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Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to providing sound information to our clients. 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

More events are on the way! Check back soon for more information.

Past Events

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


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


Event Registration

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