Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
March 28, 2026
5:00p - 6:30p
Wheeler Historic Farm
September 12, 2025
12:00p - 1:30p
Union Park Center - Lawn outside of our Building #6
June 13, 2025
11:00a - 1:00p
Financial Strategies Institute
April 19, 2025
11:30a - 1:00p
Union Park
September 24, 2024
12:00p - 1:30p
Union Park Center Building 6 - On the grass
4th Annual Barbecue in the Park
Where? 6955 S. Union Park Center, Midvale UT, 84047. South of our building #6 on the lawn. When? From 12:00pm - 1:30pm RSVP: Please RSVP by calling 801-316-4100 or clicking the Register Box
June 14, 2024
11:00a - 1:00p
Financial Strategies Institute
May 22, 2024
11:30a - 1:00p
Financial Strategies Institute
You're Invited to a Brainworks Event at Financial Strategies Institute!
Educational event for clients, sponsored by Janus Henderson.
March 23, 2024
11:00a - 1:00p
Wheeler Historic Farms _ West Pavilion
Easter Celebration
** Please note this copy of the invitation was a draft, the date and time will be updated prior to printing & sending to clients. This will be sent via mail & email. The mail invites will have the graphic attached on the front, and a blank white back aside from our disclosure language on the bottom of the back. The email will be sent through FMG with our disclosure language in the signature.
February 15 - February 21, 2024
12:45p - 1:45p
Anderson Foothill Branch Library
January 25, 2024
11:30a - 4:00p
Sandy Library
January 18, 2024
10:00a - 3:30p
Sandy Library
April 28, 2020
10:00a - 11:30a
Webinar
Taxes in Retirement Webinar
In this webinar we will discuss the various tax strategies in retirement and the majors traps that could cost you thousand in taxes and ways to navigate through retirement income without major consequences. Presented by Derek Bohne, CLU, ChFC
April 23, 2020
10:00a - 11:30a
Webinar
Social Security Road Map
In this webinar we will discuss the various options for claiming your social security benefits and the majors traps that could cost you $100,000 in your retirement benefits and how to avoid them. Presented by David Gates (National Social Security Advisor, NSSA)
May 13, 2019
11:00a - 1:00p
Financial Strategies Institute
Social Security Seminar
In order to potentially maximize your retirement benefits, it’s crucial to coordinate your Social Security Benefits with your overall Retirement Income Strategy. You're probably asking when you should apply for Social Security. You may have heard that if you apply early your benefit will be lower than if you apply later. But is it worth missing out on all those extra checks to have a higher benefit later on? We're going to shed some light on this important question.
March 28, 2019
11:00a - 1:00p
Financial Strategies Institute
The New Tax and Financial Rules Workshop
If you are nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources.
February 28, 2019
11:00a - 1:00p
Financial Strategies Institute
The New Tax and Financial Rules Workshop
If you are nearing retirement or already retired, you need to understand how taxes (including the new changes) impact your retirement income, as it may be possible for you to pay less in taxes on your hard-earned dollars. Our seminar will equip you with the most up-to-date and comprehensive information regarding retirement taxation, including ways to efficiently harvest your income sources.