Join us
TopGolf - Baltimore
1411 Warner St. Baltimore MD 21230
How to defuse the tax time bomb in your retirement accounts
How to calculate your total taxes in retirement accounts such as IRAs and 401Ks – it's more than you think
How to insulate yourself from the coming tax increases
How to decrease your IRS retirement fees (taxes) by over 70% without sacrificing net income
How to make your retirement assets work together holistically, reinforcing your retirement goals
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Tony Jackson, Avia Cumberbatch, and The Real Money Coach are not affiliated with or endorsed by the Social Security Administration or any government agency.
This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Saturday, January 17th
@ 11:00 AM
How to defuse the tax time bomb in your retirement accounts
How to calculate your total taxes in retirement accounts such as IRAs and 401Ks – it's more than you think
How to insulate yourself from the coming tax increases
How to decrease your IRS retirement fees (taxes) by over 70% without sacrificing net income
How to make your retirement assets work together holistically, reinforcing your retirement goals
Properly fund your trust and other estate planning vehicles
What the IRS Doesn't Want You to Know About Your Retirement
Saturday, January 17th @ 11:00 AM
TopGolf - Baltimore
Join us for a private catered event and learn how to legally divorce the IRS from your retirement accounts and build a foundation of tax-free retirement income.
OR
Limited seating. Registration required. Please arrive 15 minutes early if possible.
Navigating Retirement With Purpose
BONUS: Brunch will be served as our thank you for joining us!
In testimony to congress on how to "fix the nation's debt" problem, the Honorable David M. Walker, CPA, said:
“...the tax rate for the lowest tax bracket would have to be increased from 10 percent to 25 percent; that tax rate on incomes in the current 25 percent bracket would have to be increased to 63 percent; and the tax rate of the highest bracket would have to be raised from 35 percent to 88 percent.”
-David M. Walker in the 2008 CBO Report: The Long-Term Economic Effects of Some Alternative Budget Policies
Why You Need to Attend This FREE Event
1411 Warner St. Baltimore MD 21230
My sales leadership style is dedicated and driven – focused on achieving strategic goals. My approach has led to nearly two decades of award-winning results and empowered teams and individuals in financial and real estate sales.
My mission is to embed an inspirational and positive culture that develops sales growth and employee potential. I take great pride in a history of meeting new challenges head on and achievements that break through barriers. Throughout my career I’ve driven record-setting sales with strong strategies executed with exceptional leadership and innovative solutions. I’m also a high-impact contributor and collaborative team member.
I’m at my best connecting with others, translating complex concepts to clients, cooperating with internal and external partners, training and mentoring, influencing others for optimal results, building long-term productive relationships, and teaching and mentoring in my community.
Avia Cumberbatch
Meet Your Hosts
Tony Jackson
Rev. Tony R. Jackson is remarkable and has excelled in multiple domains, including finance, entrepreneurship, and ministry. Born in Muskegon, Michigan, and a graduate of Western Michigan University, Tony's journey encompasses a wide range of accomplishments.
Starting as an Accounting Supervisor at a major insurance company, Tony's exceptional abilities led him to agency ownership. As a highly successful Financial Services Professional, he has received numerous accolades, including state, regional, and national awards such as Champion's Club and Entrepreneur of the Year. He is a 2023 recipient of The Presidential Lifetime Achievement Award. Tony holds licenses in over 24 states and is recognized as a Certified Financial Education Instructor.
Throughout his illustrious career, Tony has held various financial leadership positions, currently serving as a Senior Vice President at First Financial Security, Inc. He founded The Tony Jackson Agency and The Real Money Coach LLC, where he empowers individuals through financial literacy and empowerment. Tony's expertise has made him highly sought-after as a presenter and trainer. In addition, he captivates audiences as a radio personality on Radio One Praise Charlotte 100.9, a weekly Live show on YouTube and Facebook, while reaching a broader audience through most major podcast platforms.
Residing in Charlotte, North Carolina, Tony shares a fulfilling life with his beloved wife, Alisa, with whom he has enjoyed over 30 years of marital bliss. They have been blessed with four wonderful children: Shakia, Adrienne, Tony II, and Christopher. Furthermore, Tony takes great pride in being a devoted grandfather to five awesome grandchildren.
Notably, alongside his professional achievements, Tony is also a licensed and ordained minister with over 20 years of leadership experience in ministry. His passion for serving others and his faith have been guiding principles. Tony's favorite quote from the movie Black Panther resonates deeply with him: "A man who has not prepared his children for his own death has failed as a father."
Aimee Griffin
Attorney Aimee Griffin Aimee is the principal attorney of Life & Legacy Counselors of The Griffin Firm PLLC, an estate and business succession firm committed to the creation, protection and transfer of wealth serving District of Columbia, Maryland, Virginia, New Jersey, Pennsylvania, Massachusetts, and Florida.
Aimee is the Board President and Founder of the Association of Black Estate Planning Professionals, Inc., a collaborative economic empowerment organization with a mission to bridge the racial wealth gap. With a commitment to strategic community economic development for Black people, Aimee serves as Corporate Counsel for the US Black Chambers, National African American Insurance Association, (NAAIA) and the BOW Collective.
Aimee is committed to supporting community growth through education and speaks regularly at national, regional, and local forums to educate other attorneys and the community. Aimee is an adjunct professor at the Western New England University, School of Law, and a monthly contributor to the Washington Informer newspaper. She strongly believes “when we know better, we can do better.”
Aimee has been recognized and received awards by local and regional associations including the Small Business Administration as a Minority Business Champion. Aimee was just awarded the 2024 Women in Business Champion of the Year Award by the DC Chamber of Commerce.
Aimee steadfastly believes we are better together!
