If you own a traditional IRA, SEP, Simple IRA, 401(k), 403(b), 457 or TSP you don’t want to miss this seminar. This is an educational program only; there is no cost or obligation to attend. A fine complimentary meal follows. As fiduciaries, we are constantly striving to give our clients access to the most holistic retirement planning approach we can. As such, we will introduce you to the Certified Public Accountant and Attorney that all our clients have access to as just one of the many benefits we offer.
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.