Chapter Events
Have an idea for an event, or a question about our calendar? We want to hear from you.
Feb 2023
Date/Time | Event |
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February 1, 2023 7:30 am - 9:00 am |
February 1 Meeting
“2023 Economic and Stock Market Outlook “ Presented by Economic conditions shifted dramatically in 2022 and both stocks and bonds suffered together. The Federal Reserve is telegraphing signifcant tightening in 2023 and recessionary expectations are at historic levels. Join us in February as John Tousley will review the economic conditions we’ll be facing in 2023 and beyond. He will look at the major economic factors, discuss asset allocation outlooks and talk about risks on the horizon. He will give us lots of great information to share with our clients this year. About the Speaker After raising their 3 children in New York, John and his wife Christy returned to Salt Lake City six years ago, where they enjoy all things outdoor. Please download the Meeting slides below |
February 9, 2023 2:00 pm - 3:30 pm |
FPA NexGen February 2023 Zoom Event
“Integrating Tax and Financial Planning: Help your clients prepare for the up coming tax season”
In this session, we will discuss the latest tax changes related to Secure Act 2.0 and how they may impact clients. We will look at planning considerations and hypotheticals related to both the current and enacted law, and look ahead to tax provisions scheduled to expire in the next 24 months. About the Speaker: Her specialties include Financial Planning, Tax Planning and Compliance, Project Management, Business Strategy, Financial Modeling and Analysis, Employee Training and Development and Public Policy Analysis and Advocacy. Meredith Johnson holds an active CPA license in California. |
Mar 2023
Date/Time | Event |
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March 1, 2023 7:30 am - 9:00 am |
March 1 Meeting
Meeting details coming soon! |
Apr 2023
Date/Time | Event |
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April 5, 2023 7:30 am - 9:00 am |
April 5 Meeting
Meeting details coming soon! |
May 2023
Date/Time | Event |
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May 10, 2023 7:30 am - 9:00 am |
May 10 Meeting
Meeting details coming soon! |
Aug 2023
Date/Time | Event |
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August 2, 2023 7:30 am - 9:00 am |
August 2 Meeting
Meeting details coming soon! |
Sep 2023
Date/Time | Event |
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September 6, 2023 7:30 am - 9:00 am |
September 6 Meeting
Meeting details coming soon! |
Oct 2023
Date/Time | Event |
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October 4, 2023 7:30 am - 9:00 am |
October 4 Meeting
Meeting details coming soon! |
Nov 2023
Date/Time | Event |
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November 1, 2023 11:00 am - 1:00 pm |
November 1 LUNCH Meeting
Meeting details coming soon! |
Dec 2023
Date/Time | Event |
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December 6, 2023 7:30 am - 9:00 am |
December 6 Meeting
Meeting details coming soon! |