Senior Vice President, First Financial Equity Corporation
Free Financial Speaker in Phoenix
TOPIC CATEGORY: Self Improvement
Of all the communication skills, that of listening is the most misunderstood, the least employed and yet the most important of effective interaction between human beings. Whether you are in sales or management, your ability to be a good listener is crucial to your success in your professional endeavors. MORE >As a successful investor for his clients, Jeff has spent a career understanding what it is people want and need from their lifetime of efforts. And to do that, he had to become an effective and efficient listener. In this session, Jeff will share with you how to set the stage, how to be an "active" listener and what listening techniques can propel you to the next level of your personal success ladder.
TOPIC CATEGORY: Financial
You’ve won the game! Now What? The goal of wealth accumulation gradually gives way to that of efficient money management in retirement. It certainly isn’t the same skill set and has a different set of challenges and opportunities associated with it. Planning for that stage while you are in your peak earning years can help insure a retirement of dignity and independence if you plan now. MORE >Financial Planner and Investment Advisor Jeff Young speaks about that life phase in this presentation entitled “The Run for the Roses.” It is he will address such issues as:
• Creating a New Safety Net
• Planning a Social Security Strategy
• What are RMD’s (Required Minimum Distributions from Retirement Plans) and when do you take them?
• Educating the Survivors
• Maximizing your tax bracket
• End of Life Planning
• The One Property Asset that will give your Heirs Fits and how to avoid that
TOPIC CATEGORY: Financial
Around 45% of Americans take their Social Security benefits at the earliest possible time, usually around their 62nd birthday. For a great majority of these people, that is both a grievous and irreversible decision that has long-term deleterious effects. MORE >Jeff Young has spend a decade teaching people about the most efficient manner to take these distributions and for a couple, the difference in doing it right and doing it wrong can mean tens of thousands of dollars. Jeff explains how people can benefit from understanding the various strategies available to them and exactly how to employ them. This is an eye-opening session and one you will want to hear prior to making those significant decisions about Social Security.