HOW TO CONVERT YOUR IRA, 401K, 457, OR 403b RETIREMENT PLANS TO A ROTH IRA WITH NO OUT OF POCKET COSTS!

Learn how a Roth conversion strategy could help you manage future taxes and protect more of what you have built.

Three convenient class times · Seating is limited

Hosted at Skipolini’s Italian Restaurant 13971 S. Virginia St., Reno, NV 89511

Location Skipolini’s Italian Restaurant, Reno

Dates October 12–13, 2026

Presented by Total Asset Protection Estate Planning LLC

Designed for adults age 50+ or retirees who currently have an IRA, 401(k), 457 or 403(b) retirement plan.

Choose your class time

Find the session that works for you

Choose from three complimentary sessions. Each class presents the same educational material.

Lunch session Monday, October 12, 2026 12:00 PM Skipolini’s Italian Restaurant

Evening session Monday, October 12, 2026 6:00 PM Skipolini’s Italian Restaurant

Evening session Tuesday, October 13, 2026 6:00 PM Skipolini’s Italian Restaurant

By clicking “Register Now” I provide my express written consent to receive event updates, marketing calls or texts (by automatic dialer or otherwise), and emails from “Total Asset Protection”, its affiliates or representatives. I understand that my consent is not a condition of purchasing any property, goods, or services and that I may revoke my consent at any time. By attending this event, I understand that I may be contacted for a discussion of insurance & investment products or to enter into an advisory relationship.

Seven important takeaways

Build a more informed Roth conversion strategy

Explore planning ideas that are often overlooked when retirement accounts, future tax exposure and Medicare costs are considered separately.

This seminar is for educational purposes. Individual results and tax consequences vary. Consult qualified tax, legal and financial professionals regarding your circumstances.

Your complimentary Roth conversion calculation Learn what a conversion could look like based on your retirement situation and planning goals.

The Roth conversion strategy See how timing, account type and tax planning may work together.

The Roth IRA Rescue Bonus Learn how this planning concept works and when it may apply.

Eligible retirement plans Review conversion considerations for IRAs, 401(k)s, 457s and 403(b)s.

Five common Roth mistakes Identify avoidable errors involving timing, taxes and account decisions.

RMD and Social Security effects Understand how retirement income can interact with RMDs and Social Security taxation.

IRMAA considerations See how modified adjusted gross income may affect Medicare premiums.

Recent federal tax changes Explore how current tax-law provisions may influence Roth conversion planning.

Meet your presenters

Experience grounded in service, planning and fiscal leadership

Founder, Total Asset Protection

Ben Marchant

25 years of local-government fiscal administration and management experience

Ben earned his bachelor’s degree in Political Science from the University of California, San Diego and his master’s degree in Public and Fiscal Administration from Northern Illinois University.

Following a 25-year career in local-government fiscal administration and management, Ben founded Total Asset Protection to continue serving clients through prudent estate planning and financial advisory services focused on tax-efficient retirement income strategies.

Founder Total Asset Protection

25 years Fiscal administration and management

BA + MA UC San Diego and Northern Illinois University

Seminar presenter

Chris Zockoll

46 years of experience providing financial advisory services for business and personal estate planning

Chris brings nearly five decades of experience helping individuals, families and business owners approach financial and estate-planning decisions with greater clarity. He earned his bachelor’s degree from UNLV and his master’s degree from CSU Pomona.

Married for 48 years, Chris and his wife have six children and sixteen grandchildren. His personal commitment to family and legacy planning informs the practical, multigenerational perspective he brings to this seminar.

46 years Financial advisory experience

BA + MA UNLV and CSU Pomona

6 children And 16 grandchildren

Complimentary class · Limited seating

Choose your session and reserve your place today

Monday, October 12 or Tuesday, October 13 at Skipolini’s in Reno.

Choose My Session

Questions? Call or text .

Educational seminar presented by Total Asset Protection Estate Planning LLC. Information is general in nature and is not individualized tax or legal advice.