Personal Finance and Investment Educational Events in Utah

Share this page:

Investor Education Series

Diversify is pleased to announce our Annual Retirement Symposium (register online) that will be held on Tuesday October 24th 2017. This event will focus on helping you navigate through the changes that come with retiring and how to better plan for those changes. Our goal is to help you avoid many of the common mistakes made by retirees.

This event is designed to cater to the needs of those who are age 55 or older, retired, or nearing retirement. In addition to yourself, if you have any family, friends, or neighbors who are approaching this phase in their lives, we strongly encourage you to extend this invitation to others that this event could benefit. 

Aside from our opening session entitled “Investment Income Strategies,” we will be holding break-out sessions that evening that will cover the following topics:

Social Security:

The nuts and bolts of filing early, filing later, the benefits associated with each and guidelines for married couples and divorcees.

Tax Strategies:

Making sense of different tax considerations and techniques as they relate to retirement planning.


Becoming savvy with the what, when, where, why and how of Medicare.

Long Term Care:

Discovering the truth about long-term care, services covered, and associated costs.


Is adding an Annuity to your retirement allocation right for you? Understanding the Pros and Cons.

Estate Planning:

Understanding the difference between Wills and Trusts, and what roles they play in your retirement plan.

Presenting at the Symposium will be Max McQuiston, CFP®, Regional Vice President of American Funds—a global leader in the investment industry; Marc Rogers, Divisional Sales Manager of Wealthvest; John Gibbons, Regional Sales Director of One America; Scott Frederickson, president of Frederickson Murri Planners and Advisors; Medicare experts, Dan Hardle & Steve Wilson, and estate planner Josh Mauss, Esq. 

This event is a no-obligation, complementary educational opportunity to learn more about retirement. Due to anticipated demand, we recommend that you RSVP today!


When: Tuesday, October 24th at 6:00 PM

Where: Little America Hotel

Light Hors d’oeuvres to be served

Click here to RSVP online.


You can RSVP by emailing This email address is being protected from spambots. You need JavaScript enabled to view it. or by calling (801) 467-5115.


Register Online





You can click below to be added to our educational events notifications. 


Register for event notifications here: 

Sign Up for Future Educational Event Notifications






Tagged under Educational Event

Diversify, Inc. is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc. Member FINRA/SiPC. Insurances offered through Diversify Insurance, Inc.

This is neither an offer to sell nor a solicitation of an offer to buy securities. Any information contained on this website alone should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment.

Check the background of this firm on FINRA's BrokerCheck.

back to top