FINANCIAL PLANNING CLASS & DINNER

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

Harvest Restaurant

3003 Thanksgiving Way

Lehi, UT 84043

Date and time

Tuesday, May 6th

 or 

Wednesday, May 7th 

@ 6:30 PM

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