EXCLUSIVE ECONOMIC OUTLOOK EVENT WITH FORMER COMPTROLLER GENERAL DAVID WALKER
For One Night Only - Thursday, May 4th at 7:00pm!
Join Barnett Financial Partners, Rick Barnett and Jeff Covert, CPA with special guest David Walker, Former Comptroller General of the United States, a nationally and internationally recognized expert in fiscal responsibility, government transformation/ accountability, human capital and retirement security.
EXCLUSIVE ECONOMIC OUTLOOK EVENT WITH FORMER COMPTROLLER GENERAL DAVID WALKER
For One Night Only - Thursday, May 4th at 7:00pm!
Join Barnett Financial Partners, Rick Barnett and Jeff Covert, CPA with special guest David Walker, Former Comptroller General of the United States, a nationally and internationally recognized expert in fiscal responsibility, government transformation/ accountability, human capital and retirement security.
A Critical Update
On America’s Financial Future
And What It Means To Your Retirement
One Night Only:
Thursday, May 4th at 7:00pm
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 the United States’ status as an economic, diplomatic, and military superpower could be at risk.
- How government spending and ballooning national debt impacts the country’s fiscal future, your Retirement, Investments, and Taxes.
- Key factors in today’s continued inflationary pressure, and what to expect moving forward.
- The Modern Monetary Theory, and the danger it poses to American’s financial system.
- The outlook for Social Security & Medicare, and how to prepare for potential changes to these social programs.
- The biggest risks for American retirees today, and how to best prepare for tomorrow.
A Critical Update On America’s Financial Future,
And What It Means To Your Retirement
One Night Only:
Thursday, May 4th at 7:00pm
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 the United States’ status as an economic, diplomatic, and military superpower could be at risk.
- How government spending and ballooning national debt impacts the country’s fiscal future, your Retirement, Investments, and Taxes.
- Key factors in today’s continued inflationary pressure, and what to expect moving forward.
- The Modern Monetary Theory, and the danger it poses to American’s financial system.
- The outlook for Social Security & Medicare, and how to prepare for potential changes to these social programs.
- The biggest risks for American retirees today, and how to best prepare for tomorrow.
Meet Guest Speaker: David Walker
Former U.S. Comptroller General And Bestselling Author
Dave is nationally and internationally recognized expert in fiscal responsibility, government transformation/accountability, human capital and retirement security. He has over 40 years of executive-level experience in the public, private and nonprofit sectors, including heading three federal agencies and two nonprofits and leading a global service line for Author Anderson LLP. His most recent full-time federal position was as the seventh Comptroller General of the United States and CEO of the U.S. Government Accountability Office (GAO) for almost 10 years.
Meet Your Host: Rick Barnett
Founder and CEO 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 and families in Michigan, North Carolina and throughout the U.S.
Barnett Financial & Tax takes genuine pride in providing their clients with a collaborative financial planning approach that prioritizes tax planning with the inclusion of a certified public accountant (CPA) and advisor working together in one meeting.
This philosophy, The Barnett Advantage, clearly stands above the average advisory firm as they not only focus on maximizing Income and Investments but lowering taxes prior to and during retirement.
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.
Meet Guest Speaker: David Walker
Former U.S. Comptroller General And Bestselling Author
Dave is nationally and internationally recognized expert in fiscal responsibility, government transformation/accountability, human capital and retirement security. He has over 40 years of executive-level experience in the public, private and nonprofit sectors, including heading three federal agencies and two nonprofits and leading a global service line for Author Anderson LLP. His most recent full-time federal position was as the seventh Comptroller General of the United States and CEO of the U.S. Government Accountability Office (GAO) for almost 10 years.
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.
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.