Events
Upcoming Events
May 21, 2026
11:30a - 1:00p
Granite Credit Union
The Retirement Tax Trap: How Smart Planning Can Protect Your Income
This presentation explores how taxes can significantly impact your retirement income and highlights common pitfalls that many retirees overlook. It breaks down practical strategies to help reduce lifetime tax burdens, optimize withdrawals, and better manage Social Security and Medicare costs. Attendees will walk away with a clearer understanding of how to create a more tax-efficient and confident retirement plan.
Past Events
April 16, 2026
11:30a - 1:00p
Granite Credit Union
Investing in an Uncertain Market April 16, 2026
1. Setting realistic expectations 2. Three specific investment strategies 3. Staying the course
March 19, 2026
11:30a - 1:00p
Granite Credit Union
Your Money & The One Big Beautiful Bill Act: What It Means for You
Overview of the One Big Beautiful Bill Act (OBBBA) — Key provisions and timelines 12 Potential Tax-Saving Opportunities — From expanded 529s and “Trump IRAs” to deductions for tips, overtime, and charitable giving Actionable Takeaways — Steps you can take now to prepare for 2025 tax season and beyond Q&A Session — Ask your personal finance and tax questions in a no-pressure setting Educational Focus — This event provides tax education, not tax advice. Attendees are encouraged to consult their licensed tax professionals before making any changes.
February 19, 2026
11:30a - 1:00p
Granite Credit Union
Social Security : The choice of a lifetime
How Social Security works: eligibility, benefit calculations, filing ages, and how benefits are adjusted for inflation When to claim: the financial impact of filing early, at full retirement age, or delaying benefits—and how strategies differ for singles, couples, and survivors Planning smarter: coordinating Social Security with other retirement income sources, understanding taxes, and avoiding common (and costly) mistakes
October 16, 2025
11:30a - 1:00p
Granite Credit Union
Social Security : Seven Keys to enhancing benefits
Keys to help you understand the basics of Social Security Keys that take a deeper dive into Social Security Taking the next step by rethinking retirement strategies
September 18, 2025
11:30a - 1:00p
Granite Credit Union
The Value of Income Planning September 18, 2025
1. Understand the biggest risks to your retirement income — including market fluctuations, inflation, and sequence of returns. 2. Discover how to align your expenses with dependable income sources to help safeguard your lifestyle. 3. Learn how a formal income plan can set realistic expectations and guide you toward long-term retirement security.
May 15, 2025
6:00p - 7:00p
Granite Credit Union
Plan Your Retirement Journey
Start early and stay consistent – Even small contributions can grow significantly over time. Make informed investment choices – Balance risk and reward with tax-advantaged accounts and diversified portfolios. Stick to your plan – Avoid emotional reactions to market shifts and focus on long-term growth.
April 17, 2025
6:00p - 7:00p
Granite Credit Union
Investing in an Uncertain Market April 17, 2025
1. Setting realistic expectations 2. Three specific investment strategies 3. Staying the course
March 20, 2025
6:00p - 7:00p
Granite Credit Union
Tax-Smart Retirement Planning March 2025
Learn how to develop a tax-efficient retirement strategy. Understand the tax implications of different retirement accounts. Explore strategies to minimize taxes on retirement income and optimize withdrawals.
February 20, 2025
6:00p - 7:00p
Granite Credit Union
Social Security Seminar - February 2025
Learn more about Social Security
September 26, 2024
6:00p - 7:00p
Granite Credit Union
Social Security Seminar - September 2024
Gain greater confidence in your retirement planning
November 16, 2023
6:00p - 7:00p
Granite Credit Union
Preparing for Retirement
Get MORE from your retirement years!
November 2, 2023
6:30p - 7:30p
Granite Credit Union Midvale Branch
Preparing for Retirement
Get MORE from your retirement years!
September 21, 2023
6:00p - 7:00p
Granite Credit Union
The Value of Income Planning Seminar
* Know your risks * Review Expense Categories * Identify income sources * Uncover potential income gaps * Develop a tailored solution
August 17, 2023
6:00p - 7:00p
Granite Credit Union
Understanding Social Security
Gain greater confidence in your retirement planning
June 15, 2023
6:00p - 7:00p
Granite Credit Union
Understanding Social Security
Gain greater confidence in your retirement planning
May 18, 2023
6:00p - 7:00p
Granite Credit Union
Protecting your vision of retirement
*Will Social Security be there for me? *How much monthly income will I have in retirement? *Will my savings and investments be enough?
April 20, 2023
6:30p - 7:30p
Granite Credit Union
Preparing for Retirement
Get MORE from your retirement years!
March 16, 2023
6:30p - 7:30p
Granite Credit Union
Social Security : Seven Keys to enhancing benefits
Keys to help you understand the basics of Social Security Keys that take a deeper dive into Social Security Taking the next step by rethinking retirement strategies
February 16, 2023
6:00p - 7:00p
Granite Credit Union
Social Security : Seven Keys to enhancing benefits
Keys to help you understand the basics of Social Security Keys that take a deeper dive into Social Security Taking the next step by rethinking retirement strategies
October 20, 2022
6:00p - 7:00p
Granite Credit Union
Managing the taxes on your retirement income
Tax Basics The importance of diverse retirement income sources Managing the conversation
September 22, 2022
6:00p - 7:00p
Cetera Advisor Networks located at Granite Credit Union
Social Security : Seven Keys to enhancing benefits (copy)
* Keys to help you understand the basics of Social Security, including when to consider taking benefits * Keys that take a deeper dive into Social Security, such as working in retirement * Finally, taking the next step at this insurance sales presentation by rethinking retirement strategies.
August 18, 2022
6:00p - 7:00p
Granite Credit Union
Financial Literacy 101
Why Financial Literacy?
July 21, 2022
6:00p - 7:00p
Cetera Advisor Networks located at Granite Credit Union
Social Security : Seven Keys to enhancing benefits
* Keys to help you understand the basics of Social Security, including when to consider taking benefits * Keys that take a deeper dive into Social Security, such as working in retirement * Finally, taking the next step at this insurance sales presentation by rethinking retirement strategies.
June 16, 2022
6:00p - 7:00p
Granite Credit Union
Preparing for Retirement
Get MORE from your retirement years!
April 28, 2022
6:00p - 7:00p
Cetera Advisor Networks located at Granite Credit Union
Social Security : Seven Keys to enhancing benefits
* Keys to help you understand the basics of Social Security, including when to consider taking benefits * Keys that take a deeper dive into Social Security, such as working in retirement * Finally, taking the next step at this insurance sales presentation by rethinking retirement strategies.