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Reply-to: "Dave ." Subject: 29 Live Seminars: Covering "Shady" Brokers, Healthcare, Tax Savings, Social Security & More (Starts Friday) Message-ID: <5e38398fa09e494e5a8867ff7d1a3060@localhost.localdomain> X-Priority: 3 Sender: X-Mailer: Email Sending System X-Complaints-To: abuse@trkspmpa.com List-Unsubscribe: , X-MessageID: 1t5-3z5k-bG9qYmFuQGxvamJhbi5vcmc%3D-epc-vr-rs X-Report-Abuse: X-Mailgun-Variables: {"campaignID":"1345","SubscriberID":"184528","listID":"18056","userID":"143","AID":"%AutoResponder:AutoResponderID%"} X-SMTPAPI: {"unique_args":{"abuse-id":"1t5-3z5k-bG9qYmFuQGxvamJhbi5vcmc%3D-epc-vr-rs"}, "category":"campaign"} MIME-Version: 1.0 Content-Type: multipart/alternative; boundary="b1_5e38398fa09e494e5a8867ff7d1a3060" X-Spam-Score: 3.7 (+++) X-Spam_score: 3.7 X-Spam_score_int: 37 X-Spam_bar: +++ X-Spam-Report: Spam detection software, running on the system "stodi.digitalkingdom.org", has NOT identified this incoming email as spam. The original message has been attached to this so you can view it or label similar future email. If you have any questions, see the administrator of that system for details. Content preview: 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? [...] Content analysis details: (3.7 points, 5.0 required) pts rule name description ---- ---------------------- -------------------------------------------------- 0.0 URIBL_BLOCKED ADMINISTRATOR NOTICE: The query to URIBL was blocked. See http://wiki.apache.org/spamassassin/DnsBlocklists#dnsbl-block for more information. [URIs: otmail.net] 1.6 DATE_IN_PAST_03_06 Date: is 3 to 6 hours before Received: date 0.0 HEADER_FROM_DIFFERENT_DOMAINS From and EnvelopeFrom 2nd level mail domains are different 0.7 SPF_SOFTFAIL SPF: sender does not match SPF record (softfail) 0.0 HTML_MESSAGE BODY: HTML included in message -1.9 BAYES_00 BODY: Bayes spam probability is 0 to 1% [score: 0.0000] 0.1 DKIM_SIGNED Message has a DKIM or DK signature, not necessarily valid 0.5 RAZOR2_CF_RANGE_51_100 Razor2 gives confidence level above 50% [cf: 100] 1.9 RAZOR2_CF_RANGE_E8_51_100 Razor2 gives engine 8 confidence level above 50% [cf: 100] -0.1 DKIM_VALID Message has at least one valid DKIM or DK signature 0.9 RAZOR2_CHECK Listed in Razor2 (http://razor.sf.net/) 0.0 LOTS_OF_MONEY Huge... sums of money --b1_5e38398fa09e494e5a8867ff7d1a3060 Content-Type: text/plain; charset = "utf-8" Content-Transfer-Encoding: quoted-printable Are your financial plans for the future under control? =0A=0AHealthcare, Ro= th IRA, 401K, Tax, College Debt, Home equity mortgages? =0A=0ADo you know h= ow to avoid getting ripped off by shady brokers?=0A=0AThis wealth summit ha= s assembled an amazing group of fiduciary financial advisors and industry e= xperts. Each one will share their own secrets and strategies to help you ma= ster a specific area of your personal finances. (The full program is listed= below.) =0A=0AWith the internet, you can watch from anywhere!=0A=0AAnd it'= s free to watch.=0A=0AWatch when you want! All sessions will be presented t= hroughout the week starting September 1st. =0A=0AYou can watch and replay e= ach session as many times as you like within 48 hours from it=E2=80=99s sch= eduled time. =0A=0AIf you can=E2=80=99t watch all the sessions you want wit= hin 48 hours, no worries! =0A=0AJust grab the Wealth Summit =E2=80=9CAll Ac= cess Pass=E2=80=9D and own the content forever!=0A=0AJust one tip could sav= e you thousands. You owe it to you and your family to find out more.=0A=0A= =3D=3D>> https://nextstep--wealthsummit.thrivecart.com/ws-all-access-pass/= =0A=0APS Here's the Program and presenters, starting Friday Sept 1.