How to Invest for the Next Downturn (Pending compliance approval)

Location: Financial Strategies Institute Classroom at our office on Ft. Union Blvd, Suite 410
Instructors: Ernest Hathaway, CFP® & SteVan Gates, CRPC®
Date:
Tuesday, Sept 26, 2017 – 6:30 p.m. (Overflow if needed: Wed, Sept 27, 2017)
(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.

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 (Pending compliance approval)

Location: Financial Strategies Institute Classroom at our office on Ft. Union Blvd, Suite 410
Instructors: Ernest Hathaway, CFP® & SteVan Gates, CRPC®
Date:
Tuesday, October 24, 2017 – 6:30 p.m. (Overflow if needed, Oct 25)
(a light dinner will be served)
Pre-registration is required  801-316-4100

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 (Pending compliance approval)

Location: Financial Strategies Institute Classroom at our office on Ft. Union Blvd, Suite 410
Instructors: Ernest Hathaway, CFP® & SteVan Gates, CRPC®
Date:
Tuesday, December 5, 2017 – 6:30 p.m. (Overflow if needed, Dec 6)
(a light dinner will be served)
Pre-registration is required  801-316-4100

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)