A record $2 Trillion Stimulus Package* has many experts wondering who's going to pay and many believe taxes will certainly rise in the future. Baby boomers are sitting on billions of untaxed dollars in their 401(k)s and IRAs* that the government is waiting to get their hands on. The good news is that there are strategies that may help you reduce your tax exposure and keep more of your hard-earned money in retirement, BUT, time is of the essence. Act now by attending this event to receive this valuable information so that you may protect more of your assets from excess taxation in retirement!
You are cordially invited to join your host, David Afraimi, for a special webinar as we discuss important topics for anyone who wants to reduce unnecessary taxes in retirement! Join the 100,000+ Baby Boomers that Your Retirement Reality has helped navigate the retirement income and tax maze. You won't want to miss this event!
After 5 years of continued success David moved his efforts and expanded the company to Denver, Colorado in 2005 where he is currently the Principal of BAM Advisory Group.
David is a highly energetic financial professional with 20 years of industry experience who appreciates the opportunity and unique challenge of working with a variety of clients. He is dedicated to forming long-lasting relationships with each and every client, and is passionate about providing sound advice. David’s expertise includes Retirement Income Planning, Social Security Maximization, Estate Planning and Tax Mitigation.
David is able to build portfolios with greater objectivity, having no proprietary business obligations for himself and BAM Advisory Group. Being an independent advisor allows him to focus strictly on the needs of the individual. David's licensing and certifications include the Series 66, Life & Health, Long-Term Care, Registered Investment Advisor, Registered Financial Consultant®️, Certified Financial Fiduciary®️, National Social Security Advisor®️.
Outside of helping family, friends and community members plan for their future, David also enjoys all the beauty and adventure Colorado has to offer with his wife, Kristy, and sons, Jordan and Ty. When away from the office, he spends a good majority of his time mountain biking, snowboarding and CrossFitting.
State License Number: 5844646
