FALL 2025 CLIENT EDUCATION SERIES
Select the workshops you want to attend.
What Happens to My Assets When I’m Gone?
Thursday, September 11 4:30 AM MST
Have you ever wondered what really happens to your assets after you pass away? Do your parents have assets, and you're unsure what steps you'll need to take when the time comes? Whether you're planning for your own future or preparing to support loved ones, this seminar will guide you through the essential steps of estate planning and asset transition.
Marvin Ellis & Logan Herzog
Financial Advisors
NuVista Wealth
Master Your Taxes
Thursday, September 25 4:30 AM MST
Understand how federal and state taxes, capital gains, Medicare, and Social Security taxation impact you. Learn where Roth and traditional 401(k) contributions fit into your financial plan to optimize your savings and make informed decisions.
Marvin Ellis & Logan Herzog
Financial Advisors
NuVista Wealth
Life Insurance Essentials for Families
Thursday, October 09 4:30 AM MST
Protect what matters most. Join us to demystify life insurance options. Learn how life insurance works, when to choose different types, and why life insurance is crucial for your family’s financial security. We’ll also help you determine the right amount of coverage to ensure your loved ones are safeguarded.
Marvin Ellis & Logan Herzog
Financial Advisors
NuVista Wealth
Smart Money Moves: Budgeting, Saving, and Paying Off Debt
Thursday, October 23 4:30 AM MST
Confused about whether to save or pay off debt first? Wondering when to build an emergency fund or how to prioritize your financial goals? This webinar will break down the essentials of budgeting, saving, and debt management, giving you a clear roadmap to take control of your finances confidently.
Marvin Ellis & Logan Herzog
Financial Advisors
NuVista Wealth
Investing 101: Understanding How to Invest
Thursday, November 06 4:30 AM MST
Not sure where to start with investing? This webinar will walk you through the basics—how to choose funds, allocate your portfolio, and make the most of your 401(k) plan. Learn how to adjust your elections, understand your options, and take the first steps toward growing your wealth with confidence.
Marvin Ellis & Logan Herzog
Financial Advisors
NuVista Wealth
Demystify Medicare: Navigate Your Health Coverage with Confi
Thursday, August 07 4:30 AM MST
Confused by Medicare options? Join our workshop to learn the key differences between Medicare Supplement and Advantage Plans and understand how the enrollment process works.
Justin Wight
Medicare Specialist
Retirement Health Care Solutions
Maximize Your Social Security Benefits: Secure Your Retireme
Thursday, August 21 4:30 AM MST
Discover how your age, marital status, taxes, and income can significantly impact your Social Security strategy. Join our insightful workshop to learn tailored approaches that help you optimize benefits for you and your family, ensuring a well-structured retirement income plan.
Douglas A. Ewing, JD, CFP, RICP
Vice President
Nationwide