Jump start your 2022 with Salt Lake City's comprehensive seminar on retirement planning

Attend Either Evening: Thursday, January 20th or Wednesday, January 26th, 2022 (6-7:30 pm)

Longevity

Learn ways to balance your approach to retiring with a goal of increased health support, happiness & longevity

Planning 2022... & beyond!

Learn how to plan your retirement comprehensively from seasoned professionals

Get Answers

Get answers to your pressing questions regarding retirement and relevant planning strategies

You're Invited...

You’re invited to join us for an evening at Salt Lake Community College, to learn relevant, comprehensive strategies that can help you navigate your retirement planning in 2022 & beyond.

If you are already familiar with the process of retirement planning, this seminar will help you confirm and expand upon your knowledge-base with relevant information.

If you are just starting to learn about retirement planning, this seminar will introduce you to a wide array of useful strategies & topics, including investing, tax efficiency, and wealth management.

Now more than ever, this professional guidance is crucial in working through the twists and turns of modern life.

Presenters

Robert Beck, CPA

Retirement Planning

Rob transitioned from public accounting to wealth management in 2010, after observing that there is commonly a gap between people’s wealth advisor and their CPA. He founded Wealth Management CPAs to bridge that gap.

Kelly Purser, CPA

Tax Planning

Kelly has spent decades working with complex federal & state tax laws. Kelly's approach to tax strategy is comprehensive, and always prioritizes client financial interest first.

Topics

Our presenters will guide you through the comprehensive Retirement Resolutions Checklist:

1

Is my retirement income protected from taxes or inflation, so I don’t outlive it?

2

Is my estate protected so I can stay in my own home if I have long-term care expenses?

3

Do I know how to lower the taxes on my IRA & 401(k) for a more comfortable retirement?

4

Do I know about probate and how to avoid it?

5

Are my assets protected from being forced to surrender to Medicaid?

6

Has my CPA talked with me about eliminating taxes on my Social Security benefits?

7

Do I know why a trust may be more effective than a will and why I may need one?

8

Am I aware of the tax & legal consequences of placing my children on bank accounts & property titles?

9

When donating to charity (including tithing) do I donate tax efficiently?

10

Am I aware of ways to save money on my health insurance (including Medicare)?

"If you fail to plan, you're planning to fail."

-Benjamin Franklin

Frequently Asked Questions

Salt Lake Community College – Miller Campus

When you RSVP, you will be sent a confirmation email, which includes the full address and a map.

Nothing is required. Feel free to bring your retirement planning questions. 

We will have a pen and paper there for you, in case you’d like to take notes.

Feel free to raise your hand, ask questions, and participate in the discussion. 

You’re also welcome to sit back, listen and learn.

In the case that you still have questions after the presentation, we offer two complimentary consultations.

 

We are Salt Lake City’s resource for comprehensive wealth management. 

We host the Retirement Resolutions seminar to bring local retirees and retiring people together, and allow them to learn about a wide array of important topics.

RSVP Here

No Cost | Limited Seating

By attending this event, you are agreeing to our firm’s Event Consent & Release Form.

Hosted at Salt Lake Community College - Miller Campus

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Thank you for your interest in our service project! We will reach out and invite you when we're approaching Memorial Day 2021.

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