Returning to the Salt Lake Valley in September 2023!

Financial Literacy

Learn useful financial strategies from seasoned professionals in the retirement planning industry


Understand the resources available to help you improve your health, prevent illness, & stay insured


Learn ways to balance your approach to wealth & health, with a goal of increased happiness & longevity

You're Invited...

You’re invited to join us for an evening, to learn relevant, comprehensive strategies that can help you navigate your finance & wellness in 2023 & beyond.

Now more than ever, this professional guidance is crucial in working through the twists and turns of life. That’s why our objective is to provide you with a more clear understanding of how to improve your wealth & health in 2023.


Robert J. Beck, CPA

Tax & Retirement Planning


With nearly 20 years of experience, Rob has helped famous actors, large banks, business leaders and many in the community navigate the complex tax code and enjoy a wonderful retirement. Under his leadership, Accounting Today ranked Wealth Management CPAs as one of "The Top 150 Firms by AUM – The Annual Wealth Magnets Ranking of the Leading CPA Financial Planners" in the country.

Jeremy G. Lindquist

Medicare Planning


With nearly 30 years of experience, Jeremy has worked with and trained many health insurance agents across the state, and ensured that individuals and families in the Salt Lake Valley have adequate insurance when they need it most. He specializes in Senior Benefits and can speak to many of the subtle nuances pertinent to specific situations. He loves to see his clients save money from costly medical bills.

Kurt Brown

Economic Update


With nearly 30 years of experience, Kurt has traded on the floor of the New York Stock Exchange, managed portfolios for Fortune 500 companies, hedge funds, university endowments, and individual retirement accounts. He is currently the CEO and Chief Investment Officer (CIO) of a firm overseeing $5.0 billion of institutional and high-net-worth families.

Dr. Kevin Sagers, DO

Joint Replacement Specialist


Dr. Kevin Sagers, DO is a fellowship trained orthopedic surgeon who specializes in primary and revision hip and knee replacements, including robotic-assisted joint replacement. He strives to ensure that his patients understand the thought process behind different treatment options every step of the path that they choose to undergo. His goal is to get patients up and moving and back to the activities that they enjoy.



Protect your estate from long-term care expenses while remaining in your own home


How to avoid hidden fees in your 401(k), IRAs, mutual funds and other investments


The ins and outs of Medicare/Parts A, B, C & D and how to potentially lower your premium


Lessen the chance that you outlive your retirement income due to taxes or inflation


How Orthopedic advancements have expanded your joint replacement options “when the tread wears off the tire”


Learn about health insurance options when retiring prior to qualifying for Medicare


Avoid being taxed on your Social Security and IRA/401(k) for a more comfortable retirement


Understand why a living trust may be more effective than a regular will & why you may need one


Best practices to investing and alternatives to the stock market


Medicare rates surged +14.5% in 2022— Learn tax strategies that could help you safeguard your fixed income from rising healthcare costs [1]

For the sake of longevity,
The reduction of financial stress,
& the comfort you should feel in retirement

Frequently Asked Questions

SLCC’s Miller Conference Center in Sandy, UT

When you RSVP, you will be sent a confirmation email, which includes the full address and a map.

Nothing is required.

We will have a pen and paper there for you, in case you’d like to take notes.

Feel free to raise your hand, ask questions, and participate in the discussion. 

You’re also welcome to sit back, listen and learn.

In the case that you still have questions after the presentation, we offer complimentary consultations.


We are Salt Lake City’s resource for comprehensive wealth management. 

We host this conference to bring local retirees and retiring people together, and allow them to learn about a wide array of important topics.

Returning September 2023

No Cost | Limited Seating | Attend One Night

If you’re interested in attending, please enter your contact details below. We will reach out and invite you to our September 2023 conference once it is booked.

We may photograph, film, videotape. record. or otherwise reproduce the image and/or voice of any person who attends the Wealth & Health Conference, and use the same for any purpose without payment to any person.

By attending this event, you are agreeing to our firm’s Event Consent & Release Form.

Hosted at Salt Lake Community College - Miller Campus


Thank you for your interest in our service project! We will reach out and invite you when we're approaching Memorial Day 2021.

Play Video


Wealth Advisors help grow your assets through wise investments
  • 401(k) Rollovers
  • Retirement Accounts
  • Stocks/Bonds
  • Custom Investment Portfolios
  • Life Insurance & Annuities
  • Long Term Care Insurance
  • Disability Insurance
*Advisory services are offered by Wealth Management CPAs, LLC an SEC Investment Advisor.

Our Services


Certified Public Accounts help ensure maximum tax savings
  • Tax Preparation
  • Tax Strategy
  • Gifting Strategies
  • Qualified Charitable Distributions
  • Estate Tax Mitigation
  • Roth IRA Conversions
*Tax Services offered through Wealth Management Tax Solutions, LLC, an affiliated company of Wealth Management CPAs.


Estate Attorneys help protect your assets throughout your life and beyond
  • Wills
  • Trusts
  • Power of Attorney
  • Advance Directive
  • Funeral Planning
  • Business Succession-Planning

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus

Call Now Button