Beacon Capital Management Presents:
The 5 Easy Steps to Disarm
The New Retirement Savings Time Bomb
About this Presentation
Beacon Capital Management 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 control, avoid 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.
This presentation has been created by Patrick Min and Ed Slott. Ed Slott is not affiliated with and does not endorse Beacon Capital Management, LLC. The opinions presented in this presentation are those of Mr. Min and Mr. Scott and do not necessarily reflect the views of Beacon Capital Management, LLC. The presenter(s), speaker(s) and sponsor(s) of this information (invitation) as well as the information presented at this seminar is not related to, endorsed by, nor connected with and not approved by any government agency or organization.
These slides are for informational purposes only and are not intended to be used to make any specific recommendations or imply/guarantee any type of market performance for the asset’s categories discussed. Past performance is not indicative of future returns. The information contained in these slides was taken from third-party sources that we and the presentor(s) believe to be reliable but cannot guarantee its accuracy or completeness.
This material is provided as a courtesy of Beacon Capital Management and the Speaker(s), which contains general information to help you understand basic financial planning strategies. Any reference to legal and/or tax considerations are not meant to provide any advice in this regard. Legal and Tax advice should come from a qualified tax, accountant and/or legal advisor before making any investment decisions.
You should always carefully read the prospectus for any security before investing. Certain investments may impose restrictions, penalties or may be not be as liquid as other investments. The performance of the assets discussed in this presentation can be adversely affected by a number of risk factors such as currency exchange rates, political unrest, market volatility, regulatory changes and/or adverse economic conditions. This is neither an offer to nor a solicitation to purchase any products, which may be done only with a current prospectus.
Investors should consider their own specific investment objectives and risk tolerance before investing along with the product ’s charges and expenses before investing. Any indexes presented in this seminar cannot be directly invested in. Indexes such as the S&P 500 Composite Index are an unmanaged, but common measurement of overall stock market performance.
Investment advisory services are offered through Beacon Capital Management, LLC, an SEC Registered Investment Advisor. Beacon Capital Management, LLC is not affiliated with Beacon Accounting and Tax, or Knight Legal. All comments, opinions and views expressed herein are those of the presenter(s), speaker(s) and sponsor(s) do not necessarily represent nor should they be attributed to Beacon or any of its affiliates.
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.
Patrick Min, CPA
Our Founder, Patrick Min, has a BSBA with a concentration in Accounting and a Masters of Accountancy from the University of Tennessee. Patrick spent twelve years at Ernst & Young and then 20 years as the CFO for small and medium size businesses. His experience includes emerging companies, growing businesses and turnaround situations. In all cases Patrick found one thing in common; the principals needed timely and accurate financial information they could understand quickly so they could get back to focusing on business growth. Patrick is married to Cristina and they have been blessed with three children.
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.”