The Annual Retirement Symposium

Diversify Inc. is pleased to announce the return of our Annual Retirement Symposium.

If you are age 55 or older, retired, nearing Retirement or have loved ones who are approaching this phase of life, we strongly encourage you to attend this educational event.

Our event agenda this year includes an opening and welcome session to discuss our Diversify Story and will be preceded by multiple breakout sessions to cover a myriad of topics to help you plan for Retirement and adjust to such an important life changing and exciting event.

Presenting at the Symposium will be Dan Luke, CFP®, Co-Founder and CEO of Diversify Inc. and DFPG Investments, LLC.; Jenie Connors, CFP®, Financial Advisor at Diversify, Inc.; Chris Cook, Partner, Financial Advisor at Diversify, Inc.; Chris Hedquist, CFP®, CFA, Senior Portfolio Strategist, TownSquare Capital; Alex Lakatos, VP Structured Investment & Target Outcome ETF, First Trust, Inc.; Nate Williams, V.P. Annuity Distribution, Allegis Advisor Group; Kyle H Barrick, J.D., Owner of Law Office of Kyle H Barrick; Krista Baker, CFP®, CPA, MBA, Owner of Baker 3, Inc.; Steve Wilson, Director of Health Insurance for Diversify Insurance, Inc.; Francswai Grayson, Securities Analyst, JD/MBA State of Utah Securities Division.

This event is a no-obligation, complimentary educational opportunity to learn more about retirement.

Due to anticipated demand, we recommend that you RSVP today! Please be sure to register for each of our four breakout classes individually based on your personal preference.


Nov 02 2022


6:00 pm - 9:00 pm




Little America Hotel
500 Main St, Salt Lake City, UT 84101


Diversify, Inc.
(801) 467-5115
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