2025 Fall Institute
Date: Thursday, November 6, 2025
Time: 8:00am - 4:00pm
Location: Hidden Valley Country Club-11820 S. Highland Drive, Sandy, Utah 84092
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8:30 am to 9:00 am |
Registration, Continental Breakfast and Welcome |
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9:00 am to 10:30 am |
Keynote Speaker- Using Trusts as IRA Beneficiaries Presenter: Jeff Levine |
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10:30 am to 10:45 am |
Networking Break |
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10:45 am to 11:45 am |
Strategic Estate Planning with Cryptocurrencies & Digital Assets Presenters: Nik Fahrer and Joe Skarbek, Forvis Mazars |
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12:00 pm to 1:00 pm |
Lunch Speaker- Econ and Markets Update Presenter: Jason Ware, Albion Financial Group |
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1:15 pm to 2:45 pm |
Keynote Speaker- Tax Updates RE the BBB Presenter: Kelly Phillip Erb |
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2:45 pm to 3:00 pm |
Networking Break |
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3:00 pm to 4:00 pm |
Closing Speaker- Hack to the Future Presenter: James Carroll, Hacket Cyber |
