Heise Advisory Group 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
This presentation has been created by David McKnight and is designed to provide general information on the subjects covered. David McKnight is not affiliated with nor does he endorse Heise Advisory Group or AE Wealth Management, LLC. The information and opinions presented are those of David McKnight and do not necessarily reflect the views of Heise Advisory Group or AE Wealth Management.
Please note that Heise Advisory Group and its represenatives do not provide tax or legal advice. You are encouraged to consult your own tax advisor.
Heise Advisory Group is an independent financial services firm that utilizes a variety of investment and insurance products.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Heise Advisory Group are not affiliated companies. Investing involves risk including the potential loss of principal. Insurance and annuity product guaranteed are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchase decisions. Heise Advisory Group is not affiliated with the US government or any governmental agency.814708 - 2/21
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.
Ken’s dedication to helping others with their retirement and estate planning began when his own parents went through the process. There weren’t many options for them, and it was stressful helping them put a plan in place for retirement. Ken has been in the financial services industry since 1990, striving to reduce that stress for other families. Ken’s personal mission is to give clients confidence about their finances and help them make informed decisions so they can enjoy their retirement years to the fullest. “This is a responsibility I take very seriously, and I treat every client as if they were my own mother and father. I am dedicated to building warm, friendly, lifelong relationships with our clients, and I take a sincere interest in their values, plans and dreams for the future.” Ken is an Investment Adviser Representative as well as a Registered Financial Consultant, which is a professional designation awarded by the International Association of Registered Financial Consultants to financial advisors who meet their standards of education, experience and integrity. Ken is the host of the radio show “Your Retirement Highway™,” heard Sundays at 9:30 a.m. on KMOX 1120; Saturdays at 7 p.m. on KFTK 97.1; and Saturdays at 10:30 a.m. and Sundays at 8 a.m. on 101ESPN. Ken has also been quoted many times in Kiplinger and US News & World Report regarding retirement issues.