Retirement
Planning
Seminar

Given the current economic & political environment, many retirees are worried about their future.

Wednesday, April 27th (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 Millcreek Community Center 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 cover 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.

Brooke Gardner

Retirement Resources

Brooke 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 alternatives to the stock market

...and more!

Frequently Asked Questions

The Millcreek Community Center

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.

Your retirement, your terms.

RSVP Here

No Cost | Limited Seating

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

ENTER YOUR DETAILS

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

Financial

Wealth Advisors help grow your assets through wise investments
  • 401(k) Rollovers
  • Retirement Accounts
  • Stocks/Bonds
  • Custom Investment Portfolios
  • Life Insurance & Annuities
  • Long Term Care Insurance
  • Disability Insurance
*Advisory services are offered by Wealth Management CPAs, LLC an SEC Investment Advisor.

Our Services

Tax

Certified Public Accounts help ensure maximum tax savings
  • Tax Preparation
  • Tax Strategy
  • Gifting Strategies
  • Qualified Charitable Distributions
  • Estate Tax Mitigation
  • Roth IRA Conversions
*Tax Services offered through Wealth Management Tax Solutions, LLC, an affiliated company of Wealth Management CPAs.

Estate

Estate Attorneys help protect your assets throughout your life and beyond
  • Wills
  • Trusts
  • Power of Attorney
  • Advance Directive
  • Funeral Planning
  • Business Succession-Planning
*Disclosures

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