| 09 November 2011
Schedule Jon Meyer, CFP® to speak at your next event
Jon Meyer is available to speak on a wide variety of topics related to financial planning and investment management. His specific areas of expertise include Social Security planning, tax planning, healthcare issues for small businesses and managing wealth in retirement.
For complete information on booking Jon as a speaker or panelist, download his speakers kit.
Jon Meyer joined Boeckermann Grafstrom & Mayer Wealth Management, LLC, as a partner in June 1999. Today, he is President of the Wealth Management firm, handling day-to-day operations, coordination of all client issues, and long-term strategy. As Investment Manager, Jon is responsible for the individual client portfolios and is a member of the investment committee. He is also the co-founder of BGM Financial Resources, a sister company that provides insurance solutions, and Cornerstone Private Asset Trust Company, LLC, which provides trust services.
Jon has worked in the financial industry for nearly two decades. He has extensive experience in investment management, insurance, and trust management, and he frequently offers commentary on financial planning issues in Journal of Financial Planning, Financial Advisor, The Wall Street Journal, USA Today and other media outlets. Jon is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association. He is active in a number of organizations in the Twin Cities area, including serving as a member of the Investment Advisory Committee and Pension Board of Trustees for the Archdiocese of St. Paul & Minneapolis.
Media Appearances
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"Building a Trust Business to Last," Financial Advisor Magazine, June 2002 |
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Journal of Financial Planning |
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The Wall Street Journal |
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USA Today |
Jon Meyer is available to speak on a wide variety of topics related to financial planning and investment management. His specific areas of expertise include Social Security planning, tax planning, healthcare issues for small businesses and managing wealth in retirement.
Available presentations include:
Getting Savvy about Social Security
Many people are counting on Social Security benefits to supplement their retirement income. But do you know how to get the most out of Social Security? Are you aware of key Social Security planning strategies that can help you maximize your benefits?
During this hour-long presentation, Jon Meyer will discuss key aspects of Social Security that all retirees need to know about. He’ll discuss the important role that Social Security plays in retirement planning and answer questions such as:
- Will Social Security be there for me?
- How much can I expect to receive?
- When should I apply for Social Security?
- How can I maximize my benefits?
Audience: Retired and soon-to-retire Baby Boomers looking to maximize their Social Security income.
Tax Tips for Retirees
You’ve worked to accumulate your retirement savings. But taxes can take a big bite of retiree’s assets, leaving many concerned about how to manage these expenses and have enough money to last throughout retirement.
During this hour-long presentation, Jon Meyer will discuss how being informed and making smart decisions about taxes can help you thrive in retirement. He’ll cover issues such as:
- Possible increases in taxes and fees and the impact on your investment return
- Recent tax law changes and how to plan for them
- Managing RMDs and developing an RMD strategy
- The new 3.8% Medicare tax and possible strategies to reduce its impact
Audience: Retirees (and those nearing retirement) who want to identify ways to better manage their taxes.
Wealth that Lasts a Lifetime: Managing Your Retirement Income
You’ve spent a lifetime building your wealth. But what is the about the best way to manage your wealth so that you have an income in retirement that sustains the lifestyle you want?
During this hour-long presentation, Jon Meyer will discuss how to make sure that your income in retirement fits your needs, including approaches to creating lasting wealth, estimating retirement income needs and asset allocation strategies.
He’ll answer questions such as:
- How can you build wealth that lasts through retirement?
- How can your estimate how much income you’ll need in retirement?
- What is the best way to choose an asset allocation strategy that works for you
- Are there strategies for managing required minimum distributions?
- What you can do to plan for the unexpected?
- What can you do if you anticipate a retirement income shortfall?
Audience: Anyone who is interested in making sure that their retirement income will sustain their lifestyle in retirement.
