Events

Our events feature topics on a range of important issues for retirement planning and addressing the financial needs of retirees and pre-retirees. We focus on the various strategies for maximizing your Social Security benefits, the implications of working while collecting Social Security, and tax-efficient strategies for retirement income and legacy planning.

We would love to meet with you and hope to see you, your family and friends at one of our upcoming events!

Upcoming Events

May 10, 2022
May 19, 2022

Dinner Seminar

Join us for a delicious complimentary dinner (meal and dessert are on us!) at Tuscany Restaurant in SLC.

Learn how The Ascent Plan®️ can help you create a clear path to the retirement you’ve always wanted.

Just a 45-minute investment of your time may save you money and give you greater financial confidence about your retirement. Plus you’ll leave with all your questions answered.

REGISTER NOW

Dinner Seminar

Join us for a delicious complimentary dinner (meal and dessert are on us!) at Thanksgiving Point in the Rose Room.

Learn how The Ascent Plan®️ can help you create a clear path to the retirement you’ve always wanted.

Just a 45-minute investment of your time may save you money and give you greater financial confidence about your retirement. Plus you’ll leave with all your questions answered.

REGISTER NOW

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Learn More about our Upcoming Events