Maximizing RMDs and Roth IRAs:
Advanced Tax Strategies and Custom Portfolio Allocations for Optimal Distribution & More
Live Webinar

Optimize Your Retirement:
Navigating RMDs, Lifestyle, Legacy, and Tax Strategies Through Economic Changes

Register for the Webinar

Discover from Nicolas J. McLeod some of the biggest developments to retirement plans in a time of crisis like we are experiencing today...

Date: Tuesday, September 10th

Time: 6:30 PM CDT

Learning Objectives:

✔️ Effective Management of RMDs and Roth IRAs: Explore proven strategies for optimizing Required Minimum Distributions and Roth IRAs to ensure a secure and prosperous financial future.


✔️ Understanding Market Trends: Learn how to navigate current market trends and volatility to make informed investment decisions.


✔️ Navigating Tax Implications: Gain insights into managing tax implications effectively, simplifying your financial planning process.


✔️ Building a Strong Financial Foundation: Discover practical steps to establish a solid financial base that aligns with your goals and aspirations.


✔️ Crafting a Personalized Financial Plan: Develop strategies tailored to your unique needs, ensuring your retirement plan supports your long-term objectives and dreams.


... and more!

PRESENTED BY NICOLAS J. MCLEOD

Founder, Author, Speaker, Educator & Advisor

Knowledgeable and Experienced Advisor, Customized Retirement Planning

Registration is NO COST for this breakthrough ONLINE event!

*By completing this form to register, you agree to receive SMS notifications related to the webinar you are registering for. Standard message rates may apply. You can opt-out at any time by replying "stop".

Nicolas (Nic) J. McLeod is a man of determination and competitive grit. Whether in the gym, on the tennis court with his wife or at home teaching his children a new chord on the guitar, Nic brings a high level of intensity and passion to the forefront.


Nic is a second-generation Wealth Preservation Specialist. He was fortunate to grow up having witnessed his father act as a trailblazer in an industry we refer to today as Wealth Preservation. This impacted him at an early age and it has now been over forty years since his father first started his practice in 1982. In 2005, Nic decided to launch his own firm and has now helped nearly 1000 families spread across the nation who have entrusted him with their financial wellbeing. Nic’s client base is diverse in both their professional backgrounds & financial needs. Nic has been actively serving his clients for nearly 20 years and proudly owns a record free of any consumer complaints. This is a direct result of the core values at McLeod Consulting. 


“As fiduciaries, our job is to foster a relationship of trust, both legally and ethically. This is what drives us, so that our client and his or her best interests are always first. We then take it to the next level and employ full transparency for both our clients and the multitudes of financial institutions we work with. Many of our clients have become like family and we could not be more thankful for them.”


"We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to your retirement. Our team will equip you with a personal, thorough & exclusive plan that is actively managed to ensure you continue to prosper throughout your retirement years." - Nic

Verified Google Reviews

*Unsolicited & Unpaid Client Testimonials

Nic is the kind of professional I love to do business with; because it’s his business, he will go the extra mile for you. And when I say, the extra mile, it’s probably more like - the extra TEN miles.


His strategies are smart and you’ll almost immediately start to see those strategies begin to pay off for you.


If you’re looking for a wealth professional who will value your business and care about your money as if it was his own, give Nic a call - you will not be disappointed!


- John G.

 - Amy W.

 - David E.

 - Pamela M.

 - Denise Y.

 - Richard S.

When?

One Evening Only!

Tuesday, September 10th at 6:30 PM CDT

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Where?

Join us from the comfort of your couch.

View on your computer or phone!

Why this Webinar is a Must Attend:

Mastering Market Fluctuations:

Understanding the best strategies to capitalize on these oscillations is crucial for avoiding costly retirement planning mistakes for longevity in your portfolio affluency.

Navigate Impending Tax Changes:

Anticipate upcoming tax reforms and their impact on investments and estates, and learn how to proactively plan for these changes to maximize returns and protect assets for the future.

Prepare for Future Regulatory Changes:

As global regulatory landscape evolves, understanding the impact of upcoming changes on investment strategies and compliance is vital for staying ahead of the curve and maximizing opportunities within the new regulatory environment.

During this class, also discover:

The elimination of pre-death requirements to take distributions for Roth 401(k) accounts.

Find the silver lining of opportunities for your life savings.


How the SECURE Act 2.0 updates will impact your retirement accounts.

If your advisor is not keeping up with the times you are going to be lost.


Retirement changes for 2024: Learn the new rules for your required distributions and withdrawal methods.
Change seems like a daily occurrence.


These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!


During these times it's important not to be frozen by fear or complacency.
Don't fall into the trap of thinking that congress, the fed or even financial advisors 

are going to fix retirement.

Ready to redefine your growth strategy?
Register today and discover how to innovate your investment strategies and gain a competitive edge in the ever-changing financial realm.

Secure your spot now!
Let’s elevate your retirement planning strategy as a cornerstone for growth in 2024 and beyond!

©2024 NJM Wealth Preservation Strategies. All Rights Reserved.

Investment Advisory Services offered by James Jurica, CFP® CLU® CHFC® RICP® are offered through Wealth Watch Advisors, an SEC Registered Investment Advisory Firm. NJM Wealth Preservation Strategies and Wealth Watch Advisors are not associated entities.