Retire Happy and Afford Your Bucket List

Date
06/18/2025 6:00 pm

Description

Retire Happy and Afford Your Bucket List

What you will learn:

  • How major tax savings can allow you to Retire 5-15+ Years Earlier
  • Create up to Double your Expected Retirement Income with advanced Social Security, pension, and tax strategies
  • How to do BIG Roth IRA Conversions; Pay NO Federal Income Tax; and ADD $Millions to your family's net worth
  • How to pay ZERO Income Tax in 2025 and recover federal tax paid during the last 3 years
  • How a Roth IRA Private Pension can Generate 8-12% Tax-Free Annual Income
  • Why traditional IRAs and 401ks are a Ticking Time Bomb!
  • How a Couple normally spent $50,000/year; hoped for $75,000 of retirement income; and got over $130,000 of annual retirement income

6:00PM Seminar Followed By A Free Dinner

Location: Pyle Adult Recreation Center, Globe Room
655 E. Southern Avenue
Tempe, AZ 85282

Directions: This is a stand-alone building 50 yards NW of the main Tempe Public Library.
Do NOT enter the library.
Refreshments Served During the Seminar.

Seating is limited. Reserve your seat today. Questions? Email This email address is being protected from spambots. You need JavaScript enabled to view it..

Dr. Wong has over 40 years of experience, earned his Ph.D. in Economics from UC Berkeley (1974), and passed the CPA exam (1979). He is a financial educator, has authored hundreds of published works, and has appeared on over 400 TV and Radio programs heard by over 1 million people.

Office Address

90 South Kyrene Rd
(Says Suite 1 on the front door)
Chandler, Arizona 85226

Click here to schedule a FREE Strategy Session
with Dr. Wong

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