Life Events Death of a Loved One Retirement Employment Change Asset Sale or Inheritance Marital Status Change Why Choose Us? Menu Life Events Death of a Loved One Retirement Employment Change Asset Sale or Inheritance Marital Status Change Why Choose Us? Seminars Contact Client Portal Login- TD Ameritrade Login- Orion Secure Upload Menu Seminars Contact Client Portal Login- TD Ameritrade Login- Orion Secure Upload Life Events Death of a Loved One Retirement Employment Change Asset Sale or Inheritance Marital Status Change Why Choose Us? Seminars Contact Client Portal Login- TD Ameritrade Client Login Secure Upload Menu Life Events Death of a Loved One Retirement Employment Change Asset Sale or Inheritance Marital Status Change Why Choose Us? Seminars Contact Client Portal Login- TD Ameritrade Client Login Secure Upload Retirement Planning Seminar Attend Wednesday, January 20th at 6PMorThursday, January 21st at 6PM RSVP Subtle Strategies.Clear Solutions. Lifelong Guidance. Salt Lake Community College (Building 1, Room 220) 9750 S. 300 W. Sandy UT 84070 No cost to attend Limited seats available Social distancing will be observed QUESTIONS ABOUT RETIREMENT PLANNING? ASK A CPA. Our Presenters: 10 REASONS YOU SHOULD ATTEND THIS COMPLIMENTARY SEMINAR Learn ways to protect your estate from long-term care expenses Lessen the chance that you outlive your retirement income due to taxes or inflation Learn how to avoid being forced to sell your assets or surrender your money to Medicaid Learn how to receive long-term care benefits while remaining in your own home Learn how to decrease the tax on your IRA or 401(k) for a more comfortable retirement Learn how to avoid being taxed on your social security benefits Discover the pitfalls of probate and the steps you can take to avoid it Learn why a living trust may be more effective than a regular will, and why you may need one Learn when you should not put your children on your bank accounts and property titles Learn about best practices to investing and alternatives to the stock market RSVP Here Submit the form below. We will reach out to confirm your reservation. First Name Last Name Email Phone How did you hear about our seminars? FriendGoogleFacebookPurser & Associates (CPA Firm)Wamsley & Associates (Attorneys)Pearson Butler (Attorneys)Hanby & Associates Insurance Agency Inc.The Cottonwood Heights JournalThe Draper JournalThe Herriman JournalThe Holladay JournalThe Midvale JournalThe Millcreek JournalThe Murray JournalThe Riverton JournalThe Salt Lake JournalThe Sandy JournalThe South Jordan JournalThe Sugar House JournalThe Taylorsville JournalThe West Jordan JournalThe West Valley JournalOther Which night will you be attending? Wednesday, January 20th, from 6 - 7:30PMThursday, January 21st, from 6 - 7:30PM Are you bringing anyone to attend the seminar with you? If yes, include their name and their relationship to you. Comments, Questions, or Messages for Seminar Staff Which of these topics most interest you? 1) Learn how to protect your estate from long-term care expenses 2) Lessen the chance that you outlive your retirement income due to tax inflation 3) Learn how to avoid being forced to sell your assets or surrender your money to Medicaid 4) Learn how to receive long-term care benefits while remaining in your own home 5) Learn how to decrease the tax on your IRA or 401(k) for a more comfortable retirement 6) Learn how to avoid being taxed on your social security benefits 7) Discover the pitfalls of probate and the steps you can take to avoid it 8) Learn why a living trust may be more effective for you than a regular will, and why you may need one 9) Learn when you should not put your children on your bank accounts and property titles 10) Learn about best practices to investing and alternatives to the stock market Submit Menu Home Why Choose Us? Seminars Client Portal Contact (801) 272-4357 5296 S. Commerce Dr. Ste. 101, Murray UT 84107 [email protected] Schedule a free consultation