Zions Bank has recently announced a new service called Zions Bank Retirement Resources, which provides customers with information on a variety of retirement considerations, such as wills, trusts, 401(k)s, IRAs and a host of other important topics.
Over the coming months, Zions Bank Retirement Resources along with Zions Direct and Zions Investment Services Group will be hosting a series of seminars on a variety of retirement subjects.
The next luncheon seminar will be held Friday, June 11, at noon at the Zions Bank Financial Center (180 N. University Ave., Rock Canyon Room, 8th Floor) in Provo, UT. Michael Anderson, Director of Exchange Services, and W. David Hemingway, Chairman of the Board of Zions Direct, will discuss “1031 Exchanges Today: Security and Tax Strategies,” and “What Zions Direct Can Do for You.” Please RSVP to Tabitha Perkins at 801-844-8063 or email tabitha.perkins@zionsbank.com.
Another luncheon will be held Wednesday, June 16, at noon at the Riverwood Conference Center (615 S. Riverwood Parkway) in Logan, UT. Please RSVP by Wednesday, June 9 online at www.zionsbank.com/seminar or call Britt Cragun at 801-626-2874.
Seating for both events is limited.
Brokerage services are offered through Zions Direct, which is a member of FINRA/SIPC and a non-bank subsidiary of Zions Bank. Wealth management services are offered through Contango Capital Advisors, Inc., which operates as Zions Investment Services Group in Utah and Idaho. Contango Capital Advisors is a registered investment adviser and a non-bank affiliate of Zions Bank and a non-bank subsidiary of Zions Bancorporation.
Investment products and services offered through Zions Direct and Contango Capital Advisors are NOT insured by the FDIC or any federal or state governmental agency, are NOT deposits or other obligations of, or guaranteed by, Zions Bancorporation or its affiliates, and MAY be subject to investment risks, including the possible loss of principal value or amount invested.
