2019 Fall Seminar Series

8  Events for Individuals

6  Events for 401k Plan Sponsors

Everyone is welcome to attend more than one event
All events are complimentary
All events are sponsored and paid for by Navigate Financial


If you’re a 401k plan sponsor, please forward this information to company employees
Please see final tab for RSVP information


How is the Millennial Generation Impacting Our Financial World?

Zachary Taylor, Regional Director, Voya Investment Management
September 16 – Dinner 6:00
Brio Tuscan Grille, Fashion Place
 

Workshop: Create Your Financial Plan Now!

Ben Driggs, Navigate Financial
September 17 – Working Dinner Catered by Café Rio 6:00
Holladay City Hall, Holladay
 

Protecting Against Cyber Security and Identity Theft

Bill Donohue, Regional Director, Ivy Funds
September 18 – Dinner 6:00
Hug-Hes Café, Centerville
 

Workshop: Complete Your Estate Plan Documents Now!

Sterling Olander, Estate Planning Attorney, Kirton McConkie
September 19 – Working Dinner 6:00
Saffron Colonial, Downtown Salt Lake City
 

When Couples Argue About Money: Striving for Understanding and Constructive Solutions

Amy Kennedy and Holly Nelson, Family Law Attorneys, Dart Donovan
September 23 – Dinner 6:00
Brio Tuscan Grille, City Creek
 

Approaching 60 - Getting Ready for Retirement

Ben Driggs, Navigate Financial
September 24 – Dinner 6:00
Café Trio, Cottonwood
 

Creating Financial Balance and Direction When Struggling to Make Ends Meet

Itzel Leon, Financial Counselor, AAA Fair Credit Foundation
September 25 – Dinner 6:00
Olive Garden, Fashion Place
 

How Does the Widening Wealth Gap Affect Me?

Ben Driggs, Navigate Financial
September 26 – Dinner 6:00
Harvest Restaurant, Thanksgiving Point



The Top 10 401k Trends in 2019

Ben Driggs, Navigate Financial
October 7 – Lunch 12:00
Caffé Molise, Downtown Salt Lake City
 

What Keeps Employees Up at Night, and Why Employers Should Take Note

Eric Funk, Retirement Director, Fidelity Investments 
October 8 – Lunch 12:00
Twigs Bistro, Farmington
 

Reducing Risk by Hiring Investment and Administrative Fiduciaries

Brody Geist, Regional Vice President, Securian Financial Retirement Solutions 
October 9 – Breakfast 8:00
Grand America Hotel, Salt Lake City
 
 

What Employers Should Understand About ERISA

Brooke Nelson, Attorney, Durham Jones & Pinegar
October 15 – Lunch 12:00
SOMI Bistro, Sugarhouse
 

What Troubles Do 401k Plan Sponsors Run Into: An ERISA Attorney’s Perspective

Ken Tillou, ERISA Attorney, Parr Brown
October 16 – Breakfast 8:00
Grand America Hotel, Salt Lake City
 

Understanding Multi-Employer Plans

Wayne Ericson, Regional Vice President, Transamerica
October 16 – Lunch 12:00
R&R Barbeque, Lehi


Option 1:  Send email to [email protected]

Option 2:  Call (801) 905-1644

Option 3:  Fill out the RSVP form at the bottom of this page. (Under "Number Attending" please also indicate the event you're attending.)

We hope to see you there! 



Events are educational in nature - no company specific products will be discussed.