This free presentation is given by Calvin Goetz, a member of Free Speakers Phoenix.
Fill in the form below and you'll hear back within three business days.
Founder of Strategy Financial Group, Calvin Goetz, boils down the 8 key points to maximizing your retirement. Key Points include:
- Coordinate Social Security benefits to match your retirement timetable
- Maximize tax efficiencies to keep more of your money working for you
- Secure basic life expenses with guaranteed* income you can never outlive
- Invest to protect yourself in any economic condition
- Plan for the increases in health and medical costs likely to occur during your retirement
- Determine how to take money from your assets over time
- Protect and plan appropriately for family and legacy objectives
- Get financially organized and create a plan of action!
No charge, no honorarium, no mileage costs. This guest speaker is free for in-person presentations in Phoenix and virtual presentations nationwide.
Free Speakers Phoenix is a pro bono speakers bureau. Since 2017, our speakers have given free presentations to Rotary clubs, libraries, schools, and community groups across the Phoenix area. Learn more about how it works.
