Salt Lake City, UT

Fill out the form below, or register via phone.
To register via phone, call (833) 717-3030. 

Finding Financial Success In The New Economy 

Register Via Phone: (833) 717-3030

Where: Carver’s
10720 Holiday Park Dr
Sandy, UT 84070

Doors open at 6:00 PM
The Presentation Starts at 6:30 PM (and will be about an hour)

This event and dinner are completely complimentary.
Dinner will be served promptly following the presentation.

What We Will Discuss:

  • See the different between an investment strategy and a written retirement plan
  • Discover how to thrive, even with low interest rates
  • Learn the new changes to IRAs and 401ks and how they affect you
  • And more…

If you enter retirement and use the same strategies that you used while you were working, you will probably draw income from a plan that looks like a pie chart. If you continue to do so, we believe it is only a matter of time until it falls apart and you will have to either go back to work or change your lifestyle.
Don’t put your retirement at risk with investment advice from a banker or broker who does not get paid unless you take risks. We are fiduciaries and want to help!

Dinner will be served after 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 55-80 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.

Estate Planning And You

Register Via Phone: (833) 717-3030

Where: Salt Lake City Library
210 E. 400 South 4th Floor Conference Room
Salt Lake City, UT 84111

Doors open at 6:15 PM
The Presentation Starts at 6:30 PM (and will be about an hour)

This event is completely complimentary.

What We Will Discuss:

  • Learn how couples could potentially become exempt from federal estate taxes
  • Why every homeowner should consider using a trust
  • How to plan so that your family can maintain control of your assets, NOT the courts!
  • Understand how a will is different than a trust
  • Learn ways to help avoid losing your home and life savings should you need to go to a nursing home
  • Discover how you can avoid the costly probate process
  • Learn ways to help protect your assets from the high cost of Long Term Care
  • Get insight on the newest trends in Long Term Care (and how to pay for it without going broke!)

If you enter retirement and use the same strategies that you used while you were working, you will probably draw income from a plan that looks like a pie chart. If you continue to do so, we believe it is only a matter of time until it falls apart and you will have to either go back to work or change your lifestyle.
Don’t put your retirement at risk with investment advice from a banker or broker who does not get paid unless you take risks. We are fiduciaries and want to help!

Attendees of our workshop 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 55-80 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.

NOTE: Your reservation is NOT confirmed until speaking with a Decker team member

Due to overwhelming demand for these events and very limited seating, we ask that all prospective attendees and their guests consider the following guidelines before submitting a reservation request:

  • These events are designed for individuals ages 55 and above. All attendees should be nearing retirement or currently in retirement.
  • These events are designed solely for individuals looking to obtain financial information and or advice.
  • If you have already attended a previous event with us, we kindly ask that you contact us to schedule a no-cost visit with one of our purebred fiduciaries instead.
  • If you are a financial advisor or if you are in the financial services industry, we ask that you not attend.