Join us for a private educational event and learn how to legally divorce the IRS from your retirement accounts and build a foundation of tax-free retirement income.
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What the IRS Doesn't Want You to Know About Your Retirement
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This presentation should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel. Estate planning is done in conjunction with your estate planning attorney, tax attorney, and/or CPA.
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Merit Advisors, LLC is not affiliated with the U.S. government or any governmental agency.
Certified Senior Advisors (CSAs)® have supplemented their individual professional licenses, credentials, and education with knowledge about aging and working with older adults. It is recommended that you verify the validity of any professional’s credentials with whom you conduct business and be sure you completely understand what those licenses, credentials, and education signify. The CSA certification alone does not imply expertise in financial, health, or social matters. For more details visit www.csa.us.The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Any reference to the marks owned by The American College shall include the following footnote in reasonable proximity to the first reference of the mark(s): The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. 3061334 - 5/25
OR
Event Details:
Tuesday, April 1st @ 6:00 PM or
Thursday, April 3rd @ 6:00 PM
Liberty Branch Library
7468 Steitz Road Powell, OH 43065
OR
BONUS! Please enjoy catering from Chipotle during our event as our 'thank you' for joining us!
BONUS! Please enjoy catering from Chipotle during our event as our 'thank you' for joining us!
Liberty Branch Library
7468 Steitz Road Powell, OH 43065
Tuesday, April 1st @ 6:00 PM or
Thursday, April 3rd @ 6:00 PM
Event Details:
In testimony to congress on how to "fix the nation's debt" problem, the Honorable David M. Walker, CPA, said:
“...the tax rate for the lowest tax bracket would have to be increased from 10 percent to 25 percent; that tax rate on incomes in the current 25 percent bracket would have to be increased to 63 percent; and the tax rate of the highest bracket would have to be raised from 35 percent to 88 percent.”
-David M. Walker in the 2008 CBO Report: The Long-Term Economic Effects of Some Alternative Budget Policies
Why You Need to Attend This FREE Event
Meet Your Presenter
As founder and president of Merit Advisors, J.B. Howard is an Investment Adviser Representative (IAR) whose passion for financial literacy and client empowerment is rooted in his childhood.
Raised by a single mom who worked full time just to be able to provide the necessities for her children, J.B. learned the value of hard work and careful financial decisions. He began working as a caddy when he was 13, which eventually helped him attend college on a caddy scholarship and fueled his passion to become financially literate and share his knowledge with his mom and others so they could pursue their retirement dreams.
J. Burke (JB) Howard
RFC®, CSA, CLU®
In 2001, J.B. joined Dome Financial Services, an independent firm founded by his father-in-law, Rick Gostel, who had more than three decades of experience. J.B. went on to open Merit Advisors in 2005.
J.B. has passed his Series 66 securities exam and holds life and health insurance licenses in several states, enabling him to offer both investment strategies and insurance products and services. He also has earned designations as a Registered Financial Consultant, Chartered Life Underwriter and Certified Senior Advisor.
He believes it’s essential to find a team that can navigate all aspects of a financial strategy – for retirement income strategy, tax-efficient strategies and legacy planning to wealth creation strategies and asset management.
“Find someone you can trust who will not just tell you what to do but who understands what’s going on in the world from a macro standpoint,” J.B. says. “Someone who can make adjustments to your plan according to your goals as well as what’s going on in the world.”
A graduate of Bowling Green State University, J.B. is on the board of the Fellowship of Christian Athlete’s Whole In One ministry and a member of New Life Church in Mount Vernon, Ohio. He also is a longtime supporter of Westerville Area Resource Ministry, The Navigators and the Alzheimer’s Association.
J.B. and his high school sweetheart, Krista, have been married for more than 22 years and have two children, Kyler and Kennedy. The family lives on a homestead in Gambier and cares for a flock that includes chickens, alpacas, two barn cats, a llama, a horse named Oliver, a chocolate labrador retriever named Finley and a pug named Mo.
When he isn’t helping clients, J.B. enjoys hiking, mountain biking, golfing, endurance events such as the 29029 Everest hike, paddleboarding and kayaking.
Join us for a private educational event and learn how to legally divorce the IRS from your retirement accounts and build a foundation of tax-free retirement income.
What the IRS Doesn't Want You to Know About Your Retirement
OR
Event Details:
Tuesday, June 24th @ 6:00 PM or
Thursday, June 26th @ 1:00 PM
4500 Hickory Chase Way, Hilliard, OH 43026
Hilliard Library
BONUS! Please enjoy catering from Chipotle during our event as our 'thank you' for joining us!
Join us
Event Details:
Tuesday, June 24th @ 6:00 PM or
Thursday, June 26th @ 1:00 PM
Hilliard Library
4500 Hickory Chase Way, Hilliard, OH 43026
OR
The IRS Has A Plan For Your Retirement–Do You?
Join us for a private educational event and learn ways to help build a foundation of tax-reduction retirement income.
