Seating limited, Reservations Required.

Topgolf - Fort Worth

2201 E 4th St, Fort Worth, TX 76102

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.

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

About Your Hosts

Join us

Topgolf - Fort Worth

2201 E 4th St, Fort Worth, TX 76102

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

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

Phone: 704-954-8666

Email: info@therealmoneycoach.com

Website: www.therealmoneycoach.com

Saturday, February 7th
@ 11:00 AM

Saturday, February 7th
 @ 11:00 AM

Valerie Rhodes

Saturday, February 7th @ 11:00 AM

Valerie Rhodes is a seasoned financial advisor with a passion for helping individuals and businesses achieve their financial goals. With 27 years of experience in the financial industry, Valerie brings a wealth of knowledge and expertise to every client interaction.

With a strong foundation in finance and accounting, Valerie earned her Bachelor of Science in Business Administration with a concentration in accounting from Boston University, followed by a Master's degree in Business Administration from Kennesaw State University. She is a licensed CPA and insurance agent in the state of Georgia, leveraging her expertise to provide comprehensive financial services.

Valerie is the proud owner of Rhodes Financial Services, a reputable public accounting, tax, and financial planning firm. For nearly three decades, she has partnered with individuals and small businesses, guiding them towards financial wellness and success.

Beyond her professional accomplishments, Valerie is deeply passionate about empowering others through financial literacy and education. She actively engages in community initiatives aimed at empowering individuals to make informed financial decisions.

Valerie resides in Lithonia, Ga with her husband Derek of 36 years.  Together, they cherish their family life, which includes two sons and two granddaughters. In her leisure time, Valerie enjoys traveling, quality moments with loved ones, and continued dedication to her advocacy for financial empowerment. With her extensive expertise, unwavering commitment, and compassionate approach, Valerie Rhodes remains a trusted advisor and beacon of financial wisdom in her community and beyond.

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

Estate planning including how to properly fund your trust

About Your Hosts

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

Shannon R. Wright

Shannon R. Wright is a licensed attorney in North and South Carolina and the founder of The Law Office of Shannon R. Wright, PLLC. His practice focuses on estate planning, civil litigation, personal injury, and entertainment law.

A musician turned attorney, Shannon brings a unique blend of creativity, discipline, and strategic insight to every client relationship. He understands that protecting what you’ve built takes more than just legal documents—it takes vision, planning, and trust.

Shannon is also the author of Trust, The Process—a powerful guide that breaks down estate planning in clear, relatable terms. His passion lies in making complex legal concepts accessible to families who have historically been left out of wealth-building conversations.

Whether he’s speaking on stage, counseling clients, or building partnerships with financial professionals, Shannon is driven by one goal: helping people secure what they’ve earned and build a legacy that lasts.

About Your Hosts

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

Von Clement

Von Clement is an experienced Insurance Agent specializing in financial services and education. With a strong focus on client consultation and detailed needs analysis, Von is committed to providing clear, practical, and valuable financial guidance.

Von’s expertise lies in assessing insurance requirements and recommending appropriate products, while offering tailored financial planning advice designed to meet each client’s individual goals and personal circumstances. Outside of his professional work, Von enjoys baseball, fishing, and golfing. He also shares his musical gifts by playing the piano and organ for his church community. Originally from Benton, Michigan, Von now resides in Fort Worth, Texas with his wife, three children, and two grandsons. His dedication to family, faith, and service reflects his commitment to helping others build secure financial futures.

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.

Antoinette Bone

With over 25 years of legal experience and a focus on estate planning and probate for the past 12 years, Antoinette Bone is a recognized for helping individuals protect their assets and leave a lasting legacy.

As the founder of The Law Office of Antoinette Bone, she empowers her clients to navigate the complexities of estate planning, debunking misconceptions and providing personalized strategies. Antoinette’s mission is to give clients control and peace of mind by crafting comprehensive plans that safeguard their assets and ensure the smooth transfer of wealth for generations to come. By taking a collaborative approach and partnering with professionals, retirees, and veterans, she creates tailored solutions to protect clients’ assets from potential financial drains and legal challenges.

Antoinette Bone believes in the power of ongoing education and nurtures lasting relationships with her clients, providing support throughout their life’s stages. Estate planning is not just for the wealthy; it is a vital tool for every family, and Antoinette Bone is dedicated to helping individuals of all backgrounds secure their family’s future.