How to diversify your tax exposure and enhance your legacy
Who can Attend : Everyone with a retirement account
Event Details
- July 19th, 2024
- 10:00 AM (MST)
LOCATION
Akamai Conference Room
East Conference Center – 1st Floor
-
2795 E Cottonwood Pkwy
Salt Lake City, UT 84121
Protecting and Maximizing Your Legacy
Registration Form
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Don’t miss this information-packed event!
Meet Your Presenter
Grace Nicholson, Founder of Akamai Advisors
Grace Nicholson has dedicated the last 10+ years to increasing financial literacy and helping her clients make the best financial decisions for their future. Grace builds trust with clients by always putting them first. We take a holistic approach that goes beyond the client’s financial portfolio, by identifying what is most important to you, determine if your current plan is in alignment with those goals, or off track, and making a plan to get where you want to be. You should know what you have, how it works, and what it does for you.
Grace’s proficiency in the areas of Income Optimization, Insurance, Investments, Long-Term Care planning, and Tax strategies can help you be as efficient as possible for your own life and for your beneficiaries.
Securities 65 licensed – Investment Adviser Representative
Licensed for Insurance in ID, UT, HI, MO, OR, NM, AZ, OR, WA
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors (“PCA”) an SEC registered investment adviser with its principal place of business in the State of Ohio. Akamai Advisors and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and Tax Services offered through Akamai Advisors are not affiliated with PCA. Information and strategies from this presentation should not be viewed as investment advice. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.