Subject: 29 Live Seminars: Covering "Shady" Brokers, Healthcare, Tax Savings, Social Security & More (Starts Friday)

From: "Dave ." <[email-masked]>
Date: Wed, 30 Aug 2017 23:50:02 +0000

Are your financial plans for the future under control? 

Healthcare, Roth IRA, 401K, Tax, College Debt, Home equity mortgages? 

Do you know how to avoid getting ripped off by shady brokers?

This wealth summit has assembled an amazing group of fiduciary financial advisors and industry experts. Each one will share their own secrets and strategies to help you master a specific area of your personal finances. (The full program is listed below.) 

With the internet, you can watch from anywhere!

And it's free to watch.

Watch when you want! All sessions will be presented throughout the week starting September 1st. 

You can watch and replay each session as many times as you like within 48 hours from it’s scheduled time. 

If you can’t watch all the sessions you want within 48 hours, no worries! 

Just grab the Wealth Summit “All Access Pass” and own the content forever!

Just one tip could save you thousands. You owe it to you and your family to find out more.

==>> https://nextstep--wealthsummit.thrivecart.com/ws-all-access-pass/

PS  Here's the Program and presenters, starting Friday Sept 1.

Day 1 – Friday

Healthcare & Medical: 3 Simple Ways to Manage Your Healthcare Costs During Retirement. David Armes, CFP®, MBA
Retirement Planning: The Retirement Rehearsal - Benjamin Brandt, CFP®, RICP®
Financial Planning: 4 steps to building an effective household financial system - Hui-chin Chen, CFP®
Financial Planning: 3 Tricks To Get The MAXIMUM Tax Benefits From Your Charitable Donations - Garrett Prom, CFP®, CRPC®, EA

Day 2 – Saturday

Tax Planning: 3 Steps To Maximizing Tax Savings Using Roth IRA Conversions & Strategic Recharacterizations - Greg Phelps, CFP®, CLU®, AIF®, AAMS®
Retirement Planning: 3 Things You Need To Know About Your 401k Plan - John Frisch, CPA/PFS, CFP®, AIF®, PPC™
Investing: Investing 8 Years Into A Bull Market - Michael Garry, CFP®, JD/MBA
Financial Planning: Why You Don’t Need a Budget (and what to do instead) - Miguel Gomez, CFP®

Day 3 – Sunday

Risk Management: 3 Ways To Protect Yourself From Creditors And Predators - Thomas E. Greene III, Esq.
Retirement Planning: 7 steps for Gen XY’ers to dominate their 401k plan - Lauren Haynes, CIMA, CFP®
Investing: Socially Responsible Investing – How to Make a positive Impact with Your Investments - Bill Holliday, CFP®
Retirement Planning: 3 Tricks To Master your 3 Retirement Money Phases - Cheryl Krueger, CFP®, FSA

Day 4 – Monday

Investing: 3 Ways To Protect Your Money From Shady Brokers - David Liebrader, JD, Judge Pro Temp
Insurance: Critical Components of an Effective Long Term Care Strategy - Mark Maurer, CFP®, MBA
College Savings: Inside The 529 Plan: How To Select The Best College Savings Plan For Your Family - Deborah Meyer, CPA, CFP®
Investing: Dimensions Of Investing Which Drive Returns: The 4 Factors You Need To Know - Rubin Miller

Day 5 – Tuesday

Financial Planning: Let’s get through old age without killing each other: The boomer’s guide to caring for aging parents - Scott Neal, CPA, C
Financial Planning: The Fiduciary Fuss: Finding The Best Financial Advice In A World Of Brokers Selling Product - Carlos Pankseep
Retirement Planning: Roth IRAs Rock: Who, What, When, Why – and HOW - Johanna Fox Turner, CPA, CFP®, RLP®
Retirement Planning: What is Asset-Liability Matching and Why is it a Good Approach for Retirement? - Dana Anspach, CFP®, RMA®, Kolbe Certified Consultant®

Day 6 – Wednesday

Investing: How Those Fancy Guaranteed Annuities REALLY Work, And What You Should Do Instead - Scott Witt, FSA, MAAA
Financial Planning: Planning for Your Last Hurrah: Why Funeral Planning is Important for Everyone - Lauren Gadkowski Lindsay, CFP®
Financial Planning: 3 Secrets To Eliminating Your Student Loan Debt - Jason Hamilton, CFP®
Financial Planning: Financial Frenemies: How to avoid the top 6 investment mistakes - Dan Solin, Sales Coach
Financial Planning: The ABC’s of Home Equity Conversion Mortgages - Don Graves, RICP®, CRMS

Day 7 – Thursday

Retirement Planning: Social Security Claiming: How to maximize benefits - Marc Kiner, CPA, NSSA
Investing: Passive Investing: Ever wondered why active investing fails miserably? It’s mostly because of the fees, and luck doesn’t last! - Chris Tidmore, CFA and Andrew J. Patterson, CFA
Financial Planning: Life Settlements: How To Cash In On Your Old Life Insurance Policies - Mark Mrky

Day 8 – Friday

Retirement Planning: The Only Triple Tax-Free Way To Build A One Million Dollar Retirement Plan - Garrett Prom, CFP®, CRPC®

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