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Retirement & Financial Planning

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

(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 Meeting 
    Meeting ID:91385504331
    Passcode:033962

    • 10:00 AM –Medicare
      • How to Apply
      • Common Pitfalls
      • Retirement Fundamentals

    Join Zoom Meeting 
    Meeting ID:91371192246
    Passcode:879568

    • 11:00 AM –New to Saving, Retirement Basics
      • Overview –Saving for Retirement
      • Choosing Investments
      • Savings Tips

    Join Zoom Meeting 
    Meeting ID:91304813612
    Passcode:080316

    April 15thMay 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