Retirement
Planning
Seminar
Given the current economic & political environment, many retirees are worried about their future.
Attend Either Evening: Wednesday, May 25th (6-7:30 pm)
Longevity
Learn ways to balance your approach to retiring with a goal of increased health, 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 Holladay Library 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 tax efficiency, health planning, and wealth management.
Now more than ever, this professional guidance is crucial in working through the twists and turns of modern life.
Presenters
Robert J. 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 is dedicated to bridging that gap.
Tamra Williams
Retirement Resources
Tamra is dedicated to helping people learn about valuable benefits and resources that are available to them in retirement. She has assisted people from all walks of life achieve their goals.
Kelly G. 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
1
Learn strategies to protect your estate from long-term care expenses
2
Lessen the chance that you outlive your retirement income due to taxes or inflation
3
Learn how to avoid being forced to sell your assets or surrender your money to Medicaid
4
Learn how to receive long-term care
benefits while remaining in your own home
5
Learn how to decrease the tax on your IRA or 401(k) for a more comfortable retirement
6
Learn how to avoid being taxed on your social security benefits
7
Discover the pitfalls of probate and the steps you can take to avoid it
8
Learn why a living trust may be more effective for you than a regular will, and why you may need one
9
Learn when you should not put your children on your bank accounts and property titles
10
Learn about best practices to investing and safer alternatives to the stock market
Frequently Asked Questions
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 this 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.
