In this April issue you will find: 


  • [Video] April Economic Update with David Lee
  • [NEW] ECON News: Weekly Market Commentary
  • Mach 1 Podcasts - Listener Questions and Recovering from Investment Mistakes Part 1 & 2
  • Did you know you can roll over your 401k when you are 59 ½  ... without a tax hit? 
  • April Financial Community Outreach '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! 
  • 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 and include your name as a reference. We appreciate your support! 
First Quarter Economic Update with David Lee 




ECON News: Weekly Market Commentary




David Lee would like to talk to you about your 401k ... 
Call us today: (479) 876-2100







Listener Questions

On this edition of the show, we'll answer your listener questions about home equity lines, interest rates, and the importance of life insurance.





Bouncing Back from Mistakes
Part 1 & 2

Have you made financial mistakes in the past? On this edition of the show, we'll talk about strategies to help you bounce back from those mistakes.






UPDATE: Thursday Classes Cancelled

Classes will be held on Tuesday 4/18 & 4/25 only
Tuesdays, April 18 & 25
6:00 - 9:00 pm


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

We will serve light refreshments. 

Cost: $49 - Register Here

YOU WILL DISCOVER HOW TO:

* Determine if you have enough money for retirement
* Potentially protect your assets in the event of a rising 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!
(Dinner from Smokin' Joes will be provided)

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



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 

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David Lee
Mach 1 Financial Group
408 N. Walton Blvd.
Bentonville, AR 72712
479-876-2100

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