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.

Hosted at Salt Lake Community College - Miller Campus

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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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