=0A=0AD= ay 1 =E2=80=93 Friday=0A=0AHealthcare & Medical: 3 Simple Ways to Manage Yo= ur Healthcare Costs During Retirement. David Armes, CFP=C2=AE, MBA=0ARetire= ment Planning: The Retirement Rehearsal - Benjamin Brandt, CFP=C2=AE, RICP= =C2=AE=0AFinancial Planning: 4 steps to building an effective household fin= ancial system - Hui-chin Chen, CFP=C2=AE=0AFinancial Planning: 3 Tricks To = Get The MAXIMUM Tax Benefits From Your Charitable Donations - Garrett Prom,= CFP=C2=AE, CRPC=C2=AE, EA=0A=0ADay 2 =E2=80=93 Saturday=0A=0ATax Planning:= 3 Steps To Maximizing Tax Savings Using Roth IRA Conversions & Strategic R= echaracterizations - Greg Phelps, CFP=C2=AE, CLU=C2=AE, AIF=C2=AE, AAMS= =C2=AE=0ARetirement Planning: 3 Things You Need To Know About Your 401k Pla= n - John Frisch, CPA/PFS, CFP=C2=AE, AIF=C2=AE, PPC=E2=84=A2=0AInvesting: I= nvesting 8 Years Into A Bull Market - Michael Garry, CFP=C2=AE, JD/MBA=0AFi= nancial Planning: Why You Don=E2=80=99t Need a Budget (and what to do inste= ad) - Miguel Gomez, CFP=C2=AE=0A=0ADay 3 =E2=80=93 Sunday=0A=0ARisk Managem= ent: 3 Ways To Protect Yourself From Creditors And Predators - Thomas E. Gr= eene III, Esq.=0ARetirement Planning: 7 steps for Gen XY=E2=80=99ers to dom= inate their 401k plan - Lauren Haynes, CIMA, CFP=C2=AE=0AInvesting: Sociall= y Responsible Investing =E2=80=93 How to Make a positive Impact with Your I= nvestments - Bill Holliday, CFP=C2=AE=0ARetirement Planning: 3 Tricks To Ma= ster your 3 Retirement Money Phases - Cheryl Krueger, CFP=C2=AE, FSA=0A=0AD= ay 4 =E2=80=93 Monday=0A=0AInvesting: 3 Ways To Protect Your Money From Sha= dy Brokers - David Liebrader, JD, Judge Pro Temp=0AInsurance: Critical Comp= onents of an Effective Long Term Care Strategy - Mark Maurer, CFP=C2=AE, MB= A=0ACollege Savings: Inside The 529 Plan: How To Select The Best College Sa= vings Plan For Your Family - Deborah Meyer, CPA, CFP=C2=AE=0AInvesting: Dim= ensions Of Investing Which Drive Returns: The 4 Factors You Need To Know - = Rubin Miller=0A=0ADay 5 =E2=80=93 Tuesday=0A=0AFinancial Planning: Let= =E2=80=99s get through old age without killing each other: The boomer= =E2=80=99s guide to caring for aging parents - Scott Neal, CPA, C=0AFinanci= al Planning: The Fiduciary Fuss: Finding The Best Financial Advice In A Wor= ld Of Brokers Selling Product - Carlos Pankseep=0ARetirement Planning: Roth= IRAs Rock: Who, What, When, Why =E2=80=93 and HOW - Johanna Fox Turner, CP= A, CFP=C2=AE, RLP=C2=AE=0ARetirement Planning: What is Asset-Liability Matc= hing and Why is it a Good Approach for Retirement? - Dana Anspach, CFP= =C2=AE, RMA=C2=AE, Kolbe Certified Consultant=C2=AE=0A=0ADay 6 =E2=80=93 We= dnesday=0A=0AInvesting: How Those Fancy Guaranteed Annuities REALLY Work, A= nd What You Should Do Instead - Scott Witt, FSA, MAAA=0AFinancial Planning:= Planning for Your Last Hurrah: Why Funeral Planning is Important for Every= one - Lauren Gadkowski Lindsay, CFP=C2=AE=0AFinancial Planning: 3 Secrets T= o Eliminating Your Student Loan Debt - Jason Hamilton, CFP=C2=AE=0AFinancia= l Planning: Financial Frenemies: How to avoid the top 6 investment mistakes= - Dan Solin, Sales Coach=0AFinancial Planning: The ABC=E2=80=99s of Home E= quity Conversion Mortgages - Don Graves, RICP=C2=AE, CRMS=0A=0ADay 7 = =E2=80=93 Thursday=0A=0ARetirement Planning: Social Security Claiming: How = to maximize benefits - Marc Kiner, CPA, NSSA=0AInvesting: Passive Investing= : Ever wondered why active investing fails miserably? It=E2=80=99s mostly b= ecause of the fees, and luck doesn=E2=80=99t last! - Chris Tidmore, CFA and= Andrew J. Patterson, CFA=0AFinancial Planning: Life Settlements: How To Ca= sh In On Your Old Life Insurance Policies - Mark Mrky=0A=0ADay 8 =E2=80= =93 Friday=0A=0ARetirement Planning: The Only Triple Tax-Free Way To Build = A One Million Dollar Retirement Plan - Garrett Prom, CFP=C2=AE, CRPC=C2= =AE=0A=0A=0A=0A=0A=0A=0A=0Ahttp://otmail.net/u.php?p=3D1t5/rs/3z5k/epc/1rf/= rs/rt=0A20 Maxwell Road #09-17=0AMaxwell House Singapore SG 069113 SG --b1_5e38398fa09e494e5a8867ff7d1a3060 Content-Type: text/html; charset = "utf-8" Content-Transfer-Encoding: quoted-printable =0A=0A=09=0A=09=09=0A=09=09=0A=09=09=0A=09=09=0A=09=0A
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Are your financial plans for the future und= er control?

