Exclusive Tax Retirement Event With Bestselling Author David McKnight

For One Night Only - Thursday, January 26th at 6:30pm!

Join Barnett Financial Partners, Rick Barnett and Jeff Covert, CPA with special guest David McKnight, author of The Power of Zero, to discuss strategies designed to reduce your taxes down to 0%.

Exclusive Tax Retirement Event With Bestselling Author David McKnight

For One Night Only - Thursday, January 26th at 6:30pm!

Join Barnett Financial Partners, Rick Barnett and Jeff Covert, CPA with special guest David McKnight, author of The Power of Zero, to discuss strategies designed to reduce your taxes down to 0%.

 

GET TO THE

0% TAX BRACKET

One Night Only:
Thursday, January 26th at 6:30pm

Location: Oakland University
Oakland Center
Banquet Room B
312 Meadow Brook Road
Rochester, MI 48309-4454

Our event will cover timely financial topics including:

  • Why taxes will likely be increasing
  • Why tax-deferred accounts like 401(k)s and IRAs could be a significant liability in a rising tax environment
  • Why you should consider transferring money into a tax-free alternative while tax rates are historically low
  • Step-by-step road-map on how to work toward the zero percent tax bracket, potentially eliminating tax rate risk from your retirement picture

GET TO THE

0% TAX BRACKET

One Night Only:
Thursday, January 26th at 6:30pm

Location: Oakland University
Oakland Center
Banquet Room B
312 Meadow Brook Road
Rochester, MI 48309-4454

Our event will cover timely financial topics including:

  • Why taxes will likely be increasing
  • Why tax-deferred accounts like 401(k)s and IRAs could be a significant liability in a rising tax environment
  • Why you should consider transferring money into a tax-free alternative while tax rates are historically low
  • Step-by-step road-map on how to work toward the zero percent tax bracket, potentially eliminating tax rate risk from your retirement picture

RSVP TODAY!

Thursday, January 26th at 6:30pm

Meet Guest Speaker: David McKnight
Tax-Specialist and Best-Selling Author

David graduated from Brigham Young University with Honors in 1997, and is now a tax guru and father of seven. Over the past 23 years, David has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio,  Kiplinger’s, and more! His bestselling book The Power of Zero has sold over 350,000 copies and was the #2 most-sold business book in the world when it was published in September 2018. For two consecutive years Forbes Magazine has ranked The Power of Zero as a top 10 financial resource in the country!

Meet Your Host: Rick Barnett
Founder of Barnett Financial & Tax

Rick began his financial services career in 1990. Since then, he’s grown his firm into a one-stop financial hub for hundreds of individuals, families and businesses in Michigan and beyond.

Rick and his firm provide a variety of products and services to assist clients in achieving their financial goals and objectives. Through its affiliations, Barnett Financial & Tax also provides estate document preparation and tax preparation services.

Jeffrey V. Covert, CPA

Meet Your Host: Jeff Covert, CPA
Executive Vice President & Chief Operating Officer

With more than 20 years of experience as a Certified Public Accountant (CPA), Jeff has prepared and reviewed tax returns for hundreds of individuals, families and businesses. He specializes in strategic tax and retirement income planning, and he strives to provide the clarity and confidence clients need to embark on the next chapter of their lives.

Jeff holds his Certified Public Accountant, Life, Accident, Health, and Property & Casualty insurance licenses, and he has passed the Series 7, 63 and 65 securities exams. He earned his bachelor’s degree in accounting from Northwood University in Midland, Michigan, and also attended the Agriculture Technology Program at Michigan State University.

David Headshot

Meet Guest Speaker: David McKnight
Tax-Specialist and Best-Selling Author

David graduated from Brigham Young University with Honors in 1997, and is now a tax guru and father of seven. Over the past 23 years, David has helped put thousands of Americans on the road to the zero percent tax bracket. He has made frequent appearances in Forbes, USA Today, New York Times, Fox Business, CBS Radio, Bloomberg Radio,  Kiplinger’s, and more! His bestselling book The Power of Zero has sold over 350,000 copies and was the #2 most-sold business book in the world when it was published in September 2018. For two consecutive years Forbes Magazine has ranked The Power of Zero as a top 10 financial resource in the country!

Rick Barnett

Meet Your Host: Rick Barnett
Founder of Barnett Financial & Tax

Rick began his financial services career in 1990. Since then, he’s grown his firm into a one-stop financial hub for hundreds of individuals, families and businesses in Michigan and beyond.

Rick and his firm provide a variety of products and services to assist clients in achieving their financial goals and objectives. Through its affiliations, Barnett Financial & Tax also provides estate document preparation and tax preparation services.

Jeffrey V. Covert, CPA

Meet Your Host: Jeff Covert, CPA
Executive Vice President & Chief Operating Officer

With more than 20 years of experience as a Certified Public Accountant (CPA), Jeff has prepared and reviewed tax returns for hundreds of individuals, families and businesses. He specializes in strategic tax and retirement income planning, and he strives to provide the clarity and confidence clients need to embark on the next chapter of their lives.

Jeff holds his Certified Public Accountant, Life, Accident, Health, and Property & Casualty insurance licenses, and he has passed the Series 7, 63 and 65 securities exams. He earned his bachelor’s degree in accounting from Northwood University in Midland, Michigan, and also attended the Agriculture Technology Program at Michigan State University.