This session will introduce key retirement planning fundamentals designed to support informed decision-making over time. Participants will review a practical framework that can be applied at different career stages. This session emphasizes long-term preparation and thoughtful planning.
Event Details:
📅 Wednesday, March 18, 2026
⏰ 11:45 am – 1:00 pm
🔊 Benjamin Coles, Alliance Wealth Advisors
📍 BBSI Lehi: 3301 North Thanksgiving Way, Suite 450, Lehi, Utah 84043
👉 Please RSVP by using the form!
Presenter Bio:
Ben is a National Social Security Advisor certificate holder and licensed fiduciary. He received his Master of Business Administration from Purdue. He is passionate about education and believes that proper education empowers individuals to make optimal decisions.
Ben started his career in tech, working for some of the biggest names in Silicon Slopes and managing and pioneering new projects and teams. He saw how many of his co-workers made financial missteps because they did not understand all of the liabilities and consequences. He transitioned to working in personal finance, where he has been able to combine his love of educating with helping people.
Ben is the lead educator with MyRetire and a Partner at Alliance Wealth Advisors, where he is the Chief Development Officer.
Event Location:
BBSI Lehi: 3301 North Thanksgiving Way, Fourth Floor, Lehi UT 84043