My sales leadership style is dedicated and driven – focused on achieving strategic goals. My approach has led to nearly two decades of award-winning results and empowered teams and individuals in financial and real estate sales.
My mission is to embed an inspirational and positive culture that develops sales growth and employee potential. I take great pride in a history of meeting new challenges head on and achievements that break through barriers. Throughout my career I’ve driven record-setting sales with strong strategies executed with exceptional leadership and innovative solutions. I’m also a high-impact contributor and collaborative team member.
I’m at my best connecting with others, translating complex concepts to clients, cooperating with internal and external partners, training and mentoring, influencing others for optimal results, building long-term productive relationships, and teaching and mentoring in my community.
Avia Cumberbatch
Meet Your Hosts
Sherika Ralliford
Sherika Ralliford, MBA, is an Investment Advisor with nearly a decade of experience in the financial services industry. Her career spans large wirehouse environments and boutique investment firms known for delivering institutional-grade research and market insights featured on national financial media, including CNBC. Throughout her career, Sherika has had the opportunity to learn directly from seasoned advisors—many with over 25 years of firm ownership—gaining a rare, behind-the-scenes understanding of how successful investment strategies are designed, implemented, and sustained across market cycles.
As her experience deepened, Sherika observed a consistent shortcoming in traditional financial planning: portfolios are often built around standardized allocations rather than intentional strategy. She believes investing should be purposeful and structured—designed to manage risk, adapt to changing markets, and pursue growth with discipline—rather than relying on timing or hope. In her view, long-term success is not solely about what is owned in a portfolio, but how those assets are positioned, managed, and structured over time.
In 2024, Sherika relocated to the Boise, Idaho area to work with Desert Rose Capital Management, where she helps bring institutional-level investment strategies to everyday investors. A core component of this work centers on Desert Rose’s Integrated Options Portfolio, a flagship strategy designed to emphasize structure, risk management, and intentional portfolio construction. This approach reflects Sherika’s belief that strategic implementation—how assets are owned and managed—can be just as important as asset selection itself.
Sherika upholds a fiduciary responsibility to the clients she serves, emphasizing transparency, alignment, and thoughtful decision-making throughout the planning process. Her experience includes IPOs, secondary offerings, private placements, alternative assets,
insurance strategies, and collaborative planning alongside tax and estate professionals.
She holds a Master of Business Administration from Lynn University and is an alumna of Florida A&M University. Her commitment to proactive financial planning is deeply personal. After her mother was diagnosed with early-onset Alzheimer’s at age 56, Sherika spent seven years as her caregiver—an experience that shaped her perspective on preparation, protection, and the importance of planning before life’s uncertainties arise.
Today, Sherika is passionate about helping individuals and families move beyond conventional financial thinking and toward clarity, confidence, and control—using strategy, structure, and education as the foundation for long-term financial success.
Aimee Griffin
Attorney Aimee Griffin Aimee is the principal attorney of Life & Legacy Counselors of The Griffin Firm PLLC, an estate and business succession firm committed to the creation, protection and transfer of wealth serving District of Columbia, Maryland, Virginia, New Jersey, Pennsylvania, Massachusetts, and Florida.
Aimee is the Board President and Founder of the Association of Black Estate Planning Professionals, Inc., a collaborative economic empowerment organization with a mission to bridge the racial wealth gap. With a commitment to strategic community economic development for Black people, Aimee serves as Corporate Counsel for the US Black Chambers, National African
American Insurance Association, (NAAIA) and the BOW Collective.
Aimee is committed to supporting community growth through education and speaks regularly at national, regional, and local forums to educate other attorneys and the community. Aimee is an adjunct professor at the Western New England University, School of Law, and a monthly contributor to the Washington Informer newspaper. She strongly believes “when we know better, we can do better.”
Aimee has been recognized and received awards by local and regional associations
including the Small Business Administration as a Minority Business Champion. Aimee
was just awarded the 2024 Women in Business Champion of the Year Award by the DC
Chamber of Commerce.
Aimee steadfastly believes we are better together!
As Seen On
Rev. Tony R. Jackson is remarkable and has excelled in multiple domains, including finance, entrepreneurship, and ministry. Born in Muskegon, Michigan, and a graduate of Western Michigan University, Tony's journey encompasses a wide range of accomplishments.
Starting as an Accounting Supervisor at a major insurance company, Tony's exceptional abilities led him to agency ownership. As a highly successful Financial Services Professional, he has received numerous accolades, including state, regional, and national awards such as Champion's Club and Entrepreneur of the Year. He is a 2023 recipient of The Presidential Lifetime Achievement Award. Tony holds licenses in over 24 states and is recognized as a Certified Financial Education Instructor.
Throughout his illustrious career, Tony has held various financial leadership positions, currently serving as a Senior Vice President at First Financial Security, Inc. He founded The Tony Jackson Agency and The Real Money Coach LLC, where he empowers individuals through financial literacy and empowerment. Tony's expertise has made him highly sought-after as a presenter and trainer. In addition, he captivates audiences as a radio personality on Radio One Praise Charlotte 100.9, a weekly Live show on YouTube and Facebook, while reaching a broader audience through most major podcast platforms.
Residing in Charlotte, North Carolina, Tony shares a fulfilling life with his beloved wife, Alisa, with whom he has enjoyed over 30 years of marital bliss. They have been blessed with four wonderful children: Shakia, Adrienne, Tony II, and Christopher. Furthermore, Tony takes great pride in being a devoted grandfather to five awesome grandchildren.
Notably, alongside his professional achievements, Tony is also a licensed and ordained minister with over 20 years of leadership experience in ministry. His passion for serving others and his faith have been guiding principles. Tony's favorite quote from the movie Black Panther resonates deeply with him: "A man who has not prepared his children for his own death has failed as a father."
Tony Jackson