Heckman Financial and Insurance Services, Inc. Presents:

The 5 Easy Steps to Disarm
The New Retirement Savings Time Bomb


About this Presentation

Heckman Financial and Insurances Services, Inc. is pleased to welcome Ed Slott, America's IRA Expert, to discuss the 5 easy steps to disarm "The New Retirement Savings Time Bomb". 

Created specifically for members of Ed Slott's IRA Elite Group, this presentation will explain how you can take financial controlavoid unnecessary taxes, and combat the latest threats to your retirement savings. 

Times are very limited, so make sure you click "REGISTER" to reserve your spot.



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Disclosure:
This presentation has been created by Ed Slott. Ed Slott is not affiliated with and do not endorse Heckman Financial and Insurance Services, Inc. The opinions presented in this presentation are those of Ed Slott and do not necessarily reflect the views of Heckman Financial and Insurance Services, Inc. At the end of the webinar, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance. 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. 

Heckman Financial & Insurance Services, Inc. is a Registered Investment Advisor. CA Insurance License #0E89971

  • Eric Heckman, CFP®

    Eric is a well-known speaker and author in the San Jose community. For over 25 years, he has been the president of Heckman Financial & Insurance Services, Inc., a firm that provides objective and comprehensive advice to his clients by helping them to create strategies to preserve their assets, increase income and potentially reduce taxes. Eric is the founder of the Financial Knowledge Institute, a 501(c)3 nonprofit organization, and is the author of “Worry Less Wealth.” A longtime San Jose resident, he serves on the board of the Rotary Club of San Jose Foundation, is active in the San Jose Downtown Association and is a Boy Scout leader. Eric has been married to Anna since college graduation, and they have three boys. Eric and Anna have been remodeling their 1937 Cape Cod-style house in downtown’s Naglee Park in between all of their children’s activities.

  • Ed Slott

    Ed Slott is a nationally recognized IRA distribution expert, professional speaker, television personality, and best-selling author. He is known for his unparalleled ability to turn advanced tax strategies into understandable, actionable and entertaining advice. He has been named “The Best Source for IRA Advice” by The Wall Street Journal, and USA Today wrote, “It would be tough to find anyone who knows more about IRAs than CPA Slott.”

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