A Personal Message From Your Host
At Choules Financial we are known for helping our clients live
without the weight of what ifs. We empower our clients to live
a life of “yes”.
We believe that you deserve to say “yes” in retirement to:
- All the same restaurants you have loved
- Taking that trip that’s been on your bucket list for the past 10 years
- Doing the things you love with the people you love
If you’d like to learn how to live a life of “yes” in retirement, we’d love
to have you join our dinner seminar at Ruth’s Chris Steak House or
at our lunch seminar at Tucanos Brazilian GrillYou and a guest are cordially invited to a special Complimentary Gourmet Meal immediately following our “Removing the Weight of What-Ifs” workshop, presented by Devin Choules.
Here's What We Will Cover:
- How to maintain your purchasing power in retirement, despite rising inflation.
- How our clients have kept their money safe from market declines.
- How to not outlive your income during retirement.
- How to obtain a work optional lifestyle.
- Places you should never put your IRA monies.
- Learn about the SECURE ACT 2.0, how it changes the tax game and tax changes coming in 2026.
- How a new Presidential administration will affect taxes in retirement, interest rates, and the stock market.
- How to leverage high interest rates for your benefit; especially if you own an annuity.
- Tools and strategies available to help develop a tax-efficient income strategy.
- New to Utah and looking for a local financial advisor? We are here to help.
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