This page provides resources and session details for participants of Planning for a Secure Retirement, a 6-week educational seminar hosted by the Utah Valley University Planned Giving Department and presented by Peterson Wealth Advisors."
After Week 5, participants may schedule a complimentary virtual open lab with a Peterson Wealth Advisors professional for a personalized analysis.
Week 1 – Understanding the Retirement Challenge
Week 2 – Maximizing Employer Sponsored Retirement Benefits
Week 3 – Optimizing Social Security
Week 4 –Investing for and During Retirement
Week 5 – Create a Personalized Retirement Income Plan
Week 6 – Minimizing Taxes and Maximizing Charitable Giving Throughout Retirement
Virtual Open Lab (after week 5):
The purpose of this Virtual Open Lab (after week 5) with the instructors and/or Certified Financial Planners™ (by appointment) is to provide you with the opportunity to analyze your own financial preparedness for retirement, using the tools and concepts presented in the class. You will have the opportunity for one-on-one feedback from the instructors and/or Certified Financial Planners™ as they help you:
After Week 5, participants may schedule a complimentary virtual open lab with a Peterson Wealth Advisors professional for a personalized analysis.
Scott Peterson is the founder and managing partner of Peterson Wealth Advisors. He graduated from Brigham Young University in 1986 and is a Chartered Financial Consultant™. Scott and his team of Certified Financial Planners™ specialize in financial management for retirees. Scott has broken ground in the retirement planning industry as the architect of the Perennial Income Model™, a planning tool that helps retirees manage their investments throughout retirement.
Scott wrote the book on managing money during retirement entitled, Plan on Living: The Retiree’s Guide to Lasting Income & Enduring Wealth. Scott is a teacher at heart and is a regular presenter at BYU’s Education Week. Scott and the Peterson Wealth Advisor’s team teach classes at various universities and companies to the employees who are preparing to retire. Peterson Wealth Advisors currently manages the finances for more than 700 households of retirees spread across the United States.
Scott enjoys serving his community in various civic and religious endeavors. Scott and his wife, Tracie, have five children and eight grandchildren. When Scott is not in the office, he can be found recreating with his family in the mountains and on the lakes of Utah.
Carson Johnson is a Certified Financial Planner™ with nearly a decade of experience specializing in retirement income planning for individuals and families. Carson began his career at Fidelity Investments, where he gained valuable experience in financial services. However, he soon realized that he wanted a more personalized approach to financial planning, which led him to Peterson Wealth, where he now works closely with retirees to help them secure their own retirement.
As a proud graduate of Utah Valley University, Carson earned his undergraduate degree in Personal Financial Planning and later obtained a Master’s degree in Financial Planning from the College for Financial Planning. With a background rooted in education, coming from a family of professors—including his father, who teaches at UVU—Carson enjoys teaching and speaking on retirement planning in the community.
Carson currently lives in Spanish Fork with his wife Shamri, and their wonderful three kids. Carson enjoys spending time with family, traveling, and playing sports (especially pickleball).
Carson is excited to have you in this class and hopes you walk away with valuable insights to help you secure your own retirement.
Jeff Sevy is a Certified Financial Planner™ who specializes in helping individuals and families prepare for and transition into retirement. Jeff chose this career because he has always wanted to work closely with people and help them improve their lives. While he originally thought that path might lead him toward medicine, he soon realized his real passion was personal finance and investing. Jeff’s interest in investing began at a young age, when his dad taught him the basics of how investing works.
That early interest eventually led him to the Personal Financial Planning program at Utah Valley University, where he discovered he could build a career around something he already loved. What makes Jeff especially effective as a retirement planner is his ability to combine technical financial knowledge with a personal, caring approach. He enjoys getting to know clients beyond the numbers and helping them create retirement plans that reflect their needs, goals, concerns, and values.
For Jeff, retirement planning is not just about dollars and cents—it is about helping people feel confident enough to enjoy the retirement they have worked so hard to build. Jeff currently lives with his wife and their young daughter. Outside the office, he enjoys baseball, boating, traveling, trying new restaurants, and learning about economics, policy, and geopolitics. Jeff is excited to have you in this class and hopes you leave with helpful insights to help you plan for retirement with greater confidence.
For resources or questions about the seminar series, estate planning, or legacy giving at UVU:
[email protected] | uvgift.org | uvu.edu/give
For questions about course content:
The Utah Valley University Planned Giving Department facilitates hosting this series of informative webinars and in-person seminars on retirement and estate planning presented by financial professionals. The content of each presentation is offered as a public service and is informational only. UVU makes no claims as to its accuracy or value to participants, nor does it endorse any of the presenting professionals, their organization, products or services. When making financial decisions, participants should seek guidance from their preferred financial advisors.
