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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

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.

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. 

Name(Required)
Name of Your Plus One(Required)
Would you like us to reserve a room for you at the resort?(Required)
Rooms are first come first serve until availability is full.
Will You Be Staying Afterwards For One Of Our Activities?(Required)
(If You Plan to Take Part in One of Our Activities, Please Use the Registration Buttons Below.)

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

Name(Required)

Book Your Wine Tasting Activity

Name(Required)

Book Your Spa Activity

Name(Required)