Retire Smart

Our seminars provide you with a more clear understanding of how you can navigate your retirement plan in 2021. Register now.

No cost to attend
*Limited seats available

Relevant tax tips on comprehensive strategies from seasoned CPAs

Hosted at Salt Lake Community College

CPA Presenters

Robert J. Beck, CPA

Rob founded Wealth Management CPAs to be Salt Lake City’s resource on all things in the financial, tax, and estate planning world.

¬†Over the past decade, Rob’s team of attorneys and CPAs have assisted people from all walks of life navigate their investments and retirement planning strategy.¬†

Kelly G. Purser, CPA

Kelly has spent decades working with complex Federal & Utah State tax laws.

Kelly’s approach to tax strategy is comprehensive, and always prioritizes client financial interest first.

Objective

Attending one of these presentations is a great way to learn important, comprehensive strategies that can help guide you to a more comfortable retirement.

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.

We feel that now more than ever, these "CPA tips" are important in navigating the twists and turns of life. That's why our objective is to provide a more clear understanding of what retirement planning is in 2021.

10 Important Topics Addressed At This Seminar

Learn ways to protect your estate from long-term care expenses and remain in your own home

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 donate to charity (including tithing) tax efficiently

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 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 alternatives to the stock market

Location

Salt Lake Community College

9750 S. 300 W. Sandy UT 84070

Social distancing will be observed

Wheelchair Accessible

WMCPAs Code

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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.