We love having fun with our clients, and we have a great calendar planned out with our “Client Exclusive” events! If you would like to learn more about joining the Heckman Financial and Insurance Services, Inc. Client Family, please contact us today!
All events require advanced RSVP to Info@WealthCreator.com Be sure to check the “RSVP by” date.
SMART WOMEN FINISH RICH
January 30 or 31st at 6:00pm
- How to align your money with what matters to you most (Note: Retirement is supposed to be about far more than just finances!)
- Discover the good news for women facing and retiring retirement
- What you need to do to make sure you and your family are prepared if something should happen to you or your spouse
- 3 simple moves you can make to help take control of your financial future before and during retirement
- Why millions of informed women who have lived in financial fear have come to realize their best days are actually ahead
- And MUCH more!
SMART WOMEN FINISH RICH
January 30 or 31st at 6:00pm
- How to align your money with what matters to you most (Note: Retirement is supposed to be about far more than just finances!)
- Discover the good news for women facing and retiring retirement
- What you need to do to make sure you and your family are prepared if something should happen to you or your spouse
- 3 simple moves you can make to help take control of your financial future before and during retirement
- Why millions of informed women who have lived in financial fear have come to realize their best days are actually ahead
- And MUCH more!
Join the Financial Knowledge Institute at our important upcoming event TAXES Today! Founder Eric Heckman will teach you how to:
Avoid The Tax Mistakes That Could Cost You Thousands!! RSVP Today!
- Learn what changed with the new tax reform law and how your retirement may be impacted
- Identify and avoid some of the most common and costly mistakes many Baby Boomers make in retirement
- Understand how lost deductions may cause your tax rate to go up (not down) in retirement
- Discover how you may be able reduce (or even eliminate)
- Discover specific taxes you can potentially reduce or possibly eliminate with tax efficient strategy
- Learn about the window of opportunity IRA & 401K owners to leverage 2018 Tax Reform for potentially lower retirement taxes!
- Discover what 80% of Baby Boomers can do NOW
- Discover how sequencing withdrawals from certain retirement accounts may reduce your taxes in retirement
- Understand how lost deductions could cause your retirement taxes to be higher than expected (and how to plan for it!)
- Learn how new changes to tax laws could affect the taxes you own on your Social Security Income!
Fill out the form below to RSVP!
Join the Financial Knowledge Institute at our important upcoming event TAXES Today! Founder Eric Heckman will teach you how to:
Avoid The Tax Mistakes That Could Cost You Thousands!! RSVP Today!
- Learn what changed with the new tax reform law and how your retirement may be impacted
- Identify and avoid some of the most common and costly mistakes many Baby Boomers make in retirement
- Understand how lost deductions may cause your tax rate to go up (not down) in retirement
- Discover how you may be able reduce (or even eliminate)
- Discover specific taxes you can potentially reduce or possibly eliminate with tax efficient strategy
- Learn about the window of opportunity IRA & 401K owners to leverage 2018 Tax Reform for potentially lower retirement taxes!
- Discover what 80% of Baby Boomers can do NOW
- Discover how sequencing withdrawals from certain retirement accounts may reduce your taxes in retirement
- Understand how lost deductions could cause your retirement taxes to be higher than expected (and how to plan for it!)
- Learn how new changes to tax laws could affect the taxes you own on your Social Security Income!
Fill out the form below to RSVP!
Social Security Can Be Confusing!
The Financial Knowledge Institute, a 501c3 Non-Profit Organization with Special Guest Speaker, Eric Heckman, CFP®, Founder President of Heckman Financial & Insurance Services, Inc. are hosting this educational and informative event to help you understand Social Security, and all of the pitfalls to avoid.
Attend this free workshop and learn:
- How Social Security Works
- How filing for Social Security at the wrong time can cost you thousands of dollars
- Ways to optimize your Social Security and maximize your benefits
- Changes to Social Security and how they will affect your benefits
- Taxes in Social Security and ways to reduce or even eliminate some tax
- How to design your Retirement Income Plan & include your Social Security Income
All of this and MORE will be covered at our upcoming workshop!
