Client Education Series
Select the workshops you want to attend.
| Register | Date & Time | Event | Presenter | Description |
|---|---|---|---|---|
| April 10, 2024 Wed 2:00 PM MST |
Don’t Shrink Your Brain! | Marv Ellis, ChFC® / Ashley Petitta, CHES Branch Manager / Certified Health Education Specialist Wasatch Wealth / Timeless Medical Spa |
The average human brain shrinks by approximately 5% per decade after forty. What can you do today to not be the average? Join us for insights from “The Age-Proof Brain” and learn from a certified nutritionist actionable steps to keep your mind sharp and body healthy as you age! | |
| October 19, 2023 Thu 12:00 PM MST |
Estate Planning | Tiffany Marshall Trust Consultant Raymond James Trust |
We will be discussing the importance of properly executed and updated wills and trusts, their key points and why it is so important to carefully consider who you choose as your Executor or Successor Trustee. | |
| October 05, 2023 Thu 4:00 PM MST |
Medicare Made Easy | Justin Wight Licensed Insurance Agent Retirement Healthcare Solutions |
Medicare open enrollment for 2024 coverage begins on October 15th, 2023. Learn about enrollment, re-enrollment, changing plans, and what is new for 2024 | |
| September 19, 2023 Tue 12:00 PM MST |
Preventing Identity Theft & Cybercrime | Jeff Lanza Retired FBI Special Agent |
You will not want to miss this presentation that will focus on how criminals try to trick you, steal your identity, and commit cyber fraud. It is filled with best practices and tips to protect yourself from identity theft and cybersecurity threats. You will leave with actionable items you can implement to better protect your personal & sensitive information |
Get professional financial planning and make proactive, informed decisions.