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September Meeting: The Role of Financial Planning in Educating Plan Participants

  • Friday, September 21, 2018
  • 12:00 PM - 1:30 PM
  • Kirton & McConkie, Key Bank Tower, 36 South State Street, 19th Floor, Salt Lake City, UT

Registration is closed

The Role of Financial Planning in Educating Plan Participants

Date: Friday, September 21
Kirton & McConkie

About Our Presenter

Shane Stewart

A native of Ogden, Utah, Shane graduated from Weber State University with a double major in economics and English. He has a Masters of Business degree from the Marriott School of Business at BYU where he graduated at the top of his class. He has earned the prestigious designations of Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). He is the past President and Chairman of the Utah Financial Planning Association. Shane is active in the
community, having been commended by the Utah State Legislature for community service. He serves on the Utah Motor Vehicle Safety Inspection Board, an appointment made by former Governor Mike Leavitt. Shane has been a guest of KIRO Radio in Seattle and National Public Radio
(NPR) for financial matters. He is a frequent guest of KSL Radio and Television lending financial expertise to news stories. He also contributes articles on personal finance for the Deseret News in print and online. Shane and his wife Vicki have four children. An avid sportsman, he likes to run,
play rugby, snowboard and surf.

Please feel free to reach out to WPBC with any questions.

Direct Questions To:

155 N 400 W
STE 400
Salt Lake City, UT 84103

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