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

Play Video about wealth and health

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.

Hosted at Salt Lake Community College - Miller Campus

ENTER YOUR DETAILS

Thank you for your interest in our service project! We will reach out and invite you when we're approaching Memorial Day 2021.

Play Video

Financial

Wealth Advisors help grow your assets through wise investments
  • 401(k) Rollovers
  • Retirement Accounts
  • Stocks/Bonds
  • Custom Investment Portfolios
  • Life Insurance & Annuities
  • Long Term Care Insurance
  • Disability Insurance
*Advisory services are offered by Wealth Management CPAs, LLC an SEC Investment Advisor.

Our Services

Tax

Certified Public Accounts help ensure maximum tax savings
  • Tax Preparation
  • Tax Strategy
  • Gifting Strategies
  • Qualified Charitable Distributions
  • Estate Tax Mitigation
  • Roth IRA Conversions
*Tax Services offered through Wealth Management Tax Solutions, LLC, an affiliated company of Wealth Management CPAs.

Estate

Estate Attorneys help protect your assets throughout your life and beyond
  • Wills
  • Trusts
  • Power of Attorney
  • Advance Directive
  • Funeral Planning
  • Business Succession-Planning
*Disclosures

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus

Call Now Button