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Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

The 9th Annual Utah Financial Planning Association Symposium was a huge success.  We will be posting the presentations on our website. 

Keynote speakers:
Dan Hill - Millenials, Millenial Investing and Robo Advisors
Keith Woodwell & Ken Barton - Regulatory Overview and Senior Investor Compliance
Francis Brown - Building Business Value From the Inside Out
Andrea Merriman Ramsey - Integrity

Afternoon Sessions:
Brian Roguske - Help Clients Get Ready for Their Financial Future
Matt Ferguson - Real Estate Based Tax Advantaged Investing
Kyle Barrick - Utah Domestic Asset Protection Trusts
Dan Hill & Cole Timm - Using Social Media to Service Millenials
Stephen Kroeger - Evaluating Life Insurance Policies
Stephen Swensen - Using Buckets to Make Your Business Boom
Bob Aamodt & Nicole Polatis - The RMD Exception
Brian Roguske - Retirement Planning for today's Millionaire
John Unice - Social Enterprise Investing
John Unice - Keeping Your Client Relationships by Linking With the Next Generation
Shane Stewart - Ethics

 
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