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      Retire Smart Austin Banner

      Retire Smart Austin | Episode 217

      Leah Woodford 00:00 Hi, and welcome to Retire Smart Austin. I’m Leah Woodford, and with me today is Phil Capriotti Sr and John Solyman CRPC of Empower Wealth & Tax. Welcome back

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      Retire Smart Austin Banner

      Retire Smart Austin | Episode 216

      They don't plan on their retirement while they're working. They work, work, work, work, and they don't plan their exit while they're working. And this is when things go sideways.

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      Retire Smart Austin Banner

      Retire Smart Austin | Episode 215

      We want convenience, accuracy, and we want to make sure that our best interests remain in the front and foremost priority of the advisor we're speaking to.

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      What's New

      2026 Retirement Income Planning: A Practical Guide to Turning Savings Into Paychecks

      Retirement planning changes once the paychecks stop. In your working years, the goal is usually growth. In retirement, the goal becomes reliable income, tax efficiency, and protecting your lifestyle—all while navigating market

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      A Well-Rounded Financial Plan Starts With the Whole Picture

      When people think about “financial planning,” they often picture investing—choosing funds, watching the market, or trying to pick the right time to buy. But a truly well-rounded financial plan is bigger than

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      Retirement in 2026: 7 Smart Moves to Turn Savings Into a Paycheck (and Sleep Better Doing It)

      Retirement planning in 2026 isn’t just about “saving more.” It’s about building a reliable income plan, keeping taxes predictable, and making sure your money is positioned to handle inflation, market swings, and

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CLIENT PORTAL

Celebrate Tax-Free Retirement
At Our Gala

Invite a Friend and Join Us At Our Complimentary Gala
at Horseshoe Bay Resort & Yaht Club

December 7-10, 2024

Register Today
Phil Capriotti Teaching a Retirment Masterclass at the Yacht Club in Horseshoe Bay

Celebrate Your Future at the Tax-Free Retirement Gala!

Prepare yourself for an extraordinary weekend getaway at the Tax-Free Retirement Gala, an exclusive event designed to empower your financial future. Nestled in the serene and luxurious setting of Horseshoe Bay Resort and Yacht Club, this event is your gateway to complimentary relaxation, enjoyment, and invaluable retirement planning insights.

Register Today

What To Expect

This gala is more than just a weekend retreat; it’s a transformative experience to learn about tax-free retirement strategies. We believe in building a community of informed and empowered retirees, and this event brings together our valued clients to share knowledge and celebrate the journey towards a tax-free retirement. 

  • Connect with like-minded individuals committed to tax-efficient retirement.
  • Indulge in an elegant gala dinner
  • Enjoy seamless transportation from the hotel to the venue for ultimate convenience.
  • Delight in an exclusive wine tour
  • Dive into a relaxing round of golf
  • Rejuvenate with luxurious massages and spa services
  • Open bar included

Register For the Gala Today

Fill out the form to secure your spot at the Tax-Free Retirement Gala. Celebrate your journey towards a tax-free retirement with us. We can’t wait to welcome you to this transformative, completely free experience!

How to qualify:

To be part of this exclusive event:

  • You must be currently working with us.
  • You should have executed at least one or two Roth conversions in the past few years or have a history of Roth conversions spanning 10-15 years.
  • Please refer someone to the event.

Book Your Gala Activity

Golfing
Wine Tasting
Spa

Book Your Golfing Activity

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