Seminars

How to Invest for the Next Downturn

Location: Financial Strategies Institute Classroom at our office on Ft. Union Blvd, Suite 410
Instructor: SteVan Gates, CRPC^®
Date: TBD
(a light dinner will be served)
Pre-registration is required 801-316-4100

Synopsis: Remember that last big crash we had in 2008? Most people’s stock accounts dropped to less than half of what they were. On average, large downturns happen every 4 years. Well, it’s now been 7 years. Could it be time for another?

What if there was a way for you to invest your retirement savings so that they couldn’t go down in a crash, but they could still go up while the market is growing? This fascinating and informative workshop will introduce 3 different ways for you to achieve that kind of a strategy … 3 different ways for you to protect your savings against a downturn in the market … 3 different ways to make sure your retirement accounts are safe.

Don’t you hate taking 3 steps forward and then 2 steps back? What if you could take 1 or 2 steps forward and then NO steps back? Come and hear about the “gain and retain” strategy that could change your life for years to come.

Strategies may employ an investment in annuities. Early withdrawals from these long term investments may result in surrender penalties. Withdrawals prior to age 59 1/2 may be subject to a 10% federal tax penalty. Annuity guarantees are backed by the claims paying ability of the issuer.

To Register: call our office at (801) 316-4100 during business hours Mon – Thurs (we’re closed Fridays)

Can You Afford to Retire?

5 Strategies to Beat the Odds

Synopsis:

This compelling and informative workshop will show you how to create a retirement income plan designed to span your whole lifetime. You will hear 5 strategies for maximizing your income and investing your savings for a comfortable and stable retirement. This educational workshop is designed to help you answer these questions:

When can I retire?
How much money do I need to save?
How much can I spend in retirement?
How can I avoid the 5 biggest risks?
What do I need to do now?

Whether you are retired or planning for it, knowing the answers to these questions can provide you with clarity, simplicity, and control for increased confidence in your retirement.

To Register: call our office at (801) 316-4100 during business hours Mon – Thurs (we’re closed Fridays)

Wills, Trusts, and Beneficiaries

Synopsis:

This captivating and informative workshop will show you how to leave more of your savings to your family, church, or school, and less to the attorneys, courts and the IRS. We will talk about the documents you should consider, and how to create them:

Trusts to avoid the 5 biggest risks to your heirs
Beneficiary designations that avoid accidental dis-inheritance
Wills
Durable Powers of Attorney
Health Care Directives
Living Wills
Pour-over Wills

Having your affairs in order can provide a higher level of satisfaction in your life. Come and enjoy an educational evening that can be a benefit to you and your family for years to come.

To Register: call our office at (801) 316-4100 during business hours Mon – Thurs (we’re closed Fridays)