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ConfidentVision Past Events

Please click here for current events and workshops.


 

 

2019 CPA Survival Kits

Annually, just before April 15, we thank our partnering CPAs with a "Survival Kit" full of goodies.  

Social Security Workshops

ConfidentVision advisors Barb Sullins and Mike Reese joined forces to launch monthly educational workshops that introduce retirees and pre-retirees to strategies that will enhance knowledge and prepare them for future planning.

Click here to view our upcoming events.

Finance and Fitness Workshop- Spring 2018

Barb teamed up with Mary Scully, the Exercise Coach, and hosted female clients and prospects at our ConfidentVision office for a fun and educational evening that married the topics “Finance and Fitness.”

7th Annual Qualified Plan Workshop- Fall 2017

Jan updated business partners during a luncheon at The Park City Club on new government rules and regulations, along with strategies for the use of certain Qualified Plans that act as “Tax Reduction Tools.”

Premium Finance Workshop- Spring 2017

Verite’s Michael Seltzer joined Jan Mohamed in an educational luncheon at the Park City Club for our partnering CPAs and Attorneys.