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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

Join all of us on Friday, September 29 ,7:30am to 5:00pm
At The Little America Hotel, Downtown Salt Lake City

Earlybird Pricing:
FPA Member = $95.00; Non-FPA Friends $145.00
Pricing after September1st:
FPA member $120.00; Non-FPA Friends $170.00.

What a deal!  8 hours CE Credits pending when you join us for the 2017 FPA Utah Symposium!

Don’t forget to register for the 2017 FPA Symposium on September 29, 2017 at the Little America Hotel in Salt Lake City. You can earn CE Credits as you “sharpen your saw” on relevant topics such as Business Succession Planning, Impact Investing, Tax Strategies through Passive Activity Losses, Using Social Media to Service Millenials, Retirement Planning for Today’s Millionaire, and the ever-popular Ethics class.

Register before September 1st for the $50.00 early bird discount and be entered into a drawing for one of the many prizes that will be available for those who attend the Symposium. So don’t delay! Invite your office and register today.

Keynote Speaker Highlight: Brian Roguske

Utah FPA welcomes Regional Sales Vice President for Brighthouse, Brian Roguske. With 16 years of financial services experience, Brian brings with him a proven background in annuity retirement income strategies. He joined MetLife Investors Distribution Company (becoming Brighthouse) in April of 2016 with the responsibility of assisting financial advisors to help meet the retirement needs of their clients.

Join Brian for the following classes:

Help Clients Get Ready for their Financial Future (geared towards women clients)Did you know 70% of women seek a new financial advisor within one year of the death of their spouse? This presentation offers ideas on how connect with couples - not just individuals. Women are a relevant but often underserved market. They have a critical need for retirement income planning because of longevity risk and increased health care costs. This presentation delivers ideas on how to work with women and ways to incorporate guaranteed income solutions into the retirement income plan. Helping couples work together can create connections with women clients that can last a lifetime.

Retirement Planning for Today’s Millionaire

The number of households with net worth of $1 million or more, excluding their homes, is at a record 9.63 million (2014, Spectrum Group research firm). This presentation discusses the retirement concerns of the mass affluent client. It covers the entire spectrum of retirement income planning, including longevity, sequence of returns, health care, inflation, Social Security, tax diversification and legacy planning. It offers strategies to address these concerns ultimately leading to the benefits of the MetLife annuity and life insurance portfolio of products.

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