Morning Mingle-Education Series

  • 06 Apr 2021
  • 8:00 AM - 9:00 AM
  • The Mill, SLCC, 3rd floor, 9690 South 300 West, Sandy, UT

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Did you get surprised with a tax bill you weren’t expecting when you filed your last tax return?  Learn about an easy way to ensure that you are saving enough money for your taxes throughout the year so you don’t get caught off guard when you file your tax return next year.


SPEAKER:             KELLY HOLTMAN

TITLE:                    “Economic Outlook & Retirement Plan Options”

BIO:                       Kelly Holtman is a Financial Advisor with Uinta Wealth Management and has over 15 years of experience it the financial services industry.


SPEAKER:             Ann Lobos, CPA

TITLE:                    How to NOT get stuck with an expected tax bill  

DESCRIPTION:   Did you get surprised with a tax bill you weren’t expecting when you filed your last tax return?  Learn about an easy way to ensure that you are saving enough money for your taxes throughout the year so you don’t get caught off guard when you file your tax return next year.

BIO:                       Ann Lobos is a CPA that has been helping small businesses save money on their taxes for over 20 years.



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