Estate Planning Presenter for Retirement Planning Seminars

2026-11-03

Purpose of RFP : a ) Utah Retirement Systems administers the pension and retirement savings plans for Utah ’ s public - sector employees . One of the services URSoffers to members is financial and retirement planning seminars . b ) URS conducts about 20 of these seminars each year and one of the topics includes a typically one - hour estate planning presentation . c ) The winning candidate will have an exposure opportunity of you company and estate planning services to approximately 1 , 500 to 2 , 000 people . This opportunity includes mentioning your company and services at the end of your presentation and offering free consultations ( not required ) to meetwith members to discuss their estate planning needs . d ) The information provided in this RFP is intended to assist vendors in the preparation of their response . The RFP is designed to provide sufficientbasic information to submit proposals but is not intended to limit content or exclude relevant or essential data from a proposal . Vendors areencouraged to expand beyond the minimum requirements to evidence goods or service capability . See more

Utah

2026-04-08