Events

We provide several events throughout the year to educate plan fiduciaries and help individuals become more financially savvy. Whether it’s keeping up with trends or discussing other relevant topics, our firm is dedicated to providing sound information to both our clients as well as our community. Along the way, we like to have some fun too. If any of the events below look interesting, please join us. We’ll be happy to add you to our guest list.

Upcoming Events

August 26, 2020

10:00a - 11:00a

GoToWebinar - See Registration Link

Register

Providing Financial Advice in this Economic Crisis: Employees Never Needed it More Than They do Now

This year has been a wild ride. With all that has gone on in the past several months, one consistent feeling for many is uncertainty. Like many, you have probably had friends and family offer unsolicited advice and opinions on which way they think politics, the market, the economy, and the virus will go. Rather than gamble on tips or tricks, it's better to plan based on principles. In this quarter's education meeting, we have the opportunity to hear from a special guest Pete the Planner®. We wanted to do something unique in the midst of so much that's been going on. Not only will Pete go over some principles you can utilize right away, but there will be time for a question and answers session. Participants are encouraged to ask questions to get answers to those financial worries that are on their minds.

September 11, 2020

8:30a - 5:00p

Zoom Meeting - Register to receive login information

Register

2020 Virtual 401(k) and Benefits Summit

It's almost that time of year again when many companies are preparing to review their group benefits and 401(k). Right now is a great time to brush up on your fiduciary education, catch up on 401(k) and benefits trends, and knock out some CE while you're at it. Having a better understanding of the 401(k) and benefits landscape can help you make better decisions for your company. 

Past Events

June 26, 2020

12:00p - 1:00p

Webex - See Registration

Strengthen Your Workforce Through Financial Wellness - Webinar and SHRM CE

Financial wellness is essential when you are involved in the management of your company's retirement plan. Having a retirement plan isn't enough to be successful. Monitoring the effectiveness of your plan is critical. In this webinar and SHRM CE course, we'll be going over retirement wellness to help you be effective in the management of your company's retirement plan.

June 24, 2020

12:00p - 1:00p

Webex Meeting - Login Information Available Upon Registration

Preparing For Retirement: Where Do I Start?

In this Webinar, we will be going over a high-level view of retirement planning. Some of the topics we'll be covering include: - What is the average American doing? - Roadblocks to retirement readiness. - Other considerations. - Online retirement resources.

May 21, 2020

12:00p - 1:00p

Webinar link available upon registration

Webinar CE Event: Top Defined Contributions Trends and Developments

Come join us on May 21st at 12:00 PM MST for a webinar on current retirement plan trends. There has been a lot of change in the last couple of months. This webinar was created to keep you up to date on trends as a retirement plan fiduciary for your company. As part of the conversation, we'll be going over the COVID-19 impact on retirement plans.

April 21, 2020

1:00p - 2:15p

https://attendee.gotowebinar.com/register/7393888448331621389

Retirement Plan Participants Have Never Needed Advice More Than Today -CARES Act Webinar & CE Series

Top DC Trends and Developments - Presented by: Taylor Plus - Janus Henderson Investors    1Hr CE (CPA, PHR, SPHR, GPHR, SHRM-CP, SHRM-SCP and CEBS) Market Update    Presented by: Michael Sayre - CPFA, AIF Participants Have Never Needed Advice More Than Today    Presented by: Artesys

April 14, 2020

10:30a - 4:00p

WebEx - See link in the description

What You Need to Know About the CARES Act - Part 2

A lot has gone on in the world over the last couple of weeks. With all the changes comes a wave of information that can be overwhelming. We have organized a series of webinars and CE classes to help leaders and decisionmakers get to the heart of relevant updates and information pertinent to them. To do this, we have asked business leaders and experienced professionals to help us dissect some of these issues. We've tried to tailor the CE courses to reflect current concerns. Please join us in the coming weeks as we learn about relevant topics together and strengthen business with better knowledge and understanding.

April 8, 2020

11:00a - 12:00p

Webex - You'll receive the login information after registering

CUI CARES - The CARES Act Webinar & CE Series

We have organized a series of webinars and CE classes to help leaders and decisionmakers get to the heart of relevant updates and information pertinent to them. To do this, we have asked business leaders and experienced professionals to help us dissect some of these issues.

March 4, 2020

12:00p - 1:00p

AGC of Utah

AGC of Utah - The SECURE Act and 401k Fiduciaries. Fulfilling Your Fiduciary Roles

Discussion Topics - Highlights from the SECURE Act - Impacts the SECURE Act will have on retirement plans - What it means to be a fiduciary - What fiduciary duties you have Certificate of completion of Fiduciary Education will be given

February 19, 2020

8:00a - 9:30a

Mimi's Cafe

What the SECURE Act Means for 401k Fiduciaries. Fulfilling Your Fiduciary Roles

We will be going over the SECURE Act and what it means for 401k Plan Fiduciaries. We will also be going over fiduciary responsibilities including what a fiduciary is and the responsibilities of retirement plan fiduciaries.

February 18, 2020

12:00p - 1:00p

Webinar

SHRM CE Webinar - Prudent Practices: A Common-Sense Approach for Plan Sponsors

In this webinar, we will be helping prepare you as a fiduciary of your retirement plan. This can help you recognize and avoid breaches in fiduciary responsibilities and make better decisions for your retirement plan.

February 4, 2020

12:00p - 1:00p

Webinar

Event Registration