Retirement MasterClass Presents...
How to Protect Yourself from a Potential Tax Storm
You want to think of your 401(k)'s & IRA's as your money, but it’s really a joint account between you and the IRS. And if you don’t take preventative steps before you retire, your retirement savings could be a fraction of what they are today
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Presented by:

David Bezar

 Managing Partner

Bret Elam

Managing Partner

Only 40 spots left - Register Today!

In this webinar, we'll share...
  • ​3 overlooked tax traps with your IRA and 401k that could cost you a fortune
  • ​Some defensive tax-planning strategies that could save you a boatload in retirement
  • ​Plus, case studies that could be applicable to you

Only 50 spots available - Register Today!

Presented by:

Bret Elam

Managing Partner, Thrive Financial Services

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Meet Your Presenters
Bret Elam
Solution-oriented and client-driven, Bret brings over 20 years of award-winning experience to a diverse clientele across the Delaware Valley.

Prior to founding Thrive in 2011, Bret spent over 10 years in banking. Bret's steadfast commitment to the communities which he serves earned him recognition for winning spirit, overall client satisfaction, and unmatched customer service and advice. 

With a Bachelor of Science in Mathematical Economics from Wake Forest University, he has passed the NASAA Series 65 securities exams and is licensed in health and life insurance in multiple states. Bret's professional background pairs with his experience as both husband, to his wife Heather, and father of their three children - Nate, Nora, and Davis - bringing a 'family first' approach to a successful retirement. 
For Bret, client advocacy begins with educational outreach. As co-author of the #1 Bestseller “Roadmap to Retirement: Navigating Your Way to Peace of Mind," he joins partners David and Karen Bezar each week to broadcast the "Thrive Retirement Roadmap" program on WPHT 1210AM to thousands of listeners both live and online via iTunes and Google Play.
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