taxes, with every pre-tax dollar potentially taxed 30–50% more than today. A Roth Conversion lets you lock in today’s historically low rates, creating a bucket of tax-free income for life.
Indulge in a selection of Gourmet Hors D'oeuvres and California Fine Wines.
What You'll Discover at this FREE Workshop:
Turning taxable retirement savings into tax-free income, without paying taxes out of pocket.
The key Roth conversion benefits many people overlook.
How timing your conversions may help you take advantage of today’s historically favorable tax rates.
Common Roth conversion mistakes that can be costly, and how to avoid them.
How smart tax-bracket planning may help reduce Medicare premiums (IRMAA).
Strategies that may help lower taxes on your Social Security benefits.
How Roth planning can play a role in creating a more tax-efficient legacy for your family.
We want you to have a great evening while learning something valuable!
Come on in, sit back, and enjoy. If you have questions afterwards, Stephen is happy to help – but there's no pressure and no sales pitch.
Save the Date:
When: Tuesday, January 13, 2025
Time: 6:30 PM
Where: Matisse Bistro | 19800 MacArthur Blvd, Irvine CA 92612
RETIREMENT EVEREST MOVIE EVENT
The Financial Danger Begins at Retirement
Join us for the screening of Retirement Everest — a powerful and eye-opening movie event that uncovers the hidden challenges and risks that could impact your retirement.
This insightful film exposes the common mistakes many retirees make, often without realizing it and shares practical strategies to help you protect your nest egg, minimize taxes, and make your money last a lifetime.
Hosted by Becker Wealth Management, this complimentary event is designed for individuals and couples approaching retirement who want clarity, confidence, and control over their financial future.
Seating is limited, so reserve your complimentary tickets today and experience Retirement Everest — an event that could change the way you think about retirement planning.
Retirement Everest Trailer
What You'll Learn:
How to navigate today’s changing retirement landscape
How to protect your savings from market downturns
The truth about hidden fees inside retirement accounts
How to create a plan that lasts as long as you do
Save the Date:
When: Tuesday, January 27, 2025
Time: 6:30 PM
Where: Regal Theater | Irvine Spectrum
From Concept to Celebration
Retirement Everest isn’t just an event—it’s an experience built on preparation, insight, and connection.
From setting up the venue and coordinating speakers to the team’s meticulous planning and attention to every detail, these behind-the-scenes moments capture the dedication, collaboration, and passion that bring Retirement Everest to life.
Step inside the action and see the effort, care, and commitment that go into making Retirement Everest not just an educational event, but a truly transformative experience for everyone who attends.
Because at Becker Wealth Management, we believe every great outcome starts with thoughtful preparation,and these photos give you a glimpse of that in action.