Returning to the Salt Lake Valley in September 2023!
Learn useful financial strategies from seasoned professionals in the retirement planning industry
Understand the resources available to help you improve your health, prevent illness, & stay insured
Learn ways to balance your approach to wealth & health, with a goal of increased happiness & longevity
You’re invited to join us for an evening, to learn relevant, comprehensive strategies that can help you navigate your finance & wellness in 2023 & 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 2023.
Robert J. Beck, CPA
Tax & Retirement Planning
WEALTH MANAGEMENT CPAs
With nearly 20 years of experience, Rob has helped famous actors, large banks, business leaders and many in the community navigate the complex tax code and enjoy a wonderful retirement. Under his leadership, Accounting Today ranked Wealth Management CPAs as one of "The Top 150 Firms by AUM – The Annual Wealth Magnets Ranking of the Leading CPA Financial Planners" in the country.
Jeremy G. Lindquist
KELLOG INSURANCE MARKETING
With nearly 30 years of experience, Jeremy has worked with and trained many health insurance agents across the state, and ensured that individuals and families in the Salt Lake Valley have adequate insurance when they need it most. He specializes in Senior Benefits and can speak to many of the subtle nuances pertinent to specific situations. He loves to see his clients save money from costly medical bills.
With nearly 30 years of experience, Kurt has traded on the floor of the New York Stock Exchange, managed portfolios for Fortune 500 companies, hedge funds, university endowments, and individual retirement accounts. He is currently the CEO and Chief Investment Officer (CIO) of a firm overseeing $5.0 billion of institutional and high-net-worth families.
Dr. Kevin Sagers, DO
Joint Replacement Specialist
JORDAN VALLEY MEDICAL CENTER
Dr. Kevin Sagers, DO is a fellowship trained orthopedic surgeon who specializes in primary and revision hip and knee replacements, including robotic-assisted joint replacement. He strives to ensure that his patients understand the thought process behind different treatment options every step of the path that they choose to undergo. His goal is to get patients up and moving and back to the activities that they enjoy.
Protect your estate from long-term care expenses while remaining in your own home
How to avoid hidden fees in your 401(k), IRAs, mutual funds and other investments
The ins and outs of Medicare/Parts A, B, C & D and how to potentially lower your premium
Lessen the chance that you outlive your retirement income due to taxes or inflation
How Orthopedic advancements have expanded your joint replacement options “when the tread wears off the tire”
Learn about health insurance options when retiring prior to qualifying for Medicare
Avoid being taxed on your Social Security and IRA/401(k) for a more comfortable retirement
Understand why a living trust may be more effective than a regular will & why you may need one
Best practices to investing and alternatives to the stock market
For the sake of longevity,
The reduction of financial stress,
& the comfort you should feel in retirement
Frequently Asked Questions
When you RSVP, you will be sent a confirmation email, which includes the full address and a map.
Nothing is required.
We will have a pen and paper there for you, in case you’d like to take notes.
We are Salt Lake City’s resource for comprehensive wealth management.
We host this conference to bring local retirees and retiring people together, and allow them to learn about a wide array of important topics.
Returning September 2023
No Cost | Limited Seating | Attend One Night
If you’re interested in attending, please enter your contact details below. We will reach out and invite you to our September 2023 conference once it is booked.
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.