Thanks To Our Utah FPA Sponsors
Next Utah FPA Chapter Meeting
Date: Thursday, March 13, 2014
Time: 7:30am - 11:00am ***
Place: Little America - 500 South Main, Salt Lake City ***
Cost: Members = Free, Non-FPA Friends = $50.00
CE: Pending – We have applied for 3 hours of CE with the CFP Board and Utah Department of Insurance
Speakers and Topics
Zac Huish, CRPS® – The Principal Financial Group
Is an Employee Stock Ownership Plan Right for Your Client?
A recent survey reported on by Financial Advisor Online revealed that 25% of small business owners want succession aid from their financial advisor. One succession planning tools is Employee Stock Ownership Plans. Come learn from a market leader in ESOPs how and when it makes sense to establish one of these plans.
Bart Spencer – Allegis Advisor Group
Creative Strategies for Disability Insurance
Come learn from the “Disability Nut” about 7 strategies that benefit from the use of disability insurance. Bart will also describe which insurance companies prefer certain types of clients. This will help you identify and know where to look when your client has a DI need.
Mike Wilson, MBA, CFP® – Utah Retirement Systems
Utah Retirement Systems – How Advisors can Add Value
Over 150,000 Utah workers are covered by the Utah State Pension and Defined Contribution Plans. Mike will provide us with the demographics of those who are covered and describe how the plans works so that we can be better prepared to help clients or potential clients that participate in this benefit.
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