Financial Planning Seminars

Older couple sits together in the sand on a beach.

The Utah Valley University Foundation offers a variety of financial planning seminars aimed at assisting you in looking toward your financial future. Topics include social security, retirement, and wills planning. The UVU Foundation is covering the cost of these workshops for its invited guests.

Workshop Commitment

These workshops are strictly educational and do not promote any products or companies. A "hear it, see it, write it" teaching method makes it easy to understand, retain, and profit from the information covered. Any mention of a product is for illustrative purposes only.

UVU makes no claims as to the accuracy or value of the content presented to the participants. All participants should consult their own advisors before relying or acting on any information they receive in this or other similar presentations.

Who should attend?

The workshop material is designed for those currently retired or near retirement and those who are serious about gaining current money-management knowledge. These workshops provide information you can use today to improve your financial well-being. The material is equally relevant for single people and couples.

For additional information or to register, please contact:

Vicky Hopper
Gift Planning Coordinator

Registration is required. As seating is limited to facilitate interaction and questions, it is suggested that you register early. Sessions fill up quickly.

See below for a list of upcoming seminars.

Spring 2017

What Do I Need to Do Now to Have a Comfortable Retirement?

This workshop gives you the opportunity to learn and ask questions about the most important aspects of retirement planning. Whether you are currently retired or still planning for your retirement, in this workshop we will help you:

  • Understand Medicare, Social Security, IRAs, 401ks, pensions, and other retirement plans.
  • Recognize health concerns that may affect your retirement, including health insurance premiums, long-term care, and more.
  • Identify your retirement income sources and potential obstacles that may keep you from maximizing your income.
  • Understand why knowing the difference between taxable, tax-deferred, and tax-free investments is important.
  • Understand and manage investment risk.
  • Know the basics of estate planning and the importance of properly naming beneficiaries on your retirement accounts.

There will be a special presentation during lunch on tax-exempt trusts and an update on what's happening around campus.

Boardroom, UVU Alumni Center

Dates (choose one):

Daytime: noon - 2 p.m., lunch provided to registrants
Tuesday, Feb. 28, 2017
Thursday, March 2, 2017

Evening: 6 - 8 p.m., light snack provided to registrants
Wednesday, March 1, 2017

James V. Cardall, ChFC, CASL, RFC
Jim began his career in financial services in 1984. His practice focuses on working with individuals and families in the areas of retirement planning, estate planning, and comprehensive financial planning. Jim is a Chartered Financial Consultant, Chartered Life Underwriter, Chartered Advisor for Senior Living, and Registered Financial Consultant and is certified in Long-Term Care. He is an investment advisor representative with MML Investors Services Inc.

Alexander Hancock
Alex has been a part of the insurance and financial services world most of his life, having been involved in a variety of capacities with his father, and experienced financial planner in Idaho. He joined MassMutual Intermountain West after graduating from the Marriott School of Management at Brigham Young University with a degree in finance. Alex is an investment advisor representative with MML Investors Services Inc.

The Top Ten Costliest Estate-Planning Mistakes

So you took the time and spent the money and had your estate planning done. Congratulations! However, are you sure that the plan you have avoids some common estate-planning pitfalls? These mistakes can cost you and your family both peace of mind and a lot of money.

This seminar concentrates on dealing with the ten most common problems that courts and attorneys must try to resolve after the fact and will help you recognize the pitfalls in your own plan. This gives you the chance to fix it before it becomes an issue, giving you peace of mind and family harmony.

This seminar will cover the following and more:

  • Maintaining control during incapacity
  • Transferring wealth — inheritance protection
  • Protecting beneficiaries from others and themselves
  • Escaping intestacy
  • Avoiding unintended heirs
  • Side-stepping predators and spend-thrifting
  • Dodging conservatorship
  • Understanding estate taxes
  • Managing estate plans
  • Preserving tax-deferral benefits

Boardroom, UVU Alumni Center

Date: noon - 2 p.m., lunch provided to registrants
Thursday, March 16, 2017

J. RobRoy Platt, Esq., Platt Law P.C.
RobRoy Platt, with his wife and law partner, Melissa Platt, is the owner of Platt Law P.C., an estate-planning and elder-law practice that has been operating in Utah County since 2007. Platt Law focuses entirely on helping families navigate the complex legal world of estate, business-succession, and elder-law planning. RobRoy is an active member of the Utah State Bar, where he served as the founding chair of the Elder Law Section.