Income Tax Reduction & Estate Tax Elimination


Join us for an exclusive virtual presentation

ROM supporters are invited to attend an exclusive virtual presentation by financial expert Keith Thomson on how to save money while estate planning.

You will learn:

  • How to minimize or even eliminate taxes on your estate 
  • How to change your estate plans in this new virtual environment
  • How to avoid double taxation on your "Red" retirement accounts
  • How to bypass paying upfront capital gains taxes when selling your investments
  • How to convert assets into an income you can't outlive and leave a lasting legacy
  • How our government wants you to save taxes and leave more to charity

January 24, 2023
10:30 am to 11:30 am



“One of the best presentations I’ve seen. Simplicity off the charts.”
- M. Berger

“Very clear, well presented and inspirational; didn’t talk down to us, and not too complicated, minimum jargon!”
- P. Cleverley

“Very enlightening. A simple, straightforward walk through quite a complicated process. Advice not to be ignored.”
- E. & D. Preston

“As a Certified General Accountant and a licensed mutual fund/life insurance representative, even I learned much new information!”
- E. Hallot

“Keith opened my eyes to a new way of estate planning.”
- N. Thomson