Seminars

For more information on our 2026 seminar calendar,
please fill out the form below!

About the Class

INCREASE YOUR LIFETIME TAX-FREE WEALTH — UP TO 97%

Introducing the New Roth Blueprint: Convert Your IRA with No Out-of-Pocket Costs

Join us for a powerful educational workshop where you’ll discover:

  • Why IRA conversion is your top priority under the extended tax cuts
  • The 5 hidden negatives inside every IRA — and the one move that eliminates them all
  • How RMDs can spike your tax rate — possibly up to 39.6% by 2026
  • The “double compounding” cost that could quietly drain over $500,000 from your retirement
  • How to block IRMAA taxes from hijacking your Social Security (premiums are rising!)
  • Smart conversion strategies that avoid shrinking your account or jumping tax brackets

If your IRA is $250,000 or more, this is your chance to unlock its full potential.

SEATING IS EXTREMELY LIMITED

Only 2 Adult Guests (Age 55+) per household

Thursdays:
Sept. 25 & Oct. 2
6:30 p.m. to 9:30 p.m.

OR

Tuesdays:
Sept. 30 & Oct. 7
6:30 p.m. to 9:30 p.m.

RSVP

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Financial Seminars and Workshops in Fresno, California

Do you have questions about your retirement? Mason Street Wealth Management is here to help!
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