UPDATED TAX LAWS REQUIRE QUICK CHANGES BY PRE-RETIREES
You are cordially invited to our fine dining Tax Minimization workshop that is uniquely designed to help future retirees who have more than $500K in investments.
Date
Monday, January 26 or Tuesday, January 27
Time
6:00 PM – 7:30 PM
Location
Oak Marsh Golf Course & Event Center
Includes
Complimentary Dinner
Topics We'll Cover
Discover how these factors will impact you, your family, and your legacy
Strategic Roth Conversion Timing
Strategies for implementing Roth conversions annually upon the updates from the One Big Beautiful Bill Act (OBBA).
Tax Defense Against National Debt
Tax strategies designed to preserve your assets and future income from the surging U.S. National Debt.
Smart Social Security Timing
Why delaying Social Security can have a significant reduction in the taxes you pay and the retiree health insurance costs you have prior to age 65.
Tax-Efficient Investment Placement
Why placing your more conservative investments in 401(k)s, 403(b)s and IRAs can save you thousands of dollars during your lifetime.
Political Shifts and Health Costs
How changes in the political landscape can impact your retiree health insurance prior to 65, and how to structure your investments to help minimize the costs associated with this change.
Enhancing Charitable Tax Benefits
How to magnify tax deductions from charitable giving in advance of retirement.
Meet Your Hosts & Speakers
Learn from experienced financial professionals dedicated to your success
Ty Bernicke, CFP® | President & CEO
Ty currently works with a limited number of clients who require wealth and/or investment management services. His research on investment management, retirement planning, and tax minimization strategies has been published or recognized by The Wall Street Journal, Forbes, The New York Times, Futures Magazine, and many other well-known national and international publications.
Mitchell VanDenMeerendonk, CFP® | Wealth Manager
With his CFP® credential, Mitchell is able to offer clients comprehensive financial planning alongside advanced strategies for potentially preserving, growing, and transferring wealth. This certification demonstrates his commitment to fiduciary advice and his knowledge in addressing complex needs faced by high-net-worth individuals, including tax optimization, estate planning, and asset protection.
An Evening of Education
Enjoy a delicious dinner with a workshop focused on retirement planning
Complimentary Dinner Menu
Main Course
Your choice of Top Sirloin with Roasted Mushroom Sauce or Sautéed Chicken Breast topped with Champagne Cream Sauce
Sides
Sautéed Green Beans, Chef’s Salad & Assorted Bread
Best-In-State Wealth Advisor
We're Humbled to Be Awarded
Ty Bernicke was recognized as a Best-In-State Wealth Advisor by Forbes for the eighth consecutive year. The list spotlights advisors leading the way in offering best practices and providing a high-quality experience for clients.
- Fiduciary Standard of Care
- Research-Driven Approach
- Comprehensive Planning
- Decades of Experience
What Our Clients Say
Hear from people who've been through the process
“We have been using the services of Bernicke Wealth Management for twenty years and have been very satisfied. We appreciate the personal attention given to our investment portfolio and the time spent with us on at least an annual basis to review our finances. We highly recommend this company.”
John
Altoona, WI
“It’s been a pleasure to work with the Bernicke staff whenever we have had to contact them. They are all polite and courteous when dealing with any of them.”
Tom
Chippewa Falls, WI
“We did an annual Zoom review. Everything went great. We have been working with Bernicke for about 23 years +/-. This firm has always been great for us and very helpful.”
Greg
Hood River, OR
Clients have not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
Why Attend This Seminar?
What makes this evening valuable for you and your family
Complimentary Dinner
Enjoy a delicious meal while learning in a comfortable, relaxed setting
Professional Guidance
Learn from a CERTIFIED FINANCIAL PLANNER™ with years of experience
Timely Insights
Understand how current events affect your retirement and investment strategy
Q&A Session
Get your specific questions answered in a welcoming group setting
Free Resources
Take home valuable planning materials and educational guides
Bring a Guest
Spouses and partners are encouraged to attend together
Reserve Your Seat Today
Space is limited at this intimate dinner seminar. Secure your spot now to ensure you don't miss out!
Or Call (833) 657-7182 to RSVP
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Forbes ranking of America’s Top RIA Firms, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone, virtual and in-person due diligence interviews, and quantitative data. The algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those that encompass best practices and approaches to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Individuals showing a CFP® designation hold an active CERTIFIED FINANCIAL PLANNER™ certification. To earn the CFP® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends. You can find more information about this designation at CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification.
Individuals showing a CFA® designation hold an active CHARTERED FINANCIAL ANALYST™ certification. To earn the CFA® designation, the individual had to complete an approved educational program, pass a rigorous examination and meet stringent work experience requirements. Designation holders also adhere to a professional Code of Ethics and fulfill annual continuing education requirements to remain aware of current planning strategies and financial trends.
Individuals with the CPWA designation, issued by the Investments & Wealth Institute, must complete program prerequisites, pass the final exam, and complete the necessary continuing education requirements. You can find more information about this designation at Certified Private Wealth Advisor (CPWA) Certification.
The use of Ty Bernicke’s research or publication of articles he has written does not indicate an endorsement of his work as an Investment Advisor. The publications did not receive compensation for publishing Mr. Bernicke’s work.
Advisory products and services offered by Investment Advisory Representatives through Bernicke Wealth Management, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and Bernicke Wealth Management are unaffiliated entities. Bernicke Wealth Management and Private Client Services do not offer legal or tax advice. Always consult a legal or tax professional regarding your specific situation.
Our Advisors are Securities Registered in the following states: AL, AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KS, KY, MD, MI, MN, MS, MT, NC, ND, NM, NY, OH, OR, SC, SD, TN, TX, VA, WA, WI, WV, WY
Our Advisors offer advisory products and services in the following states: AL, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, MT, NC, ND, NM, NY, OH, OR, PA, SC, SD, TN, TX, VA, VT, WA, WI, WV, WY
