Employee ownership can be a powerful option for construction company owners who want a thoughtful transition plan, a fair market buyer, and a way to reward and retain the people who helped build the business. This Lunch & Learn introduces Employee Stock Ownership Plans (ESOPs) in plain language, with a construction-focused lens. We’ll cover how…
You’re invited to join us for an upcoming in-person lunch & learn seminar designed for business owners and leaders who want to better understand what drives business value. Date: April 28, 2026 Time: 11:00 AM – 1:00 PM Location: Silicon Slopes: 2600 West Executive Parkway, Suite 140 Lehi, UT 84043 Lunch Provided During this session, our valuation…
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…
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…
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…
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,…
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…
