CUI Wealth Management

Are you coming to the Social Security Webinar on April 9th at 12 PM MST?! 🥳

We have already seen RSVPs coming in, but there’s still time to sign up!

As a reminder, below are the event details.

Date: April 9, 2026
Time: 12-1 PM MST
Location: https://us06web.zoom.us/webinar/register/WN_yZ1DYRZHRSCG64ea9dIFoQ #/registration

Looking forward to seeing you all there! 🥳

Now that 2026 is well underway, we wanted to share a reminder about 401(k) benchmarking with employers.

In measuring your plan against peers in your industry, benchmarking offers helpful context as you consider your options for next year. And while it might seem early to be thinking about your 2027 plans, starting the process now can help ensure there is ample runway to act on improvements.

If you’re interested in starting the process or have questions, give us a call. We’re here to help make sure your plan is working hard for both you and your team.

Happy International Client’s Day! Today, we would like to thank each and every one of our clients for the opportunity to support your goals. It is an honor to serve you, and we do not take your trust for granted.

If there is anything we can do for you, give us a call. We are here for you, today and every day.

Are you coming to "Plan Sponsor Attitudes: What Sponsors Want Now Webinar" on February 19th at 12PM MST?! 🥳

We have already seen RSVPs coming in, but there’s still time to sign up!

As a reminder, below are the event details.

Date: February 19th, 2026
Time: 12:00 PM MST
Location: Zoom
RSVP here: https://us06web.zoom.us/webinar/register/4017670259638/WN_QNgh3h6HR1qNor3giqdr0w #/registration

Looking forward to seeing you all there! 🥳