You are invited to a FREE educational course that will teach you what you don’t know about investments, taxes, retirement, social security, long-term care and estate planning. There is no cost or commitment for attending the event.
Save your spot right now!
Location
Carver's Steak & Seafood
10720 Holiday Park Dr.
Sandy, UT 84070
Date and time
Tuesday, September 7th & Wednesday, September 8th
at 6:30PM
TOPICS
Long-Term Care
Cover this costly risk using alternative products without large expenses.
Retirement Planning
Create a distribution plan that is designed to help you make it through retirement.
Tax Strategies
Strategies on how to tax efficiently withdraw your retirement assets
Low-Risk Investing
Low risk financial products that are designed to produce attractive returns.
Estate Planning
The Estate, Tax, and Health risks associated with a surviving spouse.
Social Security
Why the common wisdom on when to take Social Security is wrong.
FINANCIAL PLANNING CLASS & DINNER
Enrollment is FREE if registration is confirmed prior to 09/06/2022. Participants may enroll at the door for $99 per seat. No products will be sold or offered at this event.
