Meeting Presentations

2014 Fall Symposium Presentations:

Here are the presentations from the 2014 Fall symposium

Guidelines of Social Media / Estate Planning - Daniel Hill & James judd

Compliance "50 Ways to Lose Your License" - Keith Woodwell & Ken Barton

National Economic Update - Kent Misener

Interest Ratess & National Debt - Dr. Christine Botosan

Social Security Planning - Eric Motzkus

Tax Planning for Investment Advisors - Fred Wolff

Changing the Frame - David Petzke

Tax Strategies, Captive Insurance - Richard Avery & Ken Avery

College Savings-529 Plans - Lynne Ward & Troy Runnells

Rising Rates-What You Need to Know - Roy Raven

FPA Next Gen Topics - Utah Valley University Faculty

Understanding Secular Stock Market Cycles & Their Impact on Financial Planning - Tyler Vanderbeek

Pro Bono "Boot Camp" - Shon Eckert & Devin Pope

 

May 15, 2014 Chapter Meeting

Here are the presentations from the Chapter Meeting on May 15, 2014

Daniel Harris - Weaving Philanthropy into Your Practice as a Trusted Advisor

Wes Mashburn - The Charitable Remainder Trust: A Unique and Powerful Planning Tool

 

March 13, 2014 Chapter Meeting

Here are the presentations from the Chapter Meeting on March 13, 2014

Zac Huish - Is an Employee Stock Ownership Plan Right for Your Client?

Bart Spencer - Creative Strategies for Disability Insurance 

Mike Wilson - Utah Retirement Systems - How Advisors Can Add Value

 

January 23, 2014 Chapter Meeting

Here are the presentations from the Chapter Meeting on January 23, 2014

2014 Topics and Trends - Dan Hill

Affordable Care Act - Gabriela Benitez

Investine in a Rising Rate Environment - Roy Raven

 

2013 November - Elder Abuse

Click here for the presentation from Blake Nakamura on Elder Abuse.
 

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