Interested in providing financial education for your employees?

You’re invited to schedule a “Free Financial Lunch & Learn” presented by Brian Zeek!

FAQs:

WHO IS BRIAN ZEEK?

Brian Zeek, CLTC RICP CSA CCFS® ELA™
CEO & Founder - Wealth Strategist, Entrepreneur, Visionary Leader, and Author

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Brian’s emphasis as founder of Surf City Financial Group (SCFG) has always been about efficiency, eliminating losses, and overseeing one’s own money. He is adept at finding the money you may be giving away unknowingly and unnecessarily. Throughout the years, he has proven to have a gift at understanding the way by which various financial products resonate with each other so as to maximize their effectiveness to individual personal financial planning. Brian is a Wealth Strategist, and his passion is to help others find their Wealth Plan and Protection through the Circle of Wealth Concept. He has been in business, as an entrepreneur, since 2003.

WHAT WILL BE COVERED AT THE FINANCIAL LUNCH & LEARN?

  • The 4 Most Important Financial Questions Everyone Serious About Their Future Needs to Know

  • How To Increase Your Return on Investment Without Increasing Your Risk

  • How to Rate Your Financial Alternatives to Select the Perfect Savings Vehicle For YOU!

WILL YOU PROVIDE ME WITH A FLYER TO PROMOTE THE EVENT TO MY EMPLOYEES?

Yes, we are happy to provide you with a flyer or sample email invitation.

WILL ANYTHING BE SOLD AT THIS FREE TRAINING EVENT?

No! The only call to action at the end of the free event will be apply for a FREE Scholarship into the Surf City Financial Accelerator. This is a 6-week online program that includes over $4,000 of free financial resources, one-on-one coaching and online education. Visit SurfCityFinancialAccelerator.com to learn more and we are also happy to provide you with access to the private members area for this program.

WILL YOU PROVIDE LUNCH?

Yes, we are happy to arrange to bring in pizza or sandwiches for the attendees.

WHAT MAKES SURF CITY FINANCIAL GROUP UNIQUE?

We don't just focus on investment management or increasing the rate of return on accounts. Instead, we take a holistic approach that addresses:

  • Tax management

  • Investment management

  • Retirement strategies

  • Estate conservation

  • Risk management and insurance

  • Cash flow improvement

The average American family saves only 4 cents of every dollar earned and spends the other 96. Most financial advisors focus on providing investment strategies for only those 4 cents. At Surf City Financial Group, we take a different approach. We analyze the entire dollar and specialize in finding areas of your spending that are creating wealth transfers you may not be aware.

Wealth transfers can include taxes on compounding returns in a taxable account, term insurance premiums, interest on credit cards, auto loans, leases, declining tax deductions on prepaying mortgage principal, and future tax liabilities on earnings from contributions to qualified plans.

Assume you earn $100,000 a year, save 4%, and make a 5% rate of return on your savings – that equals $200 in investment returns. If we can help you find just 2% of your earnings in hidden wealth transfers, you could save $2,000 more a year. That increases your rate of return on your existing savings from 5% to 55%, without taking any additional risks!

WHO DO I CONTACT WITH ADDITIONAL QUESTIONS or to schedule a lunch & learn?

Brian Zeek
714.377.1400
brian@surfcityfinancialgroup.com