Musician: Rocky Lavoie
Main Talk: Managed Funds vs. Index Funds
Investing money is important for preparing for retirement and enjoying financial security and peace of mind. Come and learn more about how to plan for your financial future and the language of the financial world.
Speaker: Casey Kotter
Speaker Bio: Casey Kotter, CFP®, CRPC®, has helped his clients build, execute and enjoy their financial goals and priorities since entering the financial services industry in 2002.
Casey has earned the CERTIFIED FINANCIAL PLANNER™ practitioner certification, as well as the Chartered Retirement Planning Counselor designation. He and his colleagues offer an array of services, including investment advisory services, estate planning, retirement planning and business succession planning utilizing tax reduction strategies and insurance solutions.
In 2005, Casey received the Stellar Service Award from Lincoln Financial Advisors. He became a partner of Integrated Financial Group in 2012. He is a graduate of Portland State University, where he received his bachelor’s degree in Business Administration with an emphasis in finance and was an All-American wrestler.
Casey lives in Salt Lake City, Utah, with his wife, Lori, and their two sons, Owen and Mason, and niece and nephew Anthony and Skyler. In his free time, Casey enjoys water sports, golfing and camping with his family.
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Find Salt Lake Oasis
Sugar Space Art Warehouse
132 South 800 West
Salt Lake City, UT 84104