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Retirement Strategies for the Sophisticated Investor

Retirement Strategies for the Sophisticated Investor

Join Jenie Connors, CFP ® & Senior Advisor at Diversify, Inc. for; Retirement Strategies for the Sophisticated Investor

Jenie, Also seen on KSL focuses on holistic wealth management in all areas of financial planning, and enjoys teaching and serving in the community. She is on the Board of Directors and President of the Utah Chapter of the Financial Planning Association, former occasional radio host of Diversify Radio (KNRS 105.9 FM), and former small business owner. She is a graduate from Utah Valley University (Magna Cum Laude), with BS degrees in Economics and Personal Financial Planning.

Space is limited, Please view details and RSVP for one of our Monthly Classes below:

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Book Event

Retirement Strategies for the Sophisticated Investor

Retirement Strategies – Retirement is not a destination, it is a journey that begins when the day job ends. How do you prepare for such an adventure that can last 30 years? Have a M.A.P. (master action plan) in place to guide you! From 401Ks, Pensions, Roth IRAs, Traditional IRAs, SIMPLE IRAs, Social Security and more, this class will discuss different retirement accounts, investment options, and diversification and income distribution strategies. Whether you are an entrepreneur, intrapreneur, or domestic engineer, it is never too early (or late) to begin putting your financial M.A.P. in place.

Available Tickets: 30
The Retirement Strategies for the Sophisticated Investor ticket is sold out. You can try another ticket or another date.


Aug 14 2019


Multiple Dates
12:00 pm - 1:00 pm




Diversify Headquarters
9017 S. Riverside Dr. Ste. 200, Sandy, Utah 84070


Diversify, Inc.
(801) 467-5115

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