Come Join Us For Our Free Retirement Workshop
Hosted at SLCC
Join us for an educational seminar designed to empower your retirement planning. *Free workshop at SLCC with limited seating. No products will be sold in this workshop.
Select either the 20th or the 28th when registering, and then join us from 6 to 9 PM at the SLCC Jordan Campus Student Center at 3491 W 9000 S in West Jordan, Utah.
Meet the Instructor
Sterling Jack, MBA, PHD
Dr. Sterling C. Jack is a Former Professor of Finance and Economics. He was born and raised in Utah, and has lived there most of his life, although he has traveled extensively throughout the world, particularly England and Israel. He has studied finance and economics with a focus on life-satisfaction and investment portfolio management for over 20 years. He has taught at many of the public Universities in the State and many other private institutions. He has also worked on wall street with years of experience in managing and fostering retirement and investment portfolios. He started in retirement education and training in 1999. Sterling and his wife Erin have six children, 2 girls and 4 boys. He enjoys coaching his kids, running, golfing and historical tours, but not necessarily in that order.
What you will learn in this 3-hour class:
This Course is educational only — there will be no product sales. It is designed and refined to provide attendees the essential expertise necessary to approach and navigate retirement. It has been built upon years of experience and education. Dr. Jack Includes solid academic footnotes as well as real life experience that is invaluable to one approaching retirement.
Participants will gain a deeper understanding of key retirement topics, including:
-
- endowment model investing for long-term portfolio growth
- tax-efficient strategies to preserve wealth
- the role of Roth conversions in managing future tax exposure.
The course also breaks down the complexities of Social Security and Medicare, helping attendees make informed decisions about benefits, timing, and healthcare coverage. Together, these elements provide a comprehensive framework for building a secure and sustainable retirement plan.
Upcoming Seminar Dates
Retirement Planning Essentials
Join us for an in-depth session on retirement planning strategies.
May 20, 2026, 6:00 PM - 9:00 PM
FREE
Retirement Planning Essentials
Join us for an in-depth session on retirement planning strategies.
May 28, 2026, 6:00 PM - 9:00 PM
FREE
What You'll Learn
Key Seminar Topics
Define Your Ideal Retirement
How to define what your ideal retirement really looks like and why most people retire earlier than planned
Calculate How Long your Money Needs to Last
Calcullatiing how loong your money must lastand what your true expenses will be
Tax Strategies & Roth IRa Conversion
Learn about tax strategies and roth IRA conversion opportunities most people miss.
Social Security & Medicare Timing
When to start and how to maxemize your social ssecurity and medicare benefits.
The Endowment Model
How the wealthiest institutionsinvest and how we adapt to create individual portfolios for families with $500k - $10M in assets.
Risk Management
Learn to anticipate uncertainties, protect your finances, and make informed decisions so your retirement stays on track despite life’s surprises.
Asset Protection
Use smart legal and financial strategies to help shield your wealth from risks, lawsuits, and unexpected losses.
Estate Planning
Ensure that your assets, wishes, and loved ones are protected, giving you control over your legacy.
Join Us For Our Free Workshop
Don't miss out on this opportunity to learn how to make your money last. Sign up now for our upcoming retirement seminar. Simply provide your contact details below and you will receive a confirmation and class materials.
FAQs
Is this a sales seminar?
No, this is NOT a sales presentation. Nothing will be sold. No pressure. Just clear, practical education from a former professor who has taught these exact topics for years. Bring your questions — Dr. Jack loves the interactive discussion.
Is anything being sold?
No, there are no products being sold at this workshop.
Who is this class for?
This course is for those who are nearing retirement or who are retired and would like to be able to maximize their retirement.
What will attendees learn?
This course is designed and refined to provide attendees the essential expertise necessary to approach and navigate retirement. It has been built upon years of experience and education. Dr. Jack includes solid academic footnotes as well as real life experience that is invaluable to one approaching retirement.
Attendees will learn:
- How to define what your ideal retirement really looks like (and why most people retire earlier than planned).
- Calculating exactly how long your money must last and what your true expenses will be.
- Tax strategies and Roth IRA conversion opportunities most people miss.
- Social Security and Medicare timing — when to start and how to maximize benefits.
- The Endowment Model: how the wealthiest institutions invest and how we adapt it to create individual portfolios for families with $500k–$10M in assets.
- Risk management, asset protection, and estate planning essentials.
How long is the class?
This course will last 3 hours.
Is parking available?
Yes, there will be parking available at the Salt Lake Community College Student Center located at 3491 W 9000 S, West Jordan, UT 84088
Is there any obligation?
No, there is no obligation to purchase anything for attending this free educational workshop. There will be no products sold, or any pressure to sign up for any financial serviices.
When and where is this event taking place?
Date: May 20, 2026 or May 28, 2026 (Choose one when you register)
Time: 6:00 pm – 9:00 pm (with a short break in the middle)
Location: Salt Lake Community College Student Center | 3491 W 9000 S, West Jordan, UT 84088
Cost: FREE (limited seating to keep it interactive)
To reserve your seat: Complete the short web form on this site. You will receive a confirmation and class materials.