20 Essential Tips for Those 55+: A panel discussion on growing and protecting wealth Sep 19, 2012, 1:52 pm By Heidi Carmack Pfaffroth

Join us on Thursday, September 27 at 6:30 p.m. at our Riverton branch for a free seminar geared to those in their senior or retirement years.

Are you trying to figure out how to navigate the changing financial world into your senior years? We have a panel of five specialists ready to talk to you about estate planning, protecting your assets from theft, how taxes fit into your financial picture and more.

At this seminar, tax and investment experts will help you to understand how you can make the most of your wealth by preparing for retirement and managing assets during retirement in an ever-changing financial world. There will be some critical tips for protecting those valuable assets from theft. A legal expert will be there to talk about practical estate-planning issues to consider while you prepare to pass on your heritage.


–Lon Henderson, President and CEO at Soltis Investment Advisors will discuss investing;

–Randy Holmgren, J.D., from Jones Waldo will talk about estate planning;

–Jeff Bickel from Tanner LC will discuss tax issues; and

–Christopher Liechty from Bank of American Fork will act as moderator.

The seminar will be at the Bank of American Fork Riverton branch, 2691 W 12600 South, Riverton, UT 84065. Light dinner is included.

To RSVP, click here, or call 801-642-3139.

This entry was posted in Events, Personal, Savings, Seniors, Wealth Management. Bookmark the permalink.

4 Responses to 20 Essential Tips for Those 55+: A panel discussion on growing and protecting wealth

  1. Dustin says:

    Good stuff. Is there a schedule or calendar I can view to see the events in my area? (California)

  2. Looked at the list of previous events, it looks like you guys are having very helpful seminars. Looking forward to having the opportunity of attending in the future.

    • Heidi Carmack Pfaffroth says:

      Derek, if there’s ever a topic we could do a seminar or blog post on that you feel like would be helpful, don’t hesitate to let me know!

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