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Financial Planning Association of Utah Financial Planning Association of Utah

Financial Planning Association of Utah Financial Planning Association of Utah

First Meeting of 2015

Utah FPA 
Chapter Meeting
January 22, 2015

We are excited for the speakers we have lined up to kick off the new year.  We have some great speakers, great information and time to network.  We still have some space available.  Please complete your registration by Friday, January 16th.
Don't wait, register today!


TOPICS & PRESENTERS
8:00 "A Conversation with the Commissioner"
Todd Kiser the Utah Insurance Commissioner

9:10 "IRA Legal Updates"

A discussion on regulatory requirements applicable to IRA rollovers and how to protect inherited IRAs.  An update on recent changes in Utah estate planning laws
Dan Hill & James Judd of Snow, Christensen & Martineau


10:00 "Tax Planning & Updates"
Nathan Larsen , Squire & Company, PC

Read more: First Meeting of 2015

 
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