The Annual Retirement Symposium

Diversify Inc. is pleased to announce the return of our Annual Retirement Symposium.

According to the Social Security Administration, “About one out of every four 65-year-olds today will live past age 90, and one out of 10 will live past age 95.” Do you have a comprehensive plan for your retirement funds to last 28 years or more?

If you are age 55 or older, retired, nearing Retirement or have loved ones who are approaching this phase of life, we strongly encourage you to attend this educational event.

Our event agenda this year includes an opening session discussing the current market outlook and how possible changes may impact your financials goals.

Presenting at the Symposium will be Dan Luke, CFP®, Co-Founder and CEO of Diversify Inc. and DFPG Investments, Inc.; Kent Chan, Equity Investment Specialist at Capital Group, Inc.; Ryan Edmonds, CIMA®, Long Term Care Regional Director, Pacific Life; Diego A Verdugo, CRPS®, Retirement Solutions Director of Principal Global Investors, LLC; Nate Williams, V.P. Annuity Distribution, Allegis Advisor Group; Kyle H Barrick, J.D., Owner of Law Office of Kyle H Barrick; Krista Baker, CFP®, CPA, MBA, Owner of Baker 3, Inc.; Steve Wilson, Director of Health Insurance for Diversify Insurance, Inc.

This event is a no-obligation, complimentary educational opportunity to learn more about retirement.

Due to anticipated demand, we recommend that you RSVP today! Please be sure to register for our breakout classes individually.

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Book Event

Social Security: Breakout Session 1

6:55 PM - 7:35 PM

Available Tickets: Unlimited
The Social Security: Breakout Session 1 ticket is sold out. You can try another ticket or another date.
Medicare: Breakout Session 1

6:55 PM - 7:35 PM

Available Tickets: Unlimited
The Medicare: Breakout Session 1 ticket is sold out. You can try another ticket or another date.
Principal Protected Investing: Breakout Session 1

6:55 PM - 7:35 PM

Available Tickets: Unlimited
The Principal Protected Investing: Breakout Session 1 ticket is sold out. You can try another ticket or another date.
Estate Planning: Breakout Session 2

7:40 PM - 8:20 PM

Available Tickets: Unlimited
The Estate Planning: Breakout Session 2 ticket is sold out. You can try another ticket or another date.
Tax Strategies for 2019: Breakout Session 2

7:40 PM - 8:20 PM

Available Tickets: Unlimited
The Tax Strategies for 2019: Breakout Session 2 ticket is sold out. You can try another ticket or another date.
Long Term Care: Breakout Session 2

7:40 PM - 8:20 PM

Available Tickets: Unlimited
The Long Term Care: Breakout Session 2 ticket is sold out. You can try another ticket or another date.
Social Security: Breakout Session 3

8:25 PM - 9:00 PM

Available Tickets: Unlimited
The Social Security: Breakout Session 3 ticket is sold out. You can try another ticket or another date.
Medicare: Breakout Session 3

8:25 PM - 9:00 PM

Available Tickets: Unlimited
The Medicare: Breakout Session 3 ticket is sold out. You can try another ticket or another date.
Tax Strategies for 2019: Breakout Session 3

8:25 PM - 9:00 PM

Available Tickets: Unlimited
The Tax Strategies for 2019: Breakout Session 3 ticket is sold out. You can try another ticket or another date.

Date

Sep 17 2019

Time

6:00 pm - 9:00 pm

Cost

Free

Location

little America Hotel
500 Main St, Salt Lake City, UT 84101

Organizer

Diversify, Inc.
Phone
(801) 467-5115
Email
events@diversify.com
REGISTER
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