Event Calendar


Women & Wealth Seminars


Wealth… The Next Generation: How to Talk About Money as a Family
October 24, 2017
Luncheon- Save the Date!

Today’s women have very different financial situations than women in the past. It is crucial for women – single or married – to be actively involved in decisions that affect their financial security and that of their children. Through this series, you will learn how to effectively manage your wealth that will help empower you to take control of your financial destiny.

For details, contact Lori Shumway at Lori.Shumway@stokerostler.com.


Economic Outlook Seminars


Presenter: Jack Ablin
Date: June 27, 2017
Location: Salt Lake City

Contact Sherry Smith for more details at SherryLynn.Smith@stokerostler.com.

Stoker Ostler is committed to improving your financial confidence through seminars and education that will help you to make informed decisions about your financial future.

Stoker Ostler is a trade name used by Stoker Ostler Wealth Advisors, Inc., a SEC registered investment adviser. BMO and BMO Financial Group are trade names used by Bank of Montreal.
Investments are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

Copyright 2007–2017 Stoker Ostler Wealth Advisors, Inc.