Utah Division of Securities Update--Estate Planning Issues to Know
Colleagues,
Please join us on November 7th for the next event of the Utah Valley Estate Planning Council. We will be fortunate to hear from Keith Woodwell, Director for the Utah Division of Securities. Mr. Woodwell will speak on current trends, new legislation, staying out of trouble, common scams, and how securities scams arise and can be combatted in the estate planning context.
Mr. Woodwell is a licensed attorney and spent six years in counter-terrorism for the National Clandestine Service of the Central Intelligence Agency. He returned to Utah in 2008, at which time he took his current position.
Lunch and networking will begin at 11:30, and the presentation will begin at 12:00.
Please RSVP through our website (www.uvepc.org) and join us!
Speaker bio:
Keith Woodwell is the Director of the Utah Division of Securities, the state agency responsible for licensing and regulating broker-dealers, investment advisers, and their agents and representatives in the state. Keith graduated magna cum laude from