Given the current economic & political environment, many retirees are worried about their future.
Attend Either Evening: Thursday, May 19th or Wednesday, May 25th (6-7:30 pm)
Learn ways to balance your approach to retiring with a goal of increased health, happiness & longevity
Learn how to plan your retirement comprehensively from seasoned professionals
Get answers to your pressing questions regarding retirement and relevant planning strategies
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.
Robert J. Beck, CPA
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 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
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.
Learn strategies to protect your estate from long-term care expenses
Lessen the chance that you outlive your retirement income due to taxes or inflation
Learn how to avoid being forced to sell your assets or surrender your money to Medicaid
Learn how to receive long-term care
benefits while remaining in your own home
Learn how to decrease the tax on your IRA or 401(k) for a more comfortable retirement
Learn how to avoid being taxed on your social security benefits
Discover the pitfalls of probate and the steps you can take to avoid it
Learn why a living trust may be more effective for you than a regular will, and why you may need one
Learn when you should not put your children on your bank accounts and property titles
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.
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.