Healthcare, Roth IRA, 401K, 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 fi= nancial advisors and industry experts. Each one will share their own secret= s and strategies to help you master a specific area of your personal financ= es. (The full program is listed below.)

With the internet, you = can watch from anywhere!

And it's free to watch.

Watc= h when you want! All sessions will be presented throughout the week startin= g 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 w= orries!

Just grab the Wealth Summit “All Access Pass&rdqu= o; and own the content forever!

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

=3D= =3D>> Watch Free Starting Friday Sept 1 - Find Out More

=0A


PS&= nbsp; This is the Program and presenters, starting Friday Sept 1.

Day 1 – Friday

Healthcare & Medical: 3 Simple Ways t= o Manage Your Healthcare Costs During Retirement. David Armes, CFP®, MB= A
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 Plannin= g: 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 Co= nversions & Strategic Recharacterizations - Greg Phelps, CFP®, CLU&= reg;, AIF®, AAMS®
Retirement Planning: 3 Things You Need To Kn= ow About Your 401k Plan - John Frisch, CPA/PFS, CFP®, AIF®, PPC&tra= de;
Investing: Investing 8 Years Into A Bull Market - Michael Garry, C= FP®, 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 Creditor= s And Predators - Thomas E. Greene III, Esq.
Retirement Planning: 7 st= eps for Gen XY’ers to dominate their 401k plan - Lauren Haynes, CIMA,= CFP®
Investing: Socially Responsible Investing – How to Mak= e a positive Impact with Your Investments - Bill Holliday, CFP®
Re= tirement Planning: 3 Tricks To Master your 3 Retirement Money Phases - Cher= yl Krueger, CFP®, FSA

Day 4 – Monday

Invest= ing: 3 Ways To Protect Your Money From Shady Brokers - David Liebrader, JD,= Judge Pro Temp
Insurance: Critical Components of an Effective Long Te= rm 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

Da= y 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 F= uss: Finding The Best Financial Advice In A World Of Brokers Selling Produc= t - Carlos Pankseep
Retirement Planning: Roth IRAs Rock: Who, What, Wh= en, 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 Certifie= d Consultant®

Day 6 – Wednesday

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

Day 7 – Thursday<= br />
Retirement Planning: Social Security Claiming: How to maximize b= enefits - Marc Kiner, CPA, NSSA
Investing: Passive Investing: Ever won= dered why active investing fails miserably? It’s mostly because of th= e fees, and luck doesn’t last! - Chris Tidmore, CFA and Andrew J. Pat= terson, CFA
Financial Planning: Life Settlements: How To Cash In On Yo= ur Old Life Insurance Policies - Mark Mrky

Day 8 – Friday<= br />
Retirement Planning: The Only Triple Tax-Free Way To Build A One= Million Dollar Retirement Plan - Garrett Prom, CFP®, CRPC®
=3D=3D>> Watch Free Starting Friday Sept 1 - Find Out More

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