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Event Date Capacity
Chapter Meetings
  2017 September 29 Symposium
 Location: Little America Hotel
Register
Friday, 29 Sep 2017
07:30 AM - 04:45 PM
200

Speakers and topics include:

Dan Hill - Millenials, Millenial Investing and Robo Advisors
Keith Woodward & Ken Barton - Regulatory Overview and Senior Investor Compliance
Francis Brown - Building Business Value From the Inside Out
Andrea Merriman Ramsey - Ethics, Integrity and the Power of a Line
Brian Roguske - Help Clients Get Ready for their Financial Future & Retirement Planning for Today's Millionaire
Brad Mendenhall - PIG/PAL and 1031 Exchanges
Kyle Barrick - Utah Domestic Asset Protection Trusts
Dan Hill & Cole Timm - Using Social Media to Service Millenials
Bob Aamodt - Structuring RMDs
Chad Harward - Using Buckets and Fixed & Indexed Annuities to Create Efficient & Safe Retirement Income Plans
John Unice - Impact Investing & Keeping Your Client Relationships by Linking With The Next Generation
Stephen Kroeger - Evaluating Life Insurance Policies
Shane Stewart - Ethics

And don't forget about the Prize Drawing at 4:50pm