Join Us For A Special Event!

 

EVENTS

Whether it’s keeping up with trends or discussing some other topic, our firm is dedicated to educating and providing information to our clients. Along the way, we like to have some fun, too. If any of the events below look interesting, please reserve your seat online or give us a call. We’ll be happy to add you to our guest list.

Upcoming Events

June 19, 2025
12:00 PM PST
LIVE WEBINAR

Oil and Gas Webinar

Tune in for Jeff Bangerter and guest speaker, Nick Padula with USEDC as they share some tax planning strategies.

June 26, 2025
11:00 am PST
LIVE WEBINAR

Roth Conversion Webinar

Roth Conversions can be particularly beneficial for high-net-worth individuals looking for:

  • Tax-free growth and withdrawals in retirement
  • Potential estate planning benefits
  • Flexibility to control future taxable income