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Attend a Seminar

Under the direction of the Planned Giving Advisory Council, Salt Lake Community College offers free public seminars and other workshops on relevant retirement topics such as Social Security, Estate Planning, Wills, Trusts, IRA Distribution, and IRA Distribution.

All seminars are held from 3 - 4:30 pm at the Salt Lake Community College Redwood campus:

Academic & Administration Building (AAB, Room #135)
Salt Lake Community College,
4600 South Redwood Road
Salt Lake City, Utah 84123
Parking information and complimentary parking code are provided upon registration.

Tuesday,
September 11, 2018

What's Your Strategy? Six Barriers to Investment Success

Carmen Valverde, CFP
 

Are hidden biases undermining your investment success?

We like to think we invest rationally, but the field of behavioral finance has shown that there are social, emotional, and even cognitive factors that can affect our financial decisions and stand in the way of investment success.
By identifying these unconscious tendencies, we may have a better chance of meeting our long-term goals.

Join our presentation to learn more about:

  • Common behavioral biases
  • How biases affect our decision making ability
  • The impact of biases on investment portfolios
Register now!
Tuesday,
October 16, 2018

New Rules of Retirement

Todd Schwendiman
 

Learn strategies to help increase income in retirement, while potentially reducing taxation of your hard-earned life savings, and receive a FREE income and risk analysis.

Register now!
Tuesday,
November 13, 2018

Taxes in Retirement

Rebecca Schreyer
 

Understand the potential impact taxes have on your retirement income. Learn the basics of how to coordinate retirement assets to maximize income and minimize your taxes in retirement.

Register now!
Tuesday,
December 4, 2018

Retirement Planning 45yrs & Younger

Tyler McQueen
 

What can you do if you're 45 or younger to start building for a secure retirement? The first step is starting early. Learn strategies on how to best plan for your future retirement.

Register now!
Tuesday,
January 15, 2019

Purposes of Estate Planning

Doug Cummings
 

No Matter your income, assets or stage of life, there are basic things to be aware of when considering your estate plan. Get your questions answered while gaining a general understanding of estate planning.

Register now!
Tuesday,
February 19, 2019

Social Security Planning

Steven Pagoaga
 

Learn how to avoid tax traps and maximize your Social Security benefit.

Register now!
Tuesday,
March 19, 2019

How to Escape the Retirement Tax Trap

Curtis Marsh
 

Explore some of the common taxable and tax-free retirement planning and income strategies, as well as how to maximize your legacy while minimizing taxes.

Register now!

For more information, please contact Kendra Angell at 801-957-3780 or Kendra.Angell@slcc.edu.
The PGAC Seminar Series is a no-obligation service provided by the SLCC Foundation. The material is intended to provide general education and is not written or intended as tax or legal advice.

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Salt Lake Community College

4600 South Redwood Road
Salt Lake City, UT 84123
801-957-SLCC (7522)

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