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

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.

June 26, 2020

12:00p - 1:00p

Webex - See Registration

Register

Retirement Plan 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.

Past Events

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