Wealth Management CPAs Presents…
Salt Lake City’s Comprehensive Seminar on Retirement Planning
Salt Lake City’s Comprehensive Seminar on Retirement Planning
Attend Either Evening: Thursday, January 20th or Wednesday, January 26th, 2022 (6-7:30 pm)
Plan For The Future
Learn how to plan your retirement comprehensively from seasoned professionals
Longevity
Learn ways to balance your approach to retiring with a goal of increased health support, happiness & longevity
Get Answers
Get answers to your pressing questions regarding retirement planning
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 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 investing, tax efficiency, and wealth management.
Now more than ever, this professional guidance is crucial in working through the twists and turns of modern life.
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
Topics
Learn key principles to help you…
1
Protect your estate from long-term care expenses while remaining in your own home
2
Lessen the chance that you outlive your retirement income due to taxes or inflation
3
Avoid being forced to sell your assets or surrender your money to Medicaid
4
Donate to charity (including tithing) tax efficiently
5
Decrease the tax on your IRA or 401(k) for a more comfortable retirement
6
Avoid being taxed on your social security benefits
7
Avoid the pitfalls of probate
8
Understand why a living trust may be more effective than a regular will & why you may need one
9
Recognize when you should not put your children on your bank accounts and property titles
10
Understand best practices to investing and alternatives to the stock market
"If you fail to plan, you're planning to fail."
-Benjamin Franklin
Frequently Asked Questions
Salt Lake Community College – Miller Campus
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 the Retire Smart 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 Evening
By attending this event, you are agreeing to our firm’s Event Consent & Release Form.
