Free

How to Escape the Retirement Tax Trap

Event Information

Share this event

Date and Time

Location

Location

Salt Lake Community College

4600 South Redwood Road

Academic and Administration Building, Room 135

Salt Lake City, UT 84123

View Map

Event description

Description

You’re invited!


Join Salt Lake Community College Foundation’s Planned Giving Advisory Council for the Benefits of Early Retirement Planning for Young People seminar.


Explore some of the common taxable and tax-free retirement planning and income strategies, as well as how to maximize your legacy while minimizing taxes.

Presented by CurtisMarsh
President and CEO
Capital Growth Management, LLC

Tuesday, March 19, 2019
3 – 4:30 p.m.
Academic and Administration Building, Room 135
Salt Lake Community College
Taylorsville Redwood Campus
4600 S. Redwood Road
Salt Lake City, Utah 84124

Friends and family welcome. Light refreshments will be served.

Parking is complimentary for seminar guests from 2:30 – 5 p.m. Please park in the visitor parking lot and enter code PGACFY1906 using the yellow kiosk.

Register Now!

Please contact Kendra Angell at Kendra.Angell@slcc.edu or 801-957-3780 for more information.

Click here to view and register for additional Planned Giving Advisory Council seminars.

The PGAC Seminar Series is a no-obligation service provided by the SLCC Foundation. The material is intended to provide general education and is not written or intended as tax or legal advice.

Presented by Curtis Marsh

President/CEO
Capital Growth Management CGM, L.L.C.

Curtis Marsh is the Founder, President and CEO of Capital Growth Management, CGM, LLC, where he offers 30 years of expertise in investments, trusts and consulting services. Curtis began his career as Rookie of the Year with Shearson-Lehman Brothers, one of Wall Street’s leading firms, and has found continued success working in investment management, estate planning and insurance. He's conducted more than 1,000 corporate seminars for major corporations, and is responsible for successfully building the Janus Advisor Funds and distribution worldwide. Curtis also knows the value of giving back and has passionately given time and energy to several nonprofit organizations including the Muscular Dystrophy Association, Anasazi Foundation, Make-A-Wish Foundation, and currently serves on the Planned Giving Advisory Council for Salt Lake Community College. Curtis is the father of two lovely daughters and can often be found riding his Harley.

Share with friends

Date and Time

Location

Salt Lake Community College

4600 South Redwood Road

Academic and Administration Building, Room 135

Salt Lake City, UT 84123

View Map

Save This Event

Event Saved