It can be difficult to make financial decisions without access to information
We're committed to helping you make informed decisions about your financial future.
At Lee Miles, we hold seminar and webinar events for our clients and the greater community that feature information on specific topics, such as retirement income planning, Social Security optimization and investment strategy. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to make a reservation for one of the events listed below.
Our Calendar of Events For 2021
April 28: 2021 Financial Fitness Check-Up Webinar
May 24-28: Currency Risk Webinar
June: Life After Work Webinar
July: Hack Proof Your Smartphone Webinar
August: Key College Funding Discussion Webinar
September: 10 Financial Tips to Make Caregiving Easier Webinar
October: Managing Health Care Expenses in Retirement Webinar
November: Currency Risk Dinner Seminar
December: 5 Year-End Strategies for Charitable Giving Webinar
Learn more about our next event Here
WHO WE ARE / OUR FOCUS
MEET LEE MILES
Since 1988, Lee Miles has been working with friends and neighbors throughout the greater Ogden area to help meet their financial goals.
We believe in identifying all the critical facts necessary to make a sound financial decision – one that is in your best interest – BEFORE making the decision
Check out our list of upcoming seminars and classes. Click on the link below to get more information on a particular event.