As featured on Yahoo Finance
Free Live Wealth Max Webinar
Estate and Tax Attorney John F. Davenport, Esq. shows how retirees put their IRAs, appreciated stock, real estate and business proceeds to work: more income, less tax, and more for their families.
Pick your date below. Takes about 30 seconds — no cost, no obligation.
Free bonus: every registrant receives a copy of John's book, “The Wealth Maximization Method.”
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As featured on Yahoo Finance “Davenport & Associates Launches National Webinar Series”
Same presentation each night
Choose whichever evening suits you when you register. Can't make any of them? Register anyway — every registrant receives the replay.
What we'll cover
You've done the hard part: you built real wealth. Where most families fall short is knowing how to use it, for themselves and for their heirs. These three mistakes cost Connecticut retirees the most.
Waiting for required minimum distributions to decide how much comes out of your IRA and 401(k), and when. For large accounts that often means bigger taxable withdrawals later, higher brackets, and a tax bill your heirs inherit too.
Holding shares that pay little or nothing because selling would trigger a large capital gains tax. There are structures that let you sell, create retirement income, and still pass value to your family.
Downsizing the house, selling an investment property, or selling a business, and only thinking about the tax afterward. Plan first, and the capital gains tax can often be deferred while you shape your retirement income.
The Wealth Max strategies
Included with your registration
Can't make it live? We'll email you the recording to watch on your schedule.
Bring your questions. John answers them live at the end of every session.
A copy of John's book on using your assets for yourself and your heirs, at no charge.
Optional. Meet one-on-one with John's team by Zoom or phone and see how these ideas apply to you. Complimentary.
Your host
Estate and Tax Planning Attorney · Founder, Davenport & Associates · Norwalk, CT
“I'm not the Jim Cramer of the world, and I'm not here to tout the hot stock of the day. My clients tell me the difference I make is showing them how to use what they've built, for themselves and their heirs.”
John founded Davenport & Associates in 1997 and has spent more than 30 years helping families plan for retirement income, taxes and the legacy they leave behind. He works alongside tax attorneys and CPAs to structure strategies for clients with IRAs, appreciated assets and complex estates.
Davenport & Associates is based in Norwalk, Connecticut, and works with families across the Northeast. Follow-up reviews are held by Zoom or phone, so you can meet with John's team from home.
His webinar series has been featured on Yahoo Finance.
After the webinar
After the webinar you'll be invited to a complimentary, one-on-one Wealth Max Review with John's team, by video call or phone, wherever you live.
Davenport & Associates, Inc. · 800 Connecticut Avenue, Suite E401, Norwalk, CT 06854 · (203) 853-6300
Questions
Retirees and people within about 10 years of retirement in the Northeast who have substantial savings in IRAs, 401(k)s, appreciated stock, real estate or a business. If that's not you, the content will be less relevant.
Yes. The webinar, the replay, the book and the private review are all complimentary, with no obligation.
No. The webinar is educational and no products are presented. At the end you'll be invited to book a complimentary private review by Zoom or phone. Whether you do is entirely up to you.
Register for any date and we'll email you the replay afterward.
No. The webinar is live online, and the follow-up review is held by Zoom or phone, so you can join from home.
John F. Davenport, Esq. is an Estate and Tax Planning Attorney and a Licensed Insurance Professional. Davenport & Associates, Inc. is not a registered investment adviser and does not provide investment advice.
Next live session: Tuesday, October 13 at 6:00 PM ET
Choose My DateFree · Live online · Hosted by John F. Davenport, Esq.
