SUMMER 2026 CLIENT EDUCATION SERIES
Select the workshops you want to attend.
Demystify Medicare: Navigate Your Health Coverage with Confidence
Thursday, October 01 4:30 PM 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
Savings vs Debt: How to Pay off Debt and Save
Thursday, October 15 4:30 PM MST
Struggling to decide between saving and paying off debt? You’re not alone. In this workshop, we’ll show you how to balance both to gain momentum and start getting ahead. With the right strategy, you can break the cycle of living paycheck to paycheck—because your future depends on what you do today.
Marvin Ellis & Logan Herzog
Financial Advisors
NuVista Wealth
Master Your Taxes: How to Pay Less Tax
Thursday, November 05 4:30 PM MST
Taxes are inevitable, but overpaying isn’t. This workshop will help you understand how taxes affect your income, investments, Social Security, and Medicare so you can make more strategic decisions. You’ll also learn when to use Roth versus traditional accounts to potentially lower your lifetime tax bill and keep more money working for you.
Marvin Ellis & Logan Herzog
Financial Advisors
NuVista Wealth
Investing 101: Understanding How to Invest
Thursday, November 19 4:30 PM MST
Investing doesn’t have to be complicated. In this workshop, you’ll learn the basics of how to choose investments, allocate your portfolio, and maximize your 401(k). We’ll help you understand your options and show you how to start investing with confidence.
Marvin Ellis & Logan Herzog
Financial Advisors
NuVista Wealth
Maximize Your Social Security Benefits: Secure Your Retirement Future
Thursday, December 10 4:30 PM 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
Smart Money Moves: Budgeting, Saving, and Paying Off Debt
Thursday, October 23 4:30 PM 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 PM 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