It can be difficult to make financial decisions without access to information.

We’re committed to helping you make informed decisions about your financial future.

Seminars

Our seminars are a GREAT low stress way to meet our team and determine if we are a good fit for you!  Please accept our dinner in exchange for the most valuable commodity you possess – your time.

Retiring in Trump's America

Topics to be covered:

  • How to avoid running out of income during retirement
  • How to avoid losing up to 70% of your IRA to federal and state taxes
  • The biggest mistake you can make when doing an IRA rollover at retirement
  • How you can legally eliminate taking Required Minimum Distributions (RMD) at 70 1/2
  • The importance of distribution planning to reduce your risk

Seats fill up fast so call us today at 801-990-5055. Or simply fill out the form and we’ll contact you!

Financial professionals are able to provide you with information but not guidance or advice related to Social Security benefits. B.O.S.S. Retirement Solutions is not affiliated with the US government or any governmental agency.

Upcoming Seminars

JULY

  • Tues. 10th and Thurs. 12th | 6:30 pm
    Red Lobster, 298 E Winchester St.,
    Murray, UT 84107
  • Tues. 10th and Thurs. 12th | 6:30 pm
    Timbermine, 1701 Park Blvd.,
    Ogden, UT 84401
  • Tues. 17th and Thurs. 19th | 6:30 pm
    Oakridge Country Club, 1492 Shepard Ln,
    Farmington, UT 84025
  • Wed. 25th and Thurs. 26th | 6:30 pm
    Tucano’s, 545 E University Pkwy.,
    Orem, UT 84097

 

AUGUST

  • Tues. 7th and Thurs. 9th | 6:30 pm
    Ruth's Chris, 275 S. West Temple,
    Salt Lake City, UT 84101
  • Tues. 14th and Thurs. 16th | 6:30 pm
    Corbin's Grille, 748 Heritage Park Blvd.,
    Layton, UT 84041
  • Tues. 21st and Thurs. 23rd | 6:30 pm
    La Jolla Groves,  4801 N. University Ave. #610,
    Provo, UT 84604
  • Tues. 28th and Thurs. 30th | 6:30 pm
    Ruby River,  4286 Riverdale Rd.,
    Ogden, UT 84405
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