Barry H. Spencer is a recognized financial educator, author, speaker, industry thought-leader, financial advisor, and philanthropic and retirement income planning specialist whom you may have seen on or in Forbes, Kiplinger, Worth, affiliates of ABC, CBS, NBC, and interviewed by original “Shark” from ABC’s hit TV show Shark Tank, Kevin Harrington. His latest books include, Build Wealth Like a Shark, The Secret of Wealth With No Regrets; Giving Transforms You; The Serving Leader and Retire Abundantly. Barry’s presentations at industry events have benefited attorneys, accountants, financial advisors, and philanthropic professionals, and his presentations include lessons and stories from competing as a four time Ironman and elite triathlete. He and his wife, Lori, their two children and dogs live in Alpharetta, Georgia.

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Despite efforts to be accurate and current, this presentation may contain out-of-date information; we are under no obligation to advise you of any subsequent changes related to the topics discussed in this presentation. At the end of the presentation, you will be provided an opportunity to visit with us one-on-one to discuss your specific circumstance in a private, comfortable setting. There is no obligation to you for this visit. At this visit you may be provided with information regarding the purchase of insurance or investment products or establishing an advisory relationship. 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. Our firm is not affiliated with the U.S. government or any governmental agency. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Increased taxable income from the Roth IRA conversion may have several consequences including (but not limited to) a need for additional tax withholding or estimated tax payments, the loss of certain tax deductions and credits, and higher taxes on Social Security benefits and higher Medicare premiums. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA. By providing your phone number, you are consenting to receive calls and SMS/MMS msgs, including autodialed and automated calls and texts, to that number from the event. Msg&data rates may apply. Terms & conditions/privacy policy apply. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of the hosting firm is stated or implied. This event is not sponsored or endorsed by, nor affiliated with the location/venue. Wealth With No Regrets® is an investment advisor in Georgia registered with the Securities and Exchange Commission (SEC). Registration of an investment advisor does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Wealth With No Regrets® only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Wealth With No Regrets’® current written disclosure brochure filed with the SEC which discusses, among other things, Wealth With No Regrets’® business practices, services, and fees is available through the SEC’s website at: www.adviserinfo.sec.gov. These materials and information provided at this event are for informational purposes only. They are not intended to provide, and should not be relied on for, any tax or legal advice. Please consult a qualified professional before making decisions about your financial situation. Any reduction in taxes would depend on your specific tax situation. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entails risk and are not suitable for all investors. This is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction. Event registration is consent to receive marketing email and SMS text communications from Wealth With No Regrets®. By providing your phone number, you agree to receive text messages from Wealth With No Regrets®. Message and data rates may apply. Message frequency varies.

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Free Educational Workshop

Smart Tax Retirement Free Educational Workshop

TAX ALERT 2024: POTENTIALLY HIGHER TAXES, HIGHER INFLATION & MORE STOCK MARKET VOLATILITY

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