JOIN US FOR A COMPLIMENTARY PRESENTATION

HELP PROTECT YOUR MONEY AND MINIMIZE TAXES IN TODAY’S EVER-CHANGING ECONOMY

POTENTIALLY AVOID COSTLY MISTAKES THAT ARE OFTEN MADE WITH RETIREMENT PLANS

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What You'll Learn

  • Creating a Reliable Retirement Income Strategy — How to coordinate your available resources to support the lifestyle you want throughout retirement.
  • Planning for a More Tax-Efficient Retirement — Strategies to help manage taxes before and during retirement so more of your income remains available for your goals.
  • Protecting Your Retirement and Legacy From Major Health-Care Costs — How unexpected medical and care expenses can disrupt even a well-designed retirement plan—and ways to prepare.
  • Navigating Market Volatility With Greater Confidence — How market downturns may affect retirement timing, income, and long-term financial decisions.
  • Bringing the Pieces of Your Retirement Plan Together — How income, investments, taxes, protection, and legacy decisions can work together rather than being addressed separately.

Featured Speaker

RJ Beucler, ChFC®, Founder and Senior Wealth Advisor

Many families approaching retirement have accumulated wealth but still lack a clear strategy connecting everything. RJ Beucler founded Wealth Sync Partners to solve that problem, helping clients turn disconnected financial decisions into one coordinated plan.

Through the firm’s E3 Planning process, RJ and his team help clients clarify priorities, strengthen their financial foundation, and align the strategies supporting their future. Every recommendation is guided by the client’s goals and overall plan --not by a

predetermined solution.

A former college athlete, high school mathematics teacher, and basketball coach, RJ brings nearly two decades of financial-services experience and an uncommon ability to simplify complex decisions. He is a Taylor University graduate and holds the Chartered Financial Consultant® designation. RJ and his wife, Ashley, live in Cincinnati with their three children. He enjoys his 2 dogs, golf, skiing, travel, exercise, and coaching youth sports.

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Event(s) not sponsored nor endorsed by the venue(s). The views, information, or opinions expressed during these events are solely those of the presenter(s) and do not necessarily represent those of the venue(s) and its employees. Not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. Wealth Sync Partners is an independent office which offers advisory services through United Advisory Group, LLC (“UAG”). UAG is an investment advisory firm registered with the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. UAG and Wealth Sync Partners are independent entities. Form ADV Part 2A &CRS can be obtained by visiting: https://adviserinfo.sec.gov and searching UAG’s firm name. Wealth Sync Partners offers additional products or services which are not advisory services offered through or supervised directly by UAG. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security of personalized investment, tax, or legal advice.