with Kevin D. Rorie, CFP®, CDFA®

Tuesday, March 31, 7:30pm | Social Hour Begins at 6:30pm

The Lorraine Boccardo Theater

Our Voyager Lecture Series continues in 2026 with this season’s theme: Venturing Into the Unknown.

As the largest generational wealth shift in American history accelerates, trillions of dollars are set to change hands—reshaping families, communities, and the financial landscape in profound ways. In this timely presentation, Kevin Rorie will guide us as we explore The Great Wealth Transfer through practical insights to help you understand what’s coming and how to prepare. From shifting demographics to emerging opportunities and potential pitfalls, this presentation will equip you to confidently navigate uncertainty and make thoughtful decisions in a rapidly evolving financial era. Join us as we venture into the unknown and uncover what this historic transition means for you and the future.

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Kevin Rorie began his financial services career in 2014 as a personal banker at Wells Fargo before joining Voyager Wealth Advisors in 2017. He is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, committed to guiding clients through a structured financial planning process—the cornerstone of Voyager’s practice.

Coming from an Air Force family, Kevin was born in Okinawa, Japan, spent his formative years in Suffolk, England, and later relocated to Northern Utah. His diverse upbringing instilled in him an appreciation for different cultures and perspectives. He earned his degree in Interdisciplinary Studies (Biology and Psychology) from Utah Tech University, a background that enhances his ability to understand clients’ financial behaviors and long-term goals.

Kevin is deeply involved in his community, serving on the Board of the Kayenta Arts Foundation (KAF) and as a member of the American Association of University Women (AAUW). He is a strong advocate for equality, opportunity, and education within underrepresented groups. He and his wife, Marina, live in Ivins, Utah, where they enjoy the outdoors with their miniature pinscher, Joe. Outside of work, Kevin can often be found on the golf course, basketball court, or exploring Utah’s scenic landscapes.