A graduate of Appalachian State University, Jonathan earned a Bachelor of Business Administration with a double major in financial services and economics. After working as a loan officer in the banking industry for several years, he transitioned and trained as a financial advisor, working at Edward Jones for three years. His favorite part of being an advisor is building long-term client relationships, and by working at an independent firm, he can now access a full range of the tools and investment services his clients need.
Jonathan and his wife Rimes have two boys together—Grayson and Henry. When not in the office helping his clients, Jonathan can be found with his family, fly fishing, camping, or spending time together in the great outdoors.
When: This is a two-night master class offered September 19 & September 21 from 6:30pm - 8:00pm each night.
The top reason baby boomers and pre-retirees attend this class is to become informed and learn things that they didn’t know about regarding retirement planning. Many of the retirement planning strategies utilized by our parents have grown outdated and may no longer be the optimal application for those seeking to retire today or in the next few years. This course compares and contrasts the older retirement paradigms versus what exists today. You will learn how to help insulate yourself from the risks of rising taxes, low interest rates, and become aware of and help avoid common retirement planning mistakes.
The information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipalities, taxes, or penalties. You should seek advice based on your particular circumstances from an independent tax advisor as tax laws are subject to interpretation, legislative change, and unique to every specific taxpayer’s particular set of facts and circumstances.
Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Alloy Wealth Holdings LLC – DBA Alloy Investment Management.
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