Seminars

Planning for retirement is tough.
Keeping investments on track is demanding.
You need to know the secrets.
You need an extra edge...the FSI edge.
 

Public And Client Seminars

Since 1995, Financial Strategies Institute has offered hundreds of workshops, seminars, and classes to help people learn keys for financial success. For many years, the two senior partners—Bil and Ernest—both taught retirement and financial planning classes for Weber State University's and the University of Utah's Adult Education programs. Today, both clients and prospective clients can enjoy classes on many different financial topics.

 

Worksite Seminars

FSI has conducted on-site workshops for employees of many agencies and businesses including Discover Card, Rocky Mountain Power, Verizon Wireless, Boeing Aircraft, Federal Aviation Agency (FAA), Social Security Administration, Bureau of Land Management, U.S. Attorneys Office, Hill Air Force Base, and many others. Sessions are tailored to the needs of the attendees and range from the basics to very advanced investment and retirement topics. Call our office for more information at 801-316-4100.