Zoom Tech Meetings
April 15th @ 5pm
MATT ZAGULA: Bestselling author Matt Zagula is the mastermind behind SMART, a suite of custom software and publications dedicated to helping a select, nationwide group of progressive financial professionals find innovative, client-focused solutions to today’s unique tax, debt and retirement income challenges.
Over the years, the SMART platform has become an indispensable tool in educating clients and prospects on simple ways to lower debt’s effective interest cost and lower lifetime effective tax cost on pretax capital. The adaptable, customizable, easily accessed SaS programs available to the SMART Advisor Network™ include Debt Free 4 Life™, Tax Smart 4 Life™, and Secure Income 4 Life™, an interactive game-theory approach to selecting the best assets in retirement to create predictable lifetime income.
Matt’s bestselling FORBES published book, SMART Retirement, The Strategic Movement Around Retirement Taxation®, has been featured in over 130 publications across the U.S. with over 85 million readers. Within days of publishing, the book’s third edition quickly climbed the charts to become the number one new personal taxation release on Amazon.
NATHAN FURNISS: Nathan Furniss is the Managing Partner for On Point Financial Services based in Cuyahoga Falls, Ohio. Prior to founding On Point in 2012, Nathan worked for Prudential Financial as the Manager of Financial Services in Uniontown, Ohio. Nathan has degree in Psychology and a minor in Sales Management from University of Akron where he also was on the Men's tennis team. With over 20 years of experience and knowledge in the financial services industry, licensing designations include Series 6, 26, 63, and 65, in addition to numerous resident and non-resident state insurance licenses. Nathan has received consecutive Frontline Leader Awards from the Board of Directors at GAMA International for his outstanding contribution to agency growth.
Securities offered through The O.N. Equity Sales Company, Member FINRA / SIPC, One Financial Way, Cincinnati OH 45242 (513) 794-6794 Investment Advisory services offered through O.N. Investment Management Company
ERIC RUTH: Eric Ruth is a former Business Owner/Operator, General Contractor, Chief Estimatoror 25 yrs., Regional Marketing Director for 2 Energy Companies for 3 years. He is a licensed Insurance and Financial Professional in 9 states and in 2014 teamed with
On-Point Financial Services, now partnered with Nathan Furniss.
Eric has a Masters Degree in Counseling Psychology from Ashland University. He is married with 6 children, 11 grandchildren, and he enjoys the outdoors (Fishing, Hunting, Camping, Sports, etc).
We help people eliminate debt and reduce taxation which results in an increase in spendable income. The cookie cutter formula for a Retirement Plan provides us with a comfort level in our prime earning years, but it leaves several questions unanswered, and those questions rise to the surface the closer we get to retirement. Points to address:
* The Balanced Portfolio
* The SECURE ACT: IRAs and Taxation
* SDIC and Debt Elimination
The CCS is planning to offer 4 Virtual presentations in January through April of 2021. Our first meeting will be held on 1/21/21 (see below). These talks will be free to our members and will be our first foray into digital accessibility. The good part about learning to work in a digital format is that we can use that added technology going forward.
Starting in the 2021– 2022 season, we will make all meetings available for live meet attendance along with a video format that will be available to all members who cannot attend in person, for a nominal cost.