Presented by: Wealth Advisor Mason Goynes, MBA, CFP
A Gregory Ricks – Total Wealth Workshop
Date: Thursday, March 19, 2026
Time: 5:30 PM – 6:30 PM
Location: GRA Learning Center, 2800 Veterans Memorial Blvd., Suite 170, Metairie, LA 70002
Are you prepared for the impact of the One Big Beautiful Bill Act on your retirement strategy? Join us for “Navigating the New Tax Law,” an in-depth workshop designed to demystify the latest changes in tax legislation and illuminate the steps you can take today for a more secure financial future.
Led by experienced Wealth Advisor Mason Goynes, MBA, CFP, this event will break down:
• The permanent and temporary provisions of the new law
• The long-term costs and hidden expiration dates, even in “permanent” tax changes
• Why taking early action is more important than ever
This workshop will equip you to:
• Gain a clear understanding of the law’s key changes and what they mean for you
• Avoid costly surprises by acting ahead of potential future shifts
• Confidently plan for the retirement you deserve Attendees will receive guidance on:
• Tax Diversification Review: Explore strategies to reduce risk and taxes
• Asset Conversion Review: Find out how converting to tax-free accounts could help maximize your benefits
• Written Retirement Income Plan: Walk away with the foundation of a customized, written retirement plan
Seats are limited—reserve your spot today and take the first step toward a more confident retirement!