Choose from TWO dates:
Wednesday, February 20th at 6PM or Thursday, February 21st at 6PM
Location: Almaden Community Center 6445 Camden Ave, San Jose, CA 95120
Space is limited and reservations are required.
RSVP by emailing: Jennine@FinancialKnowledgeInstitute.org or by calling 866-734-8465 or complete the event registration form below!
Social Security Can Be Confusing!
The Financial Knowledge Institute, a 501c3 Non-Profit Organization with Special Guest Speaker, Eric Heckman, CFP®, Founder President of Heckman Financial & Insurance Services, Inc. are hosting this educational and informative event to help you understand Social Security, and all of the pitfalls to avoid.
Attend this free workshop and learn:
- How Social Security Works
- How filing for Social Security at the wrong time can cost you thousands of dollars
- Ways to optimize your Social Security and maximize your benefits
- Changes to Social Security and how they will affect your benefits
- Taxes in Social Security and ways to reduce or even eliminate some tax
- How to design your Retirement Income Plan & include your Social Security Income
All of this and MORE will be covered at our upcoming workshop!
Choose from TWO dates:
Wednesday, February 20th at 6PM or Thursday, February 21st at 6PM
Location: Almaden Community Center 6445 Camden Ave, San Jose, CA 95120
Space is limited and reservations are required.
RSVP by emailing: Jennine@FinancialKnowledgeInstitute.org or by calling 866-734-8465 or complete the event registration form below!
Eric Heckman of Heckman Financial & Insurance Services, Inc., Wealth Creator Radio Host and Author of Worry Less Wealth proudly invites you to attend our upcoming luncheon workshop in Downtown San Jose. Smart Women, Smart Retirement™ the retirement workshop based on the New York Times 9-Time Bestselling book, Smart Women Finish Rich® by David Bach is back by popular demand and this is your chance to attend!
Smart Women, Smart Retirement™ because women face DISTINCTLY DIFFERENT financial challenges than men during retirement, and let’s face it: MOST FINANCIAL PROFESSIONALS AREN’T EVEN SPEAKING YOUR LANGUAGE. Join us for a fun and lively event in which we discuss:
• How to align your money with what matters to you most (NOTE: Retirement is supposed to be about far more than just finances!)
• Discover the good news for women facing and enjoying retirement
• What you need to do to make sure you and your family are prepared if something should happen to you or your spouse
• 3 simple moves you can make to help take control of your financial future before and during retirement
• Why millions of informed women who have lived in financial fear have come to realize their best days are actually ahead
• And much more… WHEN YOUR VALUES ARE CLEAR, FINANCIAL DECISIONS BECOME EASIER.
DON’T MISS THIS FUN OPPORTUNITY TO GET THE CLARITY AND CONTROL YOU NEED!
Date: March 7th at 12:00 pm. Reservations are required and space is limited.
Complete the form below to RSVP by 3/6/2019
Location: Market Square 111 N. Market St. 4th Fl, Suite 407 San Jose, CA 95113
Validated parking and lunch will be provided. Call or Text: 408-297-9800
You and a guest, who are approaching or already in retirement, are invited to attend a powerful retirement workshop! We will clearly present valuable information that may help increase your income, reduce your risk, lower taxes and help put you on the path toward a well-planned retirement!
SMART COUPLES, SMART RETIREMENT™-THE Retirement Workshop. Based on the time-tested ideas and principles of Smart Couples Finish Rich® by 9-time New York Times bestselling author David Bach!
