Organize Your Retirement Junk Drawer: Family Trusts, Social Security, Risk, Roth Conversions and Taxes

Name: Organize Your Retirement Junk Drawer: Family Trusts, Social Security, Risk, Roth Conversions and Taxes
Start: 2027-03-11T18:00:00-06:00
End: 2027-03-11T19:30:00-06:00
Location: Woods Cross High School

March 11, 2027 | 6:00 pm

Woods Cross High School
600 W 2200 S
Woods Cross, UT 84087

Directions

Register For This Event

The workshop covers practical strategies for estate planning, social security, investment risk, and taxes while organizing the key financial decisions and models that shape a confident retirement.

"*" indicates required fields