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Employee Retirement & Investments

Tuesday, November 20, 2018, 11:00 AM until 1:00 PM
Ninfa's Mexican Restaurant
430 St George Blvd
St. George, UT  84770

(435) 652-8935
Eddy Ortiz
Chapter Meeting
Registration is recommended
Payment In Advance Or At Event

Workshop Overview:

No one knows what the future holds – but it’s not totally out of your control. Whether preparing for retirement, unexpected expenses, or investing in other areas, you can prepare for the future. You can help ensure you and your loved ones have the financial resources to live the life you want.

Joe Goodner is a financial advisor who will highlight valuable financial information for HR professionals to take back to their organizations. If you want to make informed decisions and avoid costly mistakes, if you want to manage your finances to simplify your life and feel more confident, join us for a great discussion and lunch.

Topics can include:

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Family Finances