Webinar

Hot Topic Webinar: Longevity Planning for a Fulfilling Future

Wednesday, March 26, 2025 at 12:00 PM CT

What does it take to live longer while truly living well?

Join our March Hot Topic webinar to explore key strategies for longevity planning. Longevity planning goes beyond financial preparation—it’s about balancing health, wealth, and time to create the life you want. Join us for an hour-long discussion.

Topics we’ll cover include:

The connection between health, wealth, and time
How to optimize financial decisions for longer lives
Tools and technology to support aging well
When to shift from accumulating wealth to enjoying it
The role of social connections in long-term happiness
… And more!

Presenter:

Jon T. Meyer, CFP®

Principal, President, BGM Wealth Management Group

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“BGM” is the brand name under which BGM CPA, LLC and BGM Group, LLC provide professional services. BGM CPA, LLC and BGM Group, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. BGM CPA, LLC is a licensed independent CPA firm that provides attest services to its clients, and BGM Group, LLC and its subsidiary entities provide advisory, and business consulting services to their clients. BGM Group, LLC and its subsidiary entities are not licensed CPA firms. The entities falling under the BGM brand are independently owned and are not liable for the services provided by any other entity providing services under the BGM brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by BGM CPA, LLC and BGM Group, LLC.

BGM WEALTH: Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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