Attend Either Evening: September 15th (Thursday) or 22nd (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 2022 & 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 2022.
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
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.
