Free Training Webinar Reveals…
How To Plan For Tax Efficiency In Retirement
And why you need to know what to expect and how to navigate through it.

Only 200 Spots

Very limited webinar...

Presented By David Bezar

What You’ll Learn In This
FREE Training Webclass:
  •  How the TA rules work and how they apply in today’s time;
  •  Pinpoint the misconceptions people tend to have with retirement tax;
  • The tools and strategies you can use to help manage your taxes easily.
David Bezar
Meet Your Presenter
With over 25 years in the financial service industry, and a sterling reputation for building large and successful organizations, David operates as managing partner for Thrive Capital Management & Thrive Financial Services. David brings an entrepreneurial skill set, providing vision, operational and logistical support to enhance Thrive's core values. He serves as a coach to the management team and provides leadership development, coaching and mentoring for the members of the Thrive team.
David has always had a passion for working with people and helping them achieve success in their life. Whether that’s his clients or the advisors and staff that work alongside of him. “I get a big kick seeing them get what they want out of life!”

He attended Villanova University and Wharton School, University of Pennsylvania-Stonier graduate banking program. David has passed the NASAA Series 65 securities exam and previously held the Series 63, Series 6, and Series 26 securities registrations. In addition, he has multiple state insurance licenses for life, accident, health, and property and casualty.

David loves spending time and traveling with his family. “Karen, Sami, and Haley are a blast to hang out with.” David also loves spending time on the auto racetrack up and down the East Coast.
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