In this March issue you will find: 


  • [Video] March Economic Update with David Lee 
  • Do you know a CPA? We have an answer to your question! Below ...
  • April Financial Event 'Power of Zero' - Do you want to know how to get to a 0% tax bracket in retirement? This is a 2-week workshop. Cost is $49 and includes workbooks. [Details Below] 
  • May Financial Forum for our ZEGA clients & guests - We'll be talking ZBIG, HIPOS & Buy and Hedge! 
  • NEW Mach 1 Podcast - Husbands and Wives: That "Financial Talk", and Could it be a Tax Time Bomb? "When a 401K isn't for you" 
  • The Future of Bentonville - Watch our Facebook Live Stream Video
  • Financial News Replay - Articles
  • Night out with Mach 1 Financial at BOLT NWA - There are a few spots available. Please call to RSVP. Thursday, March 30th from 6:30 - 8 pm. 
  • Engaging Brand Solutions will be leading Facebook 101 at our office. Purchase your ticket here - http://squ.re/2kOc8n6 
  • Do you know of someone this week,  that could use Mach 1's help with their investment and retirement needs? Please consider referring them to us with your name. Thank you, we appreciate you! 

Economic Update with David Lee 




 
Daniels & Flynt 
Certified Public Accountants

For more information on their firm - Click Here






Choose from these Available Dates:

Tuesdays, April 18 & 25
6:00 - 9:00 pm
or 
Thursdays, April 20 & 27
6:00 - 9:00 pm 

NWA Community College
NEW Location: Center for the Professionals Bldg
Room 3015
3201 NWACC Blvd
Bentonville, AR 72712

We'll serve light refreshments. 


YOU WILL DISCOVER HOW TO:

Determine if you have enough money for retirement
Potentially protect your assets in the event of a tax  rate environment
Use the 3 basic types of retirement accounts to  maximize cash flow in retirement
Evaluate the benefits of a Roth Conversion
Maximize Social Security income
Ideas that may protect your portfolio against stock market loss during retirement
Reduce, or eliminate unwanted expenses or delays  with estate planning
Understand if your portfolio is truly "diversified"
Avoid the three basic "pitfalls" of retirement  distribution planning




May Financial Forum Exclusively for our 
ZEGA Clients & Guests

May 18th from 6-8 pm 

We'll be talking ZBIG, HIPOS & Buy and Hedge!

Get up close with the Founder of ZEGA Financial, Jay Pestrichelli 

and the Director, Derek Moore. 

Location: NWACC - Peterson Auditorium

There is no cost for this event - Call to RSVP (479) 876-2100



When you attend this event, the team from Zega Financial will provide insight regarding the following key topics:

Update the current approach on the ZEGA HIPOS Agressive strategy and their take on market opportunities

Explain the strategy behind the unique Iron Condor position on the Feb/March HIPOS Trade

(When and account holds both a short call spread and a short put spread at the same time it is called an Iron Condor)

 
Discuss the successes and challenges with the Buy and Hedge Strategy over the past 12 months
 
Provide a complete overview and explanation on their new strategy:  Buffered Index Growth Strategy (ZBIG)

Describe current philosophy for using this strategy in a portfolio

Discuss all three variations of ZBIG 

Husbands and Wives: That "Financial Talk"

Marriage isn't easy, and when it comes to financial matters, you and your spouse are bound to disagree at times. On this week's podcast, we'll discuss how to navigate financial conflict as it arises. 




Could it be a tax time bomb? 
"When a 401K isn't for you" 

A 401(k) is a useful tool for helping you plan for retirement. However, it isn't always right for you. We'll discuss why that is and whether you should be using a different investment vehicle.




Watch The Future of Bentonville 
Facebook Live Stream 

**Technical Issue** Volume adjusts seconds after Troy starts speaking.


Thank You's

Troy Galloway - he did an incredible job talking about the Future of Bentonville! And to hear the vision they had in 2004 - you'll want to listen to the entire event.

  • Jimmy John's again for providing the Jimmy Mini's. They were great!

Thank you Bentonville, Arkansas community, surrounding people and businesses that made it out to this event.




What a Difference Eight Years Makes 
>> Click Here  

Is a Rate Hike Coming?
>> 

Markets Up, New Data on the Horizon >> Click Here 

More Record Highs and Data >>  Click Here 

*Please note that all content within this newsletter will EXPIRE in 90 days. Feel free to download the PDF's. 


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