For Anyone Tired of Watching Their Retirement Fluctuate With Every Headline
How to Legally Shrink Taxes on Your Retirement Accounts …and Potentially Double Your Spendable Income
Most retirees obsess over “rate of return.” Kevin Brunner focuses on what actually hits your bank account after taxes and volatility — your net, net income. Join this 60‑minute live training to see how smart retirees are converting taxable retirement accounts into tax‑free income streams.
Are Taxes Quietly Stealing Your Retirement?
You’ve spent decades doing everything “right”
You saved diligently
You built up your 401(k), IRA, and other retirement accounts.
You trusted the markets and your advisor.
But now the real question is here:
How do you turn what you’ve saved into the maximum spendable income… without getting crushed by taxes and market swings?
Most people have no idea how much taxes and volatility are eroding their lifestyle in retirement — and many financial advisors don’t fully understand it either.
This live Financial Education Summit will show you how to reclaim more of your money and build more predictable, tax‑efficient retirement income.
In This Free Webinar, You’ll Discover:
The difference between “average return” and “actual return”
Why a portfolio that “averaged 7%” can leave you with far less than you expected — and how volatility silently eats away at your nest egg.
How taxes may be cutting your net income in half
The simple way to see the real impact taxes are having on your retirement — and why focusing on “pre‑tax balances” is a dangerous illusion.
A practical framework to convert taxable accounts into tax‑free income
How some retirees are moving money from tax‑deferred to tax‑free accounts in a strategic, tax‑aware way so more income shows up in their pocket.
The “Net, Net Income” method Kevin uses with clients
Why rate of return is only the first number — and how to re‑engineer your plan so your lifestyle, not your statements, drives the strategy.
How to reduce portfolio volatility while supporting your income needs
Why “just ride it out” may not be a plan when you’re drawing income — and steps to help smooth out the ride in retirement.
The conversation your advisor probably isn’t having with you
Kevin will walk you through the exact questions to ask so you can quickly see if your current plan is truly optimized for taxes and volatility.
Secure Your Seat Now
📅 Wednesday, December 3rd, 2025
🕐 1:00 PM PST
What Our Clients Say
Watch real client success stories
Cheyenne
FedEx Contractor • 2 weeks ago
"It's meeting needs currently and in the future. It's even being passed on to our kids!"
Ron
Property Investor • 3 weeks ago
"The income is more than the net I was getting on my properties that I sold!"
Clark
Property Investor • 1 month ago
"We had the flexibility to retire without the loss of income!"
This Webinar Is Perfect For You If…
You’re approaching retirement or already retired and depend on your savings for income.
Most of your wealth is in tax‑deferred accounts (401(k), 403(b), IRA, TSP, etc.).
You’re worried about rising taxes and what they could mean for your lifestyle
Market ups and downs make you nervous about taking withdrawals during a downturn.
You feel like your current advisor talks a lot about returns, but not much about taxes or real spendable income.
Meet Your Host:
Kevin Brunner, CTBA
Senior 537 IST Strategist, Q-1031 Exchange Solutions
With over two decades of expertise in tax deferral strategies, Kevin has personally guided 3,800+ property investors through successful 537 IST implementations, helping them defer over $500 million in capital gains taxes.
Kevin Brunner has:
Been featured in Forbes as a trusted financial advisor.
Conducted hundreds of public education seminars for retirees and pre‑retirees.
Trained thousands of financial advisors at major brokerages on retirement income, taxes, and risk.
Kevin understands what most advisors overlook:
“Retirement isn’t about chasing the highest rate of return. It’s about maximizing your net, net income — what you actually get to spend after taxes and volatility.”
During this session, Kevin will pull back the curtain on the same concepts he uses with his own clients — in plain English, with real‑world examples.
What You’ll Walk Away With
By the end of this live class, you’ll have:
A clear picture of how much taxes and volatility may be costing you right now.
A better understanding of tax‑free vs. tax‑deferred vs. taxable accounts — and how they impact your long‑term income.
A simple, actionable checklist of questions to take to your advisor (or use yourself) to evaluate your current plan.
Insight into strategies that may help you increase your spendable income without needing to chase higher risk.
You’ll leave with more clarity, more control, and better questions than 90% of retirees ever ask.
Seats for this live session are limited to keep it focused and interactive.
Webinar Details:
📅 Date: December 3rd
🕐 Time: 1:00 PM PST
💻 Format: Live online webinar (attend from anywhere)
💲 Cost: Free (registration required)
👉 Click below to secure your spot now.
Frequently Asked Questions
Q: How much does it cost to attend?
A: The webinar is completely free. You just need to reserve your spot with your name and email so we can send you the access link and reminders.
Q: Will there be a replay?
A: This is a live educational event. A replay may be available, but attendance live is the only way to participate in any real‑time Q&A and benefit fully from the session.
Q: Is this just a sales pitch?
A: No. This is first and foremost a financial education summit. Kevin’s goal is to teach you how taxes and volatility impact your retirement income and show you frameworks you can discuss with your advisor. If you’d like help implementing any strategies afterward, you’ll have the option to request a conversation — but there is no obligation.
Q: Do I need to already have an advisor?
A: No. Whether you currently work with an advisor or manage your own investments, this training will give you clarity on what’s really driving your retirement outcome.
Q: Will you give me personal tax or investment advice on the webinar?
A: The session is educational in nature. Kevin will cover concepts, strategies, and examples, but cannot provide individualized tax, legal, or investment advice during the webinar.
You spent your entire life saving this money. Now it’s time to learn how to keep more of it working for you — not the IRS or the market.
👉 Yes, I Want to Learn How to Maximize My Net, Net Retirement Income