Attend this workshop and learn:
-How smart couples work as a “Team” on their retirement goals
-The new tax rules and how to “catch up” over age 50
-How to find out NOW if your retirement income will last as long as you need it
-What you are not being told about your IRA account and need to know
-How to prepare for future market corrections before they happen
-What to do with “dormant” retirement accounts from previous employers
-Why, believe it or not, many retirees may actually be wise to take Social Security early
-How to ensure your values are aligned with your money as a couple
DISCOVER 6 STEPS TOWARD A SECURE AND HAPPY RETIREMENT TOGETHER!
Date: Wednesday, April 3rd at 6 PM OR Thursday, April 4th at 6 PM
Location: Evergreen Community Center 4860 San Felipe Rd, San Jose, CA 95135
Each couple will receive a FREE 28-page workbook for attending!
Advanced Registration is REQUIRED by 4/1/2019.
Please RSVP to: Jennine@FinancialKnowledgeInstitute.org or Call 866-734-8465
Congratulations!! You have found the #1 Couples Retirement Workshop in the Bay Area!!
You and a guest, who are approaching or already in retirement, are invited to attend a powerful retirement workshop! We will clearly present valuable information that may help increase your income, reduce your risk, lower taxes and help put you on the path toward a well-planned retirement!
SMART COUPLES, SMART RETIREMENT™-THE Retirement Workshop. Based on the time-tested ideas and principles of Smart Couples Finish Rich® by 9-time New York Times bestselling author David Bach!
Attend this workshop and learn:
-How smart couples work as a “Team” on their retirement goals
-The new tax rules and how to “catch up” over age 50
-How to find out NOW if your retirement income will last as long as you need it
-What you are not being told about your IRA account and need to know
-How to prepare for future market corrections before they happen
-What to do with “dormant” retirement accounts from previous employers
-Why, believe it or not, many retirees may actually be wise to take Social Security early
-How to ensure your values are aligned with your money as a couple
DISCOVER 6 STEPS TOWARD A SECURE AND HAPPY RETIREMENT TOGETHER!
Date: Wednesday, April 3rd at 6 PM OR Thursday, April 4th at 6 PM
Location: Evergreen Community Center 4860 San Felipe Rd, San Jose, CA 95135
Each couple will receive a FREE 28-page workbook for attending!
Advanced Registration is REQUIRED by 4/1/2019.: Jennine@FinancialKnowledgeInstitute.org or call 866-734-8465
Don’t get put on a waiting list! Register NOW!!
So many in the Bay Area are looking to leave the commercial real estate business for good and finally retire to enjoy their lives without the tenant calls, costly repairs and tracking down rents….but what about the taxes? What are your options?!?
You and a guest are cordially invited to join Eric Heckman, CFP®, President of Heckman Financial & Insurance Services, Inc. for an informative and highly impactful presentation on 1031 Exchanges.
Join us for dinner and:
-Gain insights into the traits of professional practices that have grown a 1031 exchange platform.
-Develop a plan to use the 1031 solution to uniquely position yourself with your networking contacts.
-Receive an overview of an IRS Section 1031 real estate exchange, as well as an overview of why investing in a private placement may be something to consider.
-Learn about the opportunity to provide wealth management solutions through DSTs in a 1031 exchange.
-Gain deeper knowledge on the benefits of Section 1031 exchanges and deferring capital gains tax.
-Learn about the potential advantages of owning commercial real estate through fractional ownership.
10 Reasons to Consider DSTs
- Avoid financing obstacles
- DSTs make great back up properties
- Avoid taxable gains on boot
- No property management headache
- Diversification benefits
- Don’t get sidelined
- Swap til you drop
- Estate Planning Tool
- Quality properties and leverage options
- Low minimums
Accredited Investors only. Must own a residential or commercial rental property to attend. Advanced reservations are required, and seating is limited. Don’t miss out on your opportunity to attend this powerful workshop!
RSVP no later than 4/9/2018. Call/Text 408-297-9800 or email: Jennine@WealthCreator.com
Date: Thursday, April 11th Time: 12:00 pm
Lunch and Validated Parking will be provided!
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Schedule a meeting with one of our team to create your financial strategy today.