Dale Shafer

Financial Advisor, Affinity Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial, Inc.

Free Financial Speaker in Phoenix

  • Sending Your Child to College

    TOPIC CATEGORY: Financial

    There are many reasons you want your child to attend college, but at the end of the day most of us decide to risk the expense because we want to help create a viable foundation for our child’s financial future. MORE >

    This seminar highlights some of the key financial considerations to think about related to sending your child to college. By the end of the presentation, you will have a good understanding of how much college costs these days and what financial vehicles are available to help you and/or your child pay for it.
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  • Understanding the Financial Basics

    TOPIC CATEGORY: Financial

    I want to encourage you to think a bit about your own situation — about how you want to live your life today, and in the future. For example, What are your most important financial goals? MORE >

    You likely have goals with many different timelines — some for today, some for the short term, some for the long term. Take a few minutes to think about what these are.

    Whatever your goals may be, understanding financial basics is the first step to achieving them.

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