Archive for March, 2019

Build Tax Free Wealth & Maximize Retirement Income

March 15, 2019

Lisa Melby – Owner Firestone Financial
Lisa Melby – Associate Broker | Firestone Financial Group

Date: Thursday, March 28, 2019
Time: 6pm – 7:30pm
Event: Complimentary Dinner Event
Speaker: Lisa Melby – Financial Services
Venue: Grouse Mountain Lodge, 2 Fairway Dr., Whitefish,  MT

REGISTER: 877-685-6631 or lisamelby1@yahoo.com

This is an awesome event where you will learn the rules of money and how it actually works AND how to make it work for you and your family! ALL while you are treated to a fantastic complimentary dinner.

Learn how to safeguard your investments, with specific financial strategies and how to implement them.

Learn about the two biggest mistakes most people are making and how to correct them. THIS one alone can catapult you into a different wealth category!

You will learn how you may be transferring money away from yourself and your family and how to stop doing that and add it back into your family net worth.

You will learn how to take advantage of the most powerful IRS tax codes, what the strategies are and how to implement them.

You will learn how to protect yourself from Market Volatility and the next Market Correction.

We will also go over:
1. Debt Risk
2. Market Risk
3. Tax Risk and Tax Changes
4. Negative sequence of market returns the 1st years of retirement

This investment of one hour of your time could dramatically alter the direction of your financial wealth!

I have changed failed situations and retirements into successful situations and retirements, and good situations and retirements into stellar situations and retirements!

You owe it to yourself to get the information and to explore these concepts!

Date: Thursday, 03/28/19
Time: 6pm to 7:30pm
Event: Complimentary Dinner, Educational Seminar
Speaker: Lisa Melby – Financial Services Specialist
Venue: Blue Canyon, Hilton Garden Inn, 1840 U.S. 93 S. Kalispell MT

Learn How To: Build Tax Free Wealth and Maximize Your Retirement Income

REGISTER: lisamelby1@yahoo.com or 877-685-6631

**Please bring your business cards, at the end of the seminar every guest will be invited to introduce themselves and promote their business to the speaker and the other invited guests.

Hope to see you there!

Lisa Melby
Firestone Financial
Licenses: DOI MT 742264 | CA 0843024 | DRE 01230770 | NMLS 298325
125 Cedar Commons Ln., Ste. A, Kalispell, MT 59901
4010 Moorpark Ave., #104, San Jose, CA 95117
o: (877) 685-6631 | f: (408) 351-4277 | e: lisamelby1@yahoo.com

ERISA Lunch & Learn: Safeguard 401k

March 5, 2019

Lisa Melby – Owner Firestone Financial

Lisa Melby – Associate Broker | Firestone Financial Group

Why are 95% of Americans failing to save let alone create a plan that they can count on now and in the future, for retirement and other life events?

What are the 5% of Americans that are either financially independent or wealthy doing or accessing that the other 95% are not?

You will learn how to safeguard your investments, with specific financial strategies and how to implement them

1 Market Risk and Market Loss
2 Tax Risk and Tax Changes
3 Employment Risk, job loss, termination, layoff
4 Negative sequence market returns 1st years of retirement
5 Inflation – cost of living increase risk
6 Longevity Risk – outliving savings and investments

Learn about the:
-Mistakes we are all making unknowingly and how to fix them
-What the top 5% are doing that the other 95% aren’t doing
-The most powerful IRS tax code and how you can use it
-Safe money investments that are proven and viable in all markets

When employee’s fill out their evaluation form at the end of the Lunch & Learn they viewed the event as very favorable, they believed it is valuable information and an Employer provided benefit

-Employee’s value Employer provided benefits, education, meals and loyalty

-You have everything to gain and nothing to lose by inviting me in to have a Lunch & Learn at your office. You will provide the room and seating, I provide the projector, screen and lunch for you and your employees

-Many times a huge benefit to you and your employees can be created with the education I provide and the employee views this as provided by the Employer

Call or email me to set up a Lunch & Learn at your office today!

Thanks for stopping by, hope to see you soon. :o)

Lisa Melby
Firestone Financial
Licenses:DOI MT 742264 | CA 0843024 | DRE 01230770 | NMLS 298325
125 Cedar Commons Ln., Ste. A, Kalispell, MT 59901
4010 Moorpark Ave., #104, San Jose, CA 95117
o: (877) 685-6631 | f: (408) 351-4277 | e: lisamelby1@yahoo.com