Client Appreciation & learning Event (In Person)

Top Golf in Midvale, UT
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    During this event, we’ll discuss:

    • How to leverage 50-years of empirically tested academic investing science concerning the known factors that impact risk and returns
    • How to steer clear of common myths about investing that have a destructive impact on too many families’ futures
    • What you need to know to answer the 20 Must-Answer Questions on your journey towards investing confidence

    Schedule of Event:

    • Dinner 5:30
    • Presentation 6:15
    • Golfing 8:45

    RSVP to Andria at 801.474.1234