Path to Tax-Free Retirement: 23 Years of Expert Insights Webinar

Path to Tax-Free Retirement: Achieve the 0% Tax Bracket with Industry Leader David Mcknight

Join David McKnight to learn about the Power of Zero, a way to achieve a 0% tax bracket in retirement and protect your family's wealth. This webinar is a chance to learn simple steps for tax-free retirement planning, including understanding the economy's impact, using life insurance as a tax-free income source, and taking advantage of low tax rates before they rise in 2026. It's all based on David's proven strategies, shared in his bestselling books and recognized by top financial experts.

Wednesday, March 20, 2024

@2:30PM EST

Client Exclusive

Exclusive to Anomaly clients + 1 friend

Your Guest Speaker:
David Mcknight

A financial expert and author of "The Power of Zero", is known for his strategy to help individuals reach a zero percent tax bracket

Your Host:
Greg O'Brien

Award-winning CPA specializing in complex tax planning and virtual CFO

Your Host:
John Malone

Award-winning certified Tax Coach, Attorney, and Business Advisor

David McKnight will guide you through strategies to secure your future from the impact of a projected $40 trillion national debt and expected tax increases. You'll learn about the Power of Zero strategy, which aims to secure a tax-free retirement, emphasizing the importance of acting now before tax rates rise.

Furthermore, David will explain how integrating Life Insurance Retirement Plans (LIRP) into your financial planning can provide a steady, tax-free income in retirement. This session leverages David's vast experience, celebrated in his bestselling books and his recognition as a trusted expert by top financial media. It's an opportunity to equip yourself with knowledge and tools to navigate future economic challenges confidently

What You Will Learn On This Live Training Event:

The Power of Zero Explained:

Learn directly from the source about setting up tax-free wealth for your family.

Holistic Retirement Planning:

Gain insights into the economic considerations essential for a comprehensive retirement strategy.

Leveraging LIRP:

Discover how a Life Insurance Retirement Plan can create a tax-free income stream for your future.

Tax Rate Opportunities:

Understand why the current tax rates are advantageous through 2026 and how you can benefit.

As Seen On:

About the Hosts:

David Mcknight

Guest

David McKnight is a leading expert in tax-free retirement strategies with over two decades of experience. A Brigham Young University honor graduate, McKnight's influential work has featured in prominent outlets like Forbes and The New York Times. His significant work, "The Power of Zero", has been widely recognized in leading publications, guiding many towards a tax-free retirement. His book has sold over 350,000 copies, with its updated and revised edition published in September 2018, ranking as the #2 most-sold business books globally that week.

McKnight's insights into effectively using Life Insurance Retirement Plans (LIRP) and taking advantage of current tax laws are crucial for anyone planning for a secure financial future in retirement.

Greg O'Brien

Host

Greg O'Brien is an award winning CPA specializing in complex tax planning and virtual CFO services for startups, entrepreneurs and high growth individuals. A leader in finding creative solutions to today's complex tax and business environment.

As the only Certified Tax Strategist in Massachusetts, licensed by the American Institute of Certified Tax Planners, he specializes in using advanced tax reduction strategies to help business owners and individuals with complex situations reduce their overall tax burden.

John Malone

Host

John is a multi-faceted advisor with a passion for working with entrepreneurial clients and early stage businesses as they navigate complex tax and financial issues. John understands that your business and life are intertwined, requiring a management strategy that considers the right now in conjunction with your company's financial longevity and wellbeing.

John’s focus is on his client’s future, which is centered around proactive and advanced tax planning. John is a Certified Tax Coach as designated by the American Institute of Certified Tax Planner. With this background, he aims to provide innovative solutions to the ever-changing tax landscape. John is also an Attorney that has been recognized as a “Rising Star” each year from 2018 through 2021 by the Massachusetts Super Lawyers Magazine. In addition to his role with the Anomaly team, John owns and operates a law firm in Boston.