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Southern Utah Estate Planning Council

SOUTHERN UTAH ESTATE PLANNING COUNCIL
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Sponsors


Lori Baum Financial Advisor

Loriana De Crescenzo, CFRE, Director of Development - Southwest

Matthew D. Ekins, Attorney

Matthew Hafen & Lyle Drake, Attorneys

Russell S. Mitchell, Attorney

Other Sponsors


Jeff Monson, CFP®, ChFC, CLU Sr. Financial Advisor & Anthony Morris, MBA, Sr. Financial Advisor

Please contact us to list your company on our Sponsors page.

FEATURED EVENTS

November 7, 2024

Healthcare and Guardianship Options in Estate Planning

Katie Hoopes, Certified Guardian

See Event Details

December 3, 2024

** Note date change** Tuesday 12/3 at Utah Tech University, partner in our community

Dean Dr. Linda Yu, PhD, CFA

See Event Details
Affiliated with

National Association of Estate Planners & Councils
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