Events

Squire regularly holds classes, events, and training seminars for financial professionals, bookkeepers, and business owners. Our courses are open to all skill levels.

Events

Squire regularly holds classes, events, and training seminars for financial professionals, bookkeepers, and business owners. Our courses are open to all skill levels.

Wealth Management

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Tax Efficiency Solutions

Webinar You will receive a link via email after registration

All transactions have a tax implication to them. Understanding the details and goals of a transaction can help provide ways to consider how to manage the tax outcome. Join Squire and Squire Wealth Advisors in this free webinar discussing tax efficiency within investments, buying/selling a business, tax credits and incentives, […]

Retirement and Financial Tax Planning

Webinar You will receive a link via email after registration

Planning and saving for retirement takes dedicated plans and effort. It's important to consider the tax implications of building your nest egg, as well as of using that egg during those golden years. Join Squire tax experts, with Squire Wealth Advisors as they discuss the tax implications and basics of […]

2020 Market Review

Webinar You will receive a link via email after registration

Hindsight is 2020 – a Global Market Review This webinar has passed. You can watch the recording of the live webinar below:

Social Security – What Do I Need To Know?

Webinar You will receive a link via email after registration

Social Security is one of the most valuable and least understood benefits.  Come and learn more about how to maximize the amount of Social Security income you receive during retirement.  This seminar will provide you with needed information to help you understand the system, coordinate spousal and survivor benefits, minimize […]

Social Security – What Do I Need To Know?

Webinar You will receive a link via email after registration

Social Security is one of the most valuable and least understood benefits. Come and learn more about how to maximize the amount of Social Security income you receive during retirement. This seminar will provide you with needed information to help you understand the system, coordinate spousal and survivor benefits, minimize […]

Squire Tax Training Lunch & Learn

Squire & Company 1329 South 800 East, Orem, UT, United States

Join the Squire tax experts and wealth advisors for a discussion about: Tax law updates Planning strategies Individual tax update Business tax update Wealth management REGISTER HERE To attend virtually: REGISTER HERE

The Power of Planning: Maximizing Your Financial Legacy

Squire & Company 1329 South 800 East, Orem, UT, United States

Join Squire Wealth Advisors and Hundley & Harrison for an insightful session where we delve into the strategies and tools that can help you create a lasting financial impact for yourself and future generations. In this seminar, wealth management professionals and estate planning attorneys will guide you through the key […]

Squire Wealth Advisors Client Appreciation Event

Amber Room at Thanksgiving Point

You and a guest are invited to an evening with Squire, where there'll be delicious food, insightful learning with Scott Bosworth, and opportunities to build connections. Click here to RSVP