About this Event
Flip the script on your taxes! Don’t let Uncle Sam retire on your dime!
Join us for an exclusive, in-person seminar designed to help you finish 2025 strong with proven end-of-year tax strategies that can save you money now and in retirement.
Hosted by Life Strategies Financial Partners at The Pinnacle Club in Augusta, this session will feature:
Kelly Renner, MSF, CFP® — the only Ed Slott Elite IRA Advisor in the Augusta area, trained by America’s IRA Expert and backed by exclusive Ed Slott strategies and content.
We will also have Michelle Anthony, CPA — owner of Lighthouse Business & Risk Solutions Inc., available to answer your toughest questions.
What you’ll learn:
- Why Roth conversions (including back-door Roths) may be a smart move before year-end
- How high-income earners can maximize savings beyond 401(k) contributions
- Hidden IRA tax traps and how to avoid them
- Smart strategies for reducing taxable income before December 31st
- Exclusive, new Ed Slott content.
The evening includes engaging educational discussions, actionable strategies, and a Q&A session with Kelly Renner. You will gain direct access to professional insights and that can impact your financial future.
Seats are limited! Secure your spot today and take advantage of this unique opportunity to learn from nationally trained retirement experts right here in Augusta.
Reserve your ticket now and flip the script on your taxes before year-end!
Date & Time: Friday, November 21, 2025 | 6:30 PM
Location: The Pinnacle Club - 699 Broad St., Augusta, GA
Entry Fee: $30 per person
*Life Strategies Financial Partners, LLC provides advisory services through Rossby Financial LLC, a Registered Investment Advisor. Life Strategies, LLC and Rossby Financial, LLC are not affiliated. Life Strategies Financial Partners, LLC and Rossby Financial, LLC do not offer legal advice.
Event Venue & Nearby Stays
Pinnacle Club, 699 Broad Street, Augusta, United States
USD 36.73
