Client Events & Webinars
We regularly host events, webinars and other presentations to keep you informed on important topics. Stay up to date on the latest and greatest by checking this page frequently.
Many of our past webinars and presentations are now available on-demand! Get informed at your leisure and enjoy these on-demand presentations.
Upcoming Events
Taxes & Retirement Workshop
In Person and Online!
Thursday, April 25 at 6:00 p.m.
Carson Wealth
6955 S Union Park Center, Ste 250 Cottonwood Heights, UT 84047
Join Thom Hall CFP®, ChFC®, CExP, CEPA, Managing Director, Partner & Wealth Advisor for a Taxes & Retirement Workshop.
Understanding the intricacies of our marginal tax system is crucial for effective retirement planning. This workshop is designed to demystify the complexities of taxes in retirement, offering clear and practical strategies to optimize your financial situation. We’ll cover essential concepts and provide actionable insights on how to utilize tax planning as a tool for enhancing long-term financial outcomes. Whether you’re nearing retirement or planning ahead, this session is an invaluable resource for anyone looking to make informed decisions about their retirement finances.
Dinner will be available for those attending in person.
We encourage you to bring a guest!
Attend In-Person | Attend Online
This event is purely educational. No products or services will be offered for sale and there is no obligation.
