Meeting Presentations


March 26, 2015 Chapter Meeting Presentations

Fixed Income Outlook - Brian Zak

Affordable Care Act Training - Julian Ortega

Understanding Your Medicare Options - John Weir


January 22, 2015 Chapter Meeting  Presentations

"A Conversation With the Commissioner"  - Todd Kiser

"IRA Legal Updates" - Dan Hill & James Judd

The Evolution of Estate Planning - Article by James Judd

"Tax Planning & Updates" - Nathan Larsen


2014 Fall Symposium Presentations:

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


Page 2 of 4