FREE LIVE WEBCLASS REVEALS
The #3 Contrarian Reasons Retirement Plans Fail
Even With a Million-Dollar Portfolio
Webclass begins...
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  • Date: Wednesday, June 3rd, 2026
  • Time: 4-6PM Eastern
  • Place: Zoom (get the link to attend live once you register).

PRESENTED BY

Seth Greene

HOSTED BY

Gary Heldt, CPA, CTC
 DATE
TIME
WHAT YOU WILL DISCOVER ON THIS FREE LIVE WEB CLASS...
SECRET #1
WHY RETIREMENT PLANS FAIL:
And the strategy designed to fix it
SECRET #2
WHY BUY-AND-HOLD STOPS WORKING: Buy-and-hold was designed for accumulation—not distribution.
SECRET #3
The Downside Defender: The key to retirement success is not higher returns, it’s controlled losses
** PLUS - HUGE Bonus: You'll Receive Access To The EXACT Portfolio Strategy That Manages
Over $5 BILLION Dollars.
Our proprietary portfolio strategy that we've perfected over 27,800 clients to ensure that we never take large losses is our gift to you for attending this LIVE webinar so you can take action confidently toward becoming financially free.
ABOUT YOUR PRESENTER'S
Seth Greene - Accredited Asset Management Specialist
Seth is going to show you the exact step-by-step formula behind the management of over Five Billion Dollars.

In the process of discovering this he discovered that 97% of traditional financial advice is either dangerous, misleading or outright wrong so on this webinar we will give you the 3% of financial strategy that actually works.
ABOUT YOUR PRESENTER'S
Gary Heldt - Certified Public Accountant and Certified Tax Coach
Gary Heldt is a:
  • Certified Public Accountant
  • Certified Tax Coach
  • Best-Selling Author
  • ​Podcaster
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