Meeting Presentations

2016 Symposium Presentations

2016 Symposium Presentations

Dan Hill - Data Security: The Global Issue and How to Minimize Your Risk

Ken Barton & Keith Woodwell - Staying Compliant in a Changing regulatory Environment

Paul Fellingham - Global Communication, Collaboration and Counseling That Works in the Twenty-First Century

Max McQuiston - Disciplined Investing in a Changing World & Social Security

Julian Ortega - Medicare Options

Ken Barton - Understanding the Best Interest Contract Exemption Component of the Fudiciary Rule

John Unice - Social Enterprise Investing

James Judd - Elder Abuse

Randy Sparks - Adding Value to the Charitable Inclination Conversation

Randy Sparks & Jim Welsh - Estate Planning for the Equity Event

 

January 14, 2016 Chapter Meeting Presentations

Medicare - Julian Ortega

Affordable Care Act - Julian Ortega

Using Options as a Rebalancing Tool - Michael Turvey

Tax Planning is as Essential as Ever - Joe Hillstead & Garth Simpson

 

November 12, 2015 Meeting Presentations

Economic Update - Kent Misener

Social Security Disability Benefits - Wayne Giles

Helping Married Clients Prepare for Financial Planning - Travis Parry

 

2015 Symposium Presentations

2015 Symposium Presentations

Minimizing the Risk of Being Sued - Dan Hill

Aging and Its Financial Implications - Kathleen Pritchard

Are Your Equity Investments Diversified - Austin Kairnes

Ethics in Action - Heidie George & Ken Barton

Plan for Living - Tracy White

Tax Planning for Investment Advisors - Fred Wolff

Using Trusts with Annuities - Tim Lickteig

Advanced Medicare - John Weir

College Funding / 529 - Katie Gurr, Gregory Dyer, Stephen Rogers

Asset Protection Trusts - James Judd

Impact Investing - John Unice

Utah Retirement System, How Advisors can Add Value - Mike Wilson

 

 

March 26, 2015 Chapter Meeting Presentations

Fixed Income Outlook - Brian Zak

Affordable Care Act Training - Julian Ortega

Understanding Your Medicare Options - John Weir

 

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