Utah Valley University Wasatch Campus

WC 228
3111 College Way, Heber City, UT 84032

Seating is limited, so sign up today!

No Charge to Attend!

Utah Valley University Wasatch Campus

WC 228
3111 College Way, Heber City, UT 84032

Seating is limited, so sign up today!

No Charge to Attend!

REGISTER NOWSUBMITREGISTER NOW
The new tax and financial rules have changed.

Understand the potential impact taxes have on your retirement income.

Addressing common threats to retiree portfolios.


You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate an income plan and these decisions could have lasting repercussions.

The rules are different when you retire. You may need to adjust your asset allocation and consider different investment choices. You will need to make decisions on methods to withdraw funds from your savings, investments, and retirement plans. You will want to plan for unforeseen events.

Fortunately, there are sound ways to help stretch your retirement income. At this informational workshop you will receive a 20-page workbook on retirement income strategies. This full-color resource features information, exercises, and questions designed to help you make sound financial decisions. The workbook was prepared especially for this workshop and contains information you will want to remember from this presentation.

Join us at Utah Valley University Wasatch Campus for an informational workshop covering retirement income strategies on Tuesday, January 15 from 11:00 AM-12:30 PM or Thursday, January 17 from 6:30-8:00 PM.

Register Now

If you are in need of a sign language interpreter, please contact us by calling 844-567-7760. We will do our best to accommodate your request, however 3-5 business days are typically needed to secure an interpreter. If we are unable to schedule an interpreter for the event, we will notify you via e-mail.

This presentation is strictly informational. No investments will be promoted. However, the Financial Advisor presenting may invite you to a follow up consultation where financial products may be presented or offered, see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. Neither Retirement 567 nor the Financial Advisor presenting this workshop are affiliated with the Social Security Administration or any other governmental organization. Privacy Policy.