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Free Tax Clarity Framework Training
How People Planning for Retirement With $500K or More Protect Six Figures in Retirement Savings Before They Retire
Tuesday or Thursday
at either 11:30 am or 6:30 pm
Presented by CACIV Consulting and Tax · Educational purposes only
What You'll Learn in This Free Training:
The Retirement Tax Trap
Why 73% of pre-retirees assume taxes decrease in retirement and why the opposite is often true for people with meaningful savings
The Planning Window
The window that exists only before you retire and closes the day your income sources turn on permanently
Hidden Tax Consequences
How Social Security, 401k withdrawals, and RMDs stack together in ways nobody warned you about
The $140,000 Difference
Same retirement, same savings, different sequence — how coordinated decisions change the lifetime tax picture
The 4-Step Tax Clarity Framework
The exact framework for reducing your lifetime tax burden without aggressive strategies or replacing your current advisors
Learn the coordinated tax planning framework that helps people planning for retirement with $500K or more keep six figures more of what they've earned.
Are you within 3–15 years of retirement? This free training walks you through the three tax decisions that determine whether you keep your retirement savings — or hand a significant portion to the IRS unnecessarily. Built specifically for people with pensions, 401ks, Social Security, and multiple income sources.
This Class is for you if...
✅ You have $500K or more in retirement accounts and want to protect what you've built
✅ You have multiple income sources — pension, 401k, Social Security — and want to understand how they interact from a tax perspective
✅ You're not sure how to sequence withdrawals or time income sources to minimize your lifetime tax burden
✅ You've heard about Roth conversions but don't know if, when, or how they apply to your situation
✅ You feel like your CPA and financial advisor aren't coordinating with each other
✅ You want clarity on what your actual retirement tax bill looks like before it's too late to change it
Bonus: Tax Clarity Framework Guide PDF
Register today and receive the complete Tax Clarity Framework Guide — the same framework covered in this training — yours to keep at no charge.
Frequently Asked Questions
Q: How long is the class?
A: About 60 minutes — structured, practical, and packed with actionable education specific to retirement tax planning.
Q: Is there a cost to attend?
A: None whatsoever — this is complimentary from CACIV Consulting and Tax.
Q: What do I need to join?
A: Any device works. A laptop gives you the best experience for following along with the examples.
Q: What happens after I sign up?
A: You'll get a confirmation email with your access details, the Tax Clarity Framework Guide PDF, and reminders before the session.
Q: Will I be pitched on the call?
A: This training is educational — presented by CACIV Consulting and Tax for informational purposes only. At the end we'll share how to get a personalized Tax Clarity Roadmap if you want to take the next step. No pressure.
© 2026 All Rights Reserved.
Hosted by Chad Centorbi, CFS® CES™ · CACIV Consulting and Tax · This training is for educational purposes only and does not constitute tax, legal, or investment advice. CACIV Consulting and Tax is a separate entity from Centorbi Financial Group, Inc.