Top IRA & 401(k) Mistakes and BlundersLive Webinar 

Learn How to Avoid The Critical Mistakes That 80% of IRA Owners Make!

Register for the Webinar

Date: Wednesday, May 29th

Time: 6:30 PM PDT

Discover from Mark Turner some of the biggest mistakes that can derail retirement plans in a time of crisis like we are experiencing today...

Learning Objectives:

✔️ Lack of familiarity with IRA/401(k) rollover rules and restrictions, potentially leading to unexpected immediate taxation


✔️ Overpaying unnecessary fees and interest on IRAs, 401(k)s, and other retirement accounts, draining your savings


✔️ Misunderstanding the intricacies of required minimum distributions, risking missed deadlines and penalties


✔️ Understanding how current government policies may influence your retirement income and financial security


✔️ Discovering tax-efficient investment strategies for optimizing your IRA and reducing tax burdens


✔️ Determining when it's best to shield volatile assets from tax consequences outside of tax-exempt accounts


✔️ Unveiling the strategies to transform your retirement account into a source of tax-free income


✔️ Navigating the potential pitfalls of IRA/401(k) rollover rules that may lead to unexpected taxation

Registration is NO COST for this breakthrough ONLINE event!

PRESENTED BY MARK TURNER

President & Financial Advisor

Knowledgeable and Experienced Advisor, Customized Retirement Planning

*By completing this form to register, you agree to receive SMS notifications related to the webinar you are registering for. Standard message rates may apply. You can opt-out at any time by replying "stop".

Mark Turner has been helping individuals retire with confidence for over 2 decades. Mark is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make sure you have an income you can’t outlive. Working with top estate planning attorneys, he assists his clients with life insurance and long-term care planning alternatives to ensure legacy preservation for loved ones.


He has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. When Mark was just 25, his family wasn't prepared for the passing of his father at age 52. Mark recalls, "I saw what can happen when there's no planning in place and you receive inaccurate advice. That's why I urge my clients to plan early, review often, and make changes when necessary."


That experience motivated Mark to not only want to help others from enduring the same suffering he and his family went through, but also become an Accredited Investment Fiduciary (AIF). That designation is earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to their clients. "My goal is to create a worry-free retirement for my clients," says Mark. "I want them to be confident that they've done the proper planning to ensure wealth preservation for themselves and loved ones."


According to Mark, "Whether you have a nest egg of $5 million or $250,000, I want to ensure your money is working as hard and as smart as you did earning it. Each individual and couple has specific requirements, different tolerances for risk, and may need their money at different times for different reasons." By understanding the unique needs of his clients, Mark is able to develop financial strategies that work in the best interest of each and every one of his clients.


Mark attended California State Northridge with a major in business management and a minor in marketing. When he isn't advising clients, Mark enjoys spending time with his wife and daughter, traveling, and attending his daughter's many events.

When?

One Evening Only!

Wednesday, May 29th at 6:30 PM PDT

days
hours
minutes
seconds
00
00
00
00
days
hours
minutes
seconds

Where?

Join us from the comfort of your couch.

View on your computer or phone!

Why Attend Our Webinar?

Webinar: an online seminar that allows participants from anywhere in the world to come together in a virtual classroom to gain insight and information on topics of interest via the internet.

It's complimentary

Our goal is to SAVE you money. All of our online presentations are hosted and available to you free of charge.

Help stay current

You're busy. Learn WITHOUT searching for hours online or spending time and money traveling to in-person conferences.

Convenience is key

Tune in from ANYWHERE. Watch and listen to our live presentation without being on camera, and with private Q&A afterward.

Gain a second opinion

Reaffirm your CONFIDENCE. Continued education is up to you for the best plan and peace of mind in your retirement.

During this class, also discover:

The new IRA/401(k) contribution limit increase for employees and other retirement savings options.

Find the silver lining of opportunities for your life savings.


How the SECURE Act 2.0 updates will impact your retirement accounts.

If your advisor is not keeping up with the times you are going to be lost.


Retirement changes for 2024: Learn the new rules for your IRA/401(k).
Change seems like a daily occurrence.


These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!


During these times it's important not to be frozen by fear or complacency.
Don't fall into the trap of thinking that congress, the fed or even financial advisors 

are going to fix retirement.

Check the background of your financial professional on FINRA's BrokerCheck.


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.


We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


Copyright 2024 FMG Suite.

Investment advisory services offered through WMS Financial Services, LLC. and Mark D. Turner, 8820 E. Foxhollow Dr., Anaheim Hills, CA 92808 (714) 912-4906 a California Registered Investment Advisor. Insurance products and services are offered through Mark D. Turner, license #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd.. Ste 157-610 Anaheim, CA 2808 (714) 912-4906. All written content on ,this site is for information purposes only. Opinions expressed herein are solely those of Wealth Management Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation. Wealth Management Strategies is not affiliated with or endorsed by The Social Security Administration or any government agency. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of California or where otherwise legally permitted. Exclusive rights to this material belong to WMS Financial Services, LLC and Wealth Management Strategies. Unauthorized use of this material is prohibited.