LIVING A TAX FREE RETIREMENT

Description
WHAT YOU WILL LEARN
WHO SHOULD ATTEND
Instructor

This two hour course offers real world strategies and methods designed for those who are preparing for retirement or are in the early stages of retirement and looking for ways to reduce or even eliminate taxes owed from income. This course is designed to take the confusion out of retirement planning and empower you to understand your finances and design a plan based on sound principles and safe practices. This course will show you how to properly allocate your assets using IRS Guidelines to reduce or eliminate taxes on your income. Upon completion you will know how to properly allocate your assets, accurately devise a plan for Tax Free income that will last throughout your retirement, and how to take advantage of little known investment vehicles that will help you both achieve your tax free retirement goals and leave a legacy to your loved ones as well.

• How to establish retirement goals and objectives based on your risk tolerance

• Identifying the IRA Ticking Time Bomb

• How to optimize your asset allocation to minimize risk of loss

• Why paying off your mortgage early might be a bad idea

• How to use banking strategies to become your own banker

• How to use current IRS tax codes to create a tax-free retirement

• How to generate predictable and reliable income for life

• Individuals and couples wanting to gain more knowledge and training to help maximize their retirement years

• People who simply want to better understand what they already have in their portfolios

• Individuals and couples with the desire to reduce or eliminate taxes owed during retirement

• Anyone who is not 100% sure they will have a good retirement

David Afraimi

David Afraimi began his financial services career in 1999 as an insurance account executive in Northern California. His ability and desire for growth quickly moved him into a sales management position, providing him with the skills and knowledge he would need to expand the company and move into a new market. After five years of consistent success, David moved his efforts and expanded the company to Denver, Colorado in 2005 where he is currently the principal of BAM Advisory Group. David is a highly energetic financial professional with 22 years of industry experience. He is passionate about providing sound advice to clients and appreciates the opportunity and unique challenge of working with and forming long-lasting relationships with a variety of people. David’s expertise includes retirement income planning, Social Security maximization, estate planning and tax mitigation. David is able to build portfolios with objectivity, having no proprietary business obligations for himself and BAM Advisory Group. Being an independent advisor allows him to strictly focus on the needs of the individual. David’s licensing and certifications include the Series 66, Life & Health, Long-Term Care, Registered Investment Advisor, Registered Financial Consultant®, Certified Tax Specialist™, Certified Financial Fiduciary® and National Social Security Advisor®. Outside of helping family, friends, and community members plan for the future, Davis also enjoys all the beauty and adventure Colorado has to offer with his wife, Kristy, and sons, Jordan and Ty. When away from the office, David enjoys traveling and visiting his family in Reno, NV, as well as mountain biking, snowboarding, yoga, and working out. The Afraimi family also love their 2 French bulldogs, Manny and Dre.

Course Detail