UTAH CHAPTER

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Date Event Title Event Type
Jul 30, 2014 New Reasons for Annual Valuations and Life Settlements Sponsored Education Online
Free to Members
  Speaker(s): Snow D. Inocencio  
  Summary: Life settlements as one solution for asset protection
Sponsored by The Lifeline Program
 
Aug 12–
Aug 12, 2014
Financial Planning Section Meeting Chapter:
Utah Chapter FSP
Time: 11:00 AM – 01:00 PM
Add'l Info: 2 hours of CFP CE credit available.
Location: Cambridge Financial
6440 S. Wasatch Blvd, Suite 150
Salt Lake City Utah
  Speaker(s): Moderator: Kenneth R. Evans, CLU®, ChFC®, CFP®  
  Summary: For reservations, call Marlene Evans (801) 994-5500. Attending a meeting with a lunch is $5.00 for members.  
  Section(s): Financial Planning
 
Aug 13–
Aug 13, 2014
Estate Planning Section Meeting Chapter:
Utah Chapter FSP
Time: 11:00 AM – 01:00 PM
Location: Prudential Financial
10808 South River Front Parkway, #275
South Jordan Utah
  Speaker(s): Moderator: William L. Prater, JD  
  Summary: For reservations, call Barney Tanner (801) 441-1000. Attending a meeting with a lunch is $5.00 for members.  
  Section(s): Estate Planning
 
Aug 14–
Aug 15, 2014
Clinic for Advanced Professionals Clinic
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
Aug 20, 2014 TBD Audio/Web Conference
  Summary: Topic - Defined Benefit Plans. Details coming soon.  
Aug 26, 2014 TBD Audio/Web Conference
  Summary: Topic - Eventually Every Business Changes Hands: Are You Ready? Details coming soon.  
Sep 02–
Sep 02, 2014
Chapter Luncheon Chapter:
Utah Chapter FSP
Time: 11:45 AM – 01:30 PM
Add'l Info: Senior Prenuptial Agreements
Location: Joseph Smith Memorial Building
15 East South Temple
Salt Lake City Utah
  Speaker(s): D. Jay Curtis  
  Summary: Reservations for the luncheon must be made no later than 3 business days before the meeting. To make a reservation or to be added to the Red Dot List (outstanding RSVP list), please contact Angela Aldous (utahsfsp@gmail.com or 801-595-1730).  
Sep 09, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Retirement Income Distribution. Details coming soon.
Sponsored by Securities America.
 
Sep 18, 2014 Fully Insured Plans Sponsored Education Online
Free to Members
  Speaker(s): Ernie Guerriero, CLU, ChFC, CEBS, CPCU, CPA  
  Summary: Discussion of issues surrounding fully insured plans
Sponsored by Guardian
 
Sep 18–
Sep 18, 2014
Grant Taggart Symposium Chapter:
Utah Chapter FSP
Time: 08:00 AM – 04:30 PM
Add'l Info: Please visit our website for additional information. www.granttaggart.com.
Location: Brigham Young University Conference Center
770 E. University Parkway
Provo Utah
  Summary: The Grant Taggart Symposium, held annually, comprises a selection of educational sessions for professional and practice development in the life insurance and financial services industry. Classes and workshops are specifically provided for agents, managers, and staff and are a great way to obtain education licensing credits!  
  Section(s): Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
 
Sep 24, 2014 TBD Sponsored Education Online
Free to Members
  Summary: The Social Media Black Book: 7 Little Secrets Every Advisor Needs To Know To Explode Your Business. Details coming soon
Sponsored by Hello My Name is, LLC
 
Oct 07, 2014 TBD Sponsored Education Online
Free to Members
  Summary: Topic - Charitable Remainder Trusts. Details coming soon
Co-sponsored by the American Cancer
 
Oct 08–
Oct 08, 2014
Financial Planning Section Meeting Chapter:
Utah Chapter FSP
Time: 11:00 AM – 01:00 PM
Add'l Info: 2 hours of CFP CE credit available.
Location: Cambridge Financial
6440 S. Wasatch Blvd, Suite 150
Salt Lake City Utah
  Speaker(s): Moderator: Kenneth R. Evans, CLU®, ChFC®, CFP®.  
  Summary: For reservations, call Marlene Evans (801) 994-5500. Attending a meeting with a lunch is $5.00 for members.  
  Section(s): Financial Planning
 
Oct 09–
Oct 09, 2014
Estate Planning Section Meeting Chapter:
Utah Chapter FSP
Time: 11:00 AM – 01:00 PM
Location: Prudential Financial
10808 South River Front Parkway, #275
South Jordan Utah
  Speaker(s): Moderator: William L. Prater, JD  
  Summary: For reservations, call Barney Tanner (801) 337-4345. Attending a meeting with a lunch is $5.00 for members.  
  Section(s): Estate Planning
 
Nov 04–
Nov 04, 2014
Chapter Luncheon Chapter:
Utah Chapter FSP
Time: 11:45 AM – 01:30 PM
Add'l Info: We will hold a joint meeting with the students at UVU. The topic is Key Person Strategies.
Location: Utah Valley University
Orem Utah
  Speaker(s): Jerry Borrowman  
  Summary: Reservations for the luncheon must be made no later than 3 business days before the meeting. To make a reservation or to be added to the Red Dot List (outstanding RSVP list), please contact Angela Aldous (utahsfsp@gmail.com or 801-595-1730).  
Nov 19, 2014 TBD Video Teleconference
  Summary: Strategies and products to offset market fluctuations  
Jan 18–
Jan 22, 2015
2015 Arizona Institute Arizona Institute
Location: The Wigwam Resort

Litchfield Park AZ
  Speaker(s):  
  Summary: The Institute is a unique learning experience—4 days of intensive, in-depth education in a small classroom environment.  
  Section(s): Business & Compensation Planning
Employee Benefits
Estate Planning
Financial Planning
Investment Management
Leadership & Management
Qualified Plans
Retirement Counseling
Risk Management
 
May 14–
May 15, 2015
TBD Clinic
Location: Philadelphia PA
  Summary: An in-depth educational meeting on issues of high importance to financial professionals.  
18 Events Returned
Event Details

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