Attend Either Evening: September 22nd (Wednesday) or 23rd (Thursday) 6-8 pm

Financial Literacy

Learn useful financial strategies from seasoned professionals in the retirement planning industry

Wellness

Understand the resources available to help you improve your health, prevent illness, & stay insured

Longevity

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

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 finance & wellness in 2021 & beyond.

Now more than ever, this professional guidance is crucial in working through the twists and turns of life. That’s why our objective is to provide you with a more clear understanding of how to improve your wealth & health in 2021.

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Speakers

Robert Beck, CPA

Tax & 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.

Jeremy Lindquist

Medicare Planning

Jeremy Lindquist specializes in Medicare & Senior Benefits. He has helped educate seniors in the Salt Lake Valley about their insurance options for over a decade.

Speakers

Dr. Cory Frogley

Integrated Wellness

Dr. Frogley is well known for his ability to connect with patients, listen to their needs and provide a healing counsel. He specializes in nutrition, advanced physical therapy, & chiropractics.

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 and other investments

3

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

4

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

5

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

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 when you should not put your children on your bank accounts and property titles

9

Professional insight from a doctor on nutrition, pain relief and fitness for retirees

10

Safeguard your fixed income from the rising costs of healthcare

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For the sake of longevity,
The reduction of financial stress,
& the comfort you should feel in retirement

RSVP Here

No Cost | Limited Seating | Attend One Night

We may photograph, film, videotape. record. or otherwise reproduce the image and/or voice of any person who attends the Wealth & Health Conference, and use the same for any purpose without payment to any person.

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

Hosted at Salt Lake Community College - Miller Campus

We’re proud to announce Wealth Management CPAs has been recognized by Accounting Today as “Top Firm by Assets Under Management” in the United States.

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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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