You’re Invited to Join Us
ÃÛ¶¹ÊÓÆµ Employees
As a client of MRP, a division of HUB International Investment Services, Inc. ÃÛ¶¹ÊÓÆµ employees are invited to attend our Live Webinar Series events. This series is offered on the third Friday of each month and covers a wide variety of financial planning topics like the basics of retirement savings, building your investment portfolio, Medicare, Social Security, and much more.
Retirement & Financial Planning Live Webinar Series
Friday, March 18th
(Mountain Time Zone, 45-minutes for each meeting)
- 9:00 AM –Preparing for Tax Season, Tax Strategies
- Two Guest CPA Presenters
- Helpful Tips
- Planning Strategies
Join Zoom MeetingÂ
Meeting ID:91385504331
Passcode:033962
- 10:00 AM –Medicare
- How to Apply
- Common Pitfalls
- Retirement Fundamentals
Join Zoom MeetingÂ
Meeting ID:91371192246
Passcode:879568
- 11:00 AM –New to Saving, Retirement Basics
- Overview –Saving for Retirement
- Choosing Investments
- Savings Tips
Join Zoom MeetingÂ
Meeting ID:91304813612
Passcode:080316
Future Events
| April 15th | May 20th |
| 9:00 AM –F.I.R.E. Principles 10:00 AM –Estate Planning 11:00 AM –Retirement Basics | 9:00 AM –Principles of Investing 101 10:00 AM –Nearing Retirement 55+ 11:00 AM –Retirement Basics |

Zac Huish CFP®, M.S., MPAS®, APMA®, CRPS®
VP of Wealth Management – zac.huish@hubinternational.com – 801.643.9728
Doug Macdonald CFP®, CPFA
Investment Advisor, Wealth Management – doug.macdonald@hubinternational.com – 801.833.5928