Seminars

Educational Seminars

Retire with Confidence: Tax Strategies for a Secure Future

Join our expert-led seminars to learn about retirement planning, Social Security, Medicare, and more. You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions so that you can enjoy your golden years with peace of mind.

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Upcoming Events


Haynie Retirement Seminar


When

Wed, May 7th, 2025

6pm - 7:30pm (MDT)


Where

Haynie & Company Corporate Office

1785 West 2300 South

Salt Lake City, UT 84119

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Past Events

Dine & Learn Retirement Seminars

Salt Lake City, UT

1785 West 2300 South

Salt Lake City, UT 84119

Loveland, CO

200 East 7th Street, Suite 300,

Loveland, CO 80537

Littleton, CO 

1221 West Mineral Avenue Suite 202,

Littleton, CO 80120

Tempe, AZ

1230 West Washington Street, Suite 401,

Tempe, AZ 85288

Austin, TX 

8303 North Mopac Expressway, Suite A-120,

Austin, TX 78759

Brownsville, TX 

855 West Price Road, Suite 25,

Brownsville, TX 78520

Dallas, TX

12222 Merit Drive, Suite 1900,

Dallas, TX 75251

Common Questions our Experts will Address:

  • What age should I begin Social Security benefits?
  • How can I minimize taxes on my Social Security benefits?
  • What should I know before applying for Medicare benefits?
  • How can I tax-efficiently donate to Charity (including tithing)?
  • Do I need a Will and a Trust in my Estate Plan?
  • Have I saved enough to Retire? Can I Retire early?
  • How much should I contribute to my Retirement account?
  • What can I do to save on taxes during Retirement?
  • How should my money be Invested now and during retirement?
  • Should I be concerned about High Inflation and Market Volatility?

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