The Year 2020 Educational Tax Planning Event

- Informed People Simply Pay Fewer Taxes - 


Offered through The Prepare Institute

A Non-profit National Educational Institution

The Prepare Institute is a national non-profit educational institution that provides college style retirement education courses and classes for adults between the ages of 55-75. These courses classes provide unbiased information in all areas of retirement and estate planning, and are for general, non-commercial education only.

This webinar provides up-to-date tax planning information to help people properly understand tax rule and law changes, deadlines, and tax-efficient planning opportunities before the end of the year.
October 29, 2020 at 6:30 p.m. 

The Prepare Institute’s Tax Class will cover many areas of taxation, such as:

  • Learn the retirement rule, law and guideline changes from the Cares and Secure Acts that went into effect this year.

  • Learn how to adapt properly to the new retirement rules and tax laws.

  • Learn how the tax code works and how different types of assets and incomes are taxed in retirement. 

  • Learn how to properly diversify your tax risk among three taxation structures.

  • Learn how to minimize the taxation of your Social Security benefits. 

  • Learn how to save the most tax-efficient way for retirement. 

  • Learn why experts say tax rates must revert to much higher rates as in the past and how these future tax increases can affect your retirement plan. 

  • Learn about the currently available tools and strategies to protect yourself from higher taxes in the future and reduce or eliminate taxes in retirement.

  • Special planning opportunities only available this year

  • End of 2020 planning deadlines

  • Case studies and examples

There are two systems of taxation in our country;  one for the informed who pay fewer taxes, and one for the uninformed who pay more taxes. Which one of these systems do you use?  Fortunately, there are ways to limit or eliminate taxes in retirement if you know what you are doing.  This starts by properly understanding how the tax code works and how each type of retirement assets and income are treated tax-wise. 

All attendees of the course receive a complimentary 2020 updated tax reference guide

View Video of Previous Tax Class

Class Attendee Comments

"The class was informative, organized, well presented, held my attention and was well worth the time.  Several issues were brought to light that we had not considered.  

I highly recommend the class." - Karen G

"This is the exact education and information I have been looking for my whole life. This course needs to be made available in every city." - Evelyn M.

"This course is tremendously valuable as retirement education is lacking in America as it is not taught in colleges and through employers." - Mark K.

"This course covered topics no one has ever discussed with me before. " - Benjamin J.

"Really excited about the class and things we learned; being able to put a plan together." - Chris P.

"The quality of information and education provided by this course is excellent.  Plus, it is presented and explained in easy to understand terms and examples.   I highly recommend this class to anyone who cares about their retirement plan." - Julie C. 

This is a live event and you can register here:
October 29, 2020 at 6:30 p.m. 

This is a free educational event for the public offered by the Prepare Institute.

If you have questions or seek more information, please contact The Prepare Institute:


The Prepare Institute is recognized by the IRS as a 501(c)3 non-profit educational institution that provides educational retirement planning courses and classes nationwide. Our instructors are licensed and trained financial professionals with a minimum of 10-years of real-world experience in their field. The Prepare Institute courses do not promote or endorse any specific products or companies, and no selling is allowed. The Prepare Institute educational  courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial and/or tax professional familiar with the course material prior to implementing any of the principles and strategies taught or discussed in the course.

Copyright 2019 The Prepare Institute