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

Retirement Solutions

Attend Either Evening: Thursday, October 13th or Wednesday, October 19th (6-7:30 pm)

Financial Literacy

Learn useful financial strategies from seasoned retirement planning professionals

Medicare

Open Enrollment Season is here! Learn key principles of Medicare planning

Resources

Get answers and solutions to your pressing questions regarding retirement

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 introduce you to a wide array of useful strategies and 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

WEALTH MANAGEMENT CPAs

With nearly 20 years of experience, Rob has helped famous actors, large banks, business leaders and many in the community navigate the complex tax code and enjoy a wonderful retirement. Under his leadership, Accounting Today ranked Wealth Management CPAs as one of "The Top 150 Firms by AUM – The Annual Wealth Magnets Ranking of the Leading CPA Financial Planners" in the country.

Jeremy G. Lindquist

Medicare Planning

KELLOG INSURANCE MARKETING

With nearly 30 years of experience, Jeremy has worked with and trained many health insurance agents across the state, and ensured that individuals and families in the Salt Lake Valley have adequate insurance when they need it most. He specializes in Senior Benefits and can speak to many of the subtle nuances pertinent to specific situations. He loves to see his clients save money from costly medical bills.

Kelly G. Purser

Tax Planning

WEALTH MANAGEMENT CPAs

Kelly has spent decades working with complex federal & state tax laws. His approach to tax strategy is comprehensive, and always prioritizes client financial interest first. Kelly is dedicated to helping people learn about valuable benefits and tax resources that are available to them in retirement. He has assisted people from all walks of life achieve their goals in retirement.

Topics

1

Protect your estate from long-term care expenses while remaining in your own home

2

How to avoid hidden fees in your 401(k), IRAs, mutual funds & other investments

3

The ins & outs of Medicare/Parts A, B, C & D and how to potentially lower your premium

4

Lessen the chance that you outlive your retirement income due to taxes or inflation

5

Determine what your Medicare plan covers, (Vision, hearing, dental, and prescription coverage?) and how to make changes to it

6

Learn about health insurance options when retiring prior to qualifying for Medicare

7

Avoid being taxed on your Social Security and IRA/401(k) for a more comfortable retirement

8

Understand why a living trust may be more effective than a regular will and why you may need one

9

Realize your share of the costs for services and supplies, under your Medicare plan

10

Medicare rates surged +14.5% in 2022 [1]— Learn tax strategies that could help you safeguard your fixed income from rising healthcare costs

...and more!

Frequently Asked Questions

The Millcreek Community Center/ Library

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 | Attend One Night

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.

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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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