Retirement & Financial Planning

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APA Employees

As a client of MRP, a division of HUB International Investment Services, Inc. APA 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 Meeting https://zoom.us/j/91385504331
Meeting ID:91385504331
Passcode:033962
  • 10:00 AM –Medicare
    • How to Apply
    • Common Pitfalls
    • Retirement Fundamentals

 

Join Zoom Meeting https://zoom.us/j/91371192246
Meeting ID:91371192246
Passcode:879568
  • 11:00 AM –New to Saving, Retirement Basics
    • Overview –Saving for Retirement
    • Choosing Investments
    • Savings Tips

 

Join Zoom Meeting https://zoom.us/j/91304813612
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

Request a free review

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

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