Learn How to Preserve Your Legacy and Hard Earned Assets for a Lasting Impact!

Date: Wednesday, May 8th

Time: 7:00 PM MDT

Discover from Scott B. Wharton some of the biggest considerations to retirement plans in a time of crisis like we are experiencing today...

✔️ Fundamental aspects of estate planning: Gain a deeper understanding

✔️ Take a comprehensive approach to estate planning: Addressing legal, tax, and investment considerations

✔️ Assess your wealth with tangible and intangible assets 

✔️ Establish directives effectively: A crucial aspect of estate planning

✔️ Ensure inclusive beneficiaries and employ vital strategies for holistic estate plans

✔️ Identify potential conflict areas in your personal legacy planning

✔️ Secure your health care wishes: Acknowledge the importance of adequate health care forms in estate planning

... and more!

President & Financial Advisor

Knowledgeable and Experienced Advisor, Customized Retirement Planning

Scott is the second of five boys and grew up in Utah County. He graduated with his bachelor’s degree in business management from Utah Valley University. Since 2000, Scott has worked in the health insurance and financial services world with the goal of providing independent and innovated financial strategies for retirees and pre-retirees, as well as providing excellent customer service.

Scott is insurance licensed and holds his Series 65 securities license, which allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients. Scott has a passion for helping people obtain their retirement goals and provides the most effective retirement options and highest quality of care to each individual client.

Scott and his wife Angie have three great kids, Kylee, Brad and Gage. When not taking care of his clients, Scott loves to spend time with his family doing something outdoors. His hobbies include snowmobiling, mountain biking, camping, riding ATVs and boating.

KSVC 980 AM/100.5 FM

98.1 FM (NEPHI-JUAB COUNTY)

102.5 FM (BEAVER COUNTY)

98.5 FM (PIUTE/SEVIER COUNTIES)

93.3 FM AND 98.7 FM (SANPETE COUNTY)

One Evening Only!

Wednesday, May 8th at 7:00 PM MDT

Join us from the comfort of your couch.

View on your computer or phone!

It's complimentary

Our goal is to SAVE you money. All of our online presentations are hosted and available to you free of charge.

Help stay current

You're busy. Learn WITHOUT searching for hours online or spending time and money traveling to in-person conferences.

Convenience is key

Tune in from ANYWHERE. Watch and listen to our live presentation without being on camera, and with private Q&A afterward.

Gain a second opinion

Reaffirm your CONFIDENCE. Continued education is up to you for the best plan and peace of mind in your retirement.

During this class, also discover:

Stay informed about changes in tax laws and regulations that may affect your estate plan.

Find the silver lining of opportunities for your life savings.

How the SECURE Act 2.0 updates will impact your retirement accounts.

If your advisor is not keeping up with the times you are going to be lost.

Retirement changes for 2024: Learn the new rules for your wills and trusts.

Change seems like a daily occurrence.

These are just a few essential points covered in this EXCLUSIVE ONLINE presentation!

During these times it's important not to be frozen by fear or complacency.
Don't fall into the trap of thinking that congress, the fed or even financial advisors 

are going to fix retirement.

© 2024

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through Retirement Solutions Investments, Inc., a Registered Investment Adviser in the state of Utah. Insurance products and services are offered through Retirement Solutions, Inc. Retirement Solutions Investments, Inc. and Retirement Solutions, Inc. are affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.