Join the Nucleus Institute and the experts at Haynie for a discussion of financial fundamentals for early-stage companies. Date: March 23, 2026 Time: 11:00 AM – 1:00 PM Location: Silicon Slopes Lunch Provided The session will cover: Financial reporting Systems to support scaling Taxes, including recent changes to R&D credits This talk will be particularly…
Join us for our 2nd Annual Haynie Spring Shoot Out. Enjoy all-you-can-eat tacos and shooting. Date: May 15, 2026 Time: 10:00 AM – 12:00 PM Location: Lee Kay Shooting Center: 6000 W 2100 S, Salt Lake City, UT 84128 All-You-Can-Eat Tacos! We look forward to seeing you there! Register today! sponsored by:
Please join us for an in-person Lunch & Learn Retirement Seminar on April 21, 2026, 12:00 pm – 1:30 pm (PDT). You will leave this event with the knowledge you need to make informed decisions, minimize taxes, and maximize retirement savings. Our goal is to empower you with the knowledge to navigate difficult financial decisions…
Join us via Zoom for our 2026 Economic Overview: Practical Insights to Understand and Succeed in a Changing Environment. Robert will discuss the economic environment facing our nation in 2026. He will explain how to interpret ongoing changes in the labor market, inflation, interest rates, demographics, and financial markets. He will discuss how tariffs, federal…
Get ready for a great day on the course at our upcoming golf fundraiser benefiting The Haynie Foundation! Join us for an 18-hole, 4-person scramble filled with golf, networking, and fun. Your day includes breakfast and lunch, course games and activities, and prizes for winning teams. Sponsorship opportunities are still available. Sign up today to…
Join us via Zoom for a discussion on how families can help the next generation build a strong financial foundation using emerging planning strategies.Many parents and grandparents want to support their children and grandchildren's long-term financial security, but aren’t always sure which tools are most effective. In this session, Celina Ochoa, CFP®, Wealth Advisor at…
Join us via Zoom for a discussion on estate planning fundamentals and the key decisions families face when preparing to pass wealth from one generation to the next.Most estate plans are created with good intentions, but many do not keep pace with changes in family circumstances, asset ownership, and evolving tax laws. In this session,…
Join us via Zoom as we discuss how many families reach a point where they begin asking whether wealth should be transferred during life, at death, or through a combination of both. The answer often depends on family goals, tax considerations, and the nature of the assets involved.Join Celina Ochoa, CFP®, Wealth Advisor at Haynie…
Join us via Zoom for a discussion on estate planning fundamentals and the key decisions families face when preparing to pass wealth from one generation to the next.Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on real estate transfer strategies and the planning…
Join us via Zoom for a discussion on how, for many business owners, the greatest challenge is not building a successful business, but determining what happens when the next generation is asked to lead it.Join Celina Ochoa, CFP®, Wealth Advisor at Haynie Wealth, and Cassie Gonzalez, CPA, Tax Manager at Haynie, for a discussion on…
