Global Wealth Management Presents:
The Power of Zero™ Retirement Webinar
Presented by David McKnight
• Why tax-deferred accounts like 401(k)s and IRAs could
be a liability in a rising tax environment
• Why taxes will likely be increasing in the future.
• Why you should consider transferring money into a
tax-free alternative while tax rates are historically low
• A step-by-step road map on how to work toward the zero
percent tax bracket, potentially eliminating tax rate risk
from your retirement picture
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Advisory services offered only by duly registered individuals through Global Wealth Management Investment Advisory (GWM), a Registered Investment Advisor. David McKnight, MAS, and GWM are not affiliated entities.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing I say should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any references to protection generally refer to fixed insurance products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation.
At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. 763899 - 11/20
Over the past 20 years David has helped put thousands of Americans on the road to the zero percent tax bracket. He has been featured in Forbes, USA Today, The New York Times, Fox Business, and numerous other national publications. His bestselling book The Power of Zero has sold over 200,000 copies. In 2019 The Power of Zero was ranked as the #9 best financial resource in the country by Forbes Magazine. This book was recently made into a full-length documentary film, also entitled The Power of Zero.
Grant Conness is focused on helping clients achieve their ideal retirement by providing them with both innovative and traditional retirement planning and investment management solutions. Grant is the Co-Founder and Managing Director of Global Wealth Management, an SEC Registered Investment Advisor. He is the co-host of the “The Global Wealth Show” airing on NBC, CBS, ABC and FOX. Grant is a regular Kiplinger contributor. He has been quoted in major publications such as the Wall Street Journal. Grant currently resides in Fort Lauderdale with his wife, Jessica, and their four children. He is a passionate sports fan and enjoys boating, surfing, paddle-boarding, coaching his children’s sports teams, and spending quality time with his family. He is passionate about serving the community where he was raised via Global Wealth with Purpose where he gives back to many worthy charities and foundations throughout South Florida.