Unfortunately we have no events scheduled for this area at this time. We will keep you informed on when the next event will take place.
New Wealth Management Strategies for Today’s Turbulent Times
You and a guest are invited to join us for a fabulous dinner at Ruth’s Chris Steak House. This informative and lightning-quick event is ABSOLUTELY FREE.
Your presenter, Bruce Tynan, is well versed on the topics of retirement income, tax planning and wealth management. He has hands-on experience in the financial services industry, serving individuals and couples.
During this event Bruce will share some eye-opening facts and time-tested strategies you can act upon immediately such as:
- Learn how bond funds lose money as interest rates rise.
- Hear about the pitfalls of different annuity strategies.
- Discover why certain strategies (like Stop Loss) have not worked for many investors.
- What other advisors aren’t telling you about hidden fees.
- The problems with the popular Dividend strategy.
- The unrealistic assumptions in a Buy and Hold stock strategy and MORE!
Learn what momentum models are and how they have made money in down markets like the Tech Wreck (2000 – 2002), Real Estate Bubble (2008), AND in February and March of this year! The focus will be on your stock portfolio and how it can, not only weather the storms of these uncertain times, but help your portfolio grow.
Where: Ruth’s Chris Steakhouse
275 S. West Temple Street
Salt Lake City, UT 84101
Doors open at 5:30 PM
The Presentation Starts at 6:00 PM (and will be about an hour)
This event and dinner are completely complimentary.
Dinner will be served promptly following the presentation.
Attendees of our seminar will be offered to schedule a one on one visit with one of our planners at no cost. Attendees are not required in any way to schedule this visit. This seminar is filled with valuable information that has been written for individuals and couples between the ages of 55-75 with at least $300,000 of investible assets. As a professional courtesy, we ask that those who work in the financial industry to not attend.