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

Taxes in Retirement

Event Details

October 22nd or 23rd

Start time of 6:30pm

Teton Wealth Group Building
764 E Winchester Street
Murray, UT 84107
Taxes could be the largest expense in retirement, and not understanding changes in tax law and how they affect your overall retirement plan can potentially alter your Path to the Retirement Summit hurting your ability to achieve the retirement you worked hard for. That is why we invite you to attend our workshop on Taxes in Retirement to help develop a successful retirement strategy.

Click the date you'd like to attend

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

Stay Connected

Learn More about our Upcoming Events

Register Now

"*" indicates required fields

Name*

Register Now

"*" indicates required fields

Name*