Client Appreciation & Learning Event (In Person)

Top Golf in Midvale, UT


    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

    Event Schedule:

    • Brunch 10:30 AM
    • Presentation 11:15 AM
    • Golfing 1:45 PM

    RSVP to Andria at 801.474.1234