Free Financial Topics in Phoenix

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  • Slaying the Debt Dragon – Financial Planning for the New Graduate

    Jeff Young, Senior Wealth Manager, Kierland Financial Group

    You've just graduated and are ready to enter your chosen field. But you also have student loans that have to be repaid. Debt can be an emotionally draining burden to carry, but it doesn't have to be. With a solid plan and a vigorous dedication to eliminating debt, there are steps one can take to accomplish the task of becoming debt free and to begin to create a solid financial foundation. MORE >

    Jeff contends that whether you are building wealth or becoming debt-free to do so, the key is creating a flexible and accountable plan to guide your through that journey. In this session, he will teach you how to take stock of your situation, eliminate barriers to success, write a plan of success, understand your options, employ others in your quest and the value of sacrifice and self-denial to earn your success.
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  • Women & Money: Six Steps to Financial Security

    Katrina C. Lessard, CFP®, AEP®, Founder & CEO , Lessard Wealth Management

    Today, more women than ever are responsible for their financial well-being, and the well-being of their families. But women often face unique financial challenges. That's why it's so important that no matter what life stage they're in, women know how to save, invest, and plan for their future. MORE >

    In this seminar on Women and Money, you'll learn:
    * The unique financial challenges women face, such as longer life expectancies and more career breaks for caregiving, and how they impact long-term financial security
    * Six steps women can take to help them achieve financial security, including taking control of their money, becoming more knowledgeable investors, advocating for themselves in the workplace, planning for retirement, protecting their income and assets, and creating an estate plan

    You'll also receive a free electronic workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

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  • Estate Planning Basics: Have You Created an Estate Plan For Your Family?

    Katrina C. Lessard, CFP®, AEP®, Founder & CEO , Lessard Wealth Management

    An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan. MORE >

    In this seminar on Estate Planning Basics, you'll learn:
    * Why you need an estate plan
    * Strategies to plan for incapacity, including special health care directives
    * Wills, trusts, and life insurance
    * Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax

    You will also receive a free electronic workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

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  • Using Home Equity for a Better (and Smarter) Retirement – Reverse Mortgages

    Bill Cave, Reverse Mortgage Advisor, Mutual of Omaha - Reverse Mortgage

    This is an A-to-Z informational class covering the Home Equity Conversion Mortgage (FHA - HECM) in an educational, straight-forward manner. Bill covers recent changes in the program that helped make the reverse mortgage loan program a smart and safe option for retiree's and seniors. This seminar also provides a road map on how to navigate the process and make good decisions based on individual goals such as: increasing cashflow, preserving net worth and assets, advanced tax planning and long-term care strategies, as it relates to home equity. MORE >

    This is NOT a pressure sales or marketing seminar.
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  • All the benefits of holding physical Gold and Silver in today’s market

    Stephen Pugsley Sr., Founder, Pugsley and Sons

    Gold and Silver Bullion is the oldest appreciating asset known to mankind and yet very few know ALL of the benefits of holding and acquiring physical Gold and Silver. With this expert presentation, learn all of the benefits that "Smart Money" has known throughout history and why Gold and Silver are more relevant today then ever before. MORE >

    In depth explanation of Gold and Silver's best kept secrets:

    Zero Counter Party Risk, Best Hedge Against Inflation, Instant Liquidity, Portfolio Stabilization, Future Market Supply and Demand - National and Global, Legacy Transfer, What Type of Gold and Silver to Hold and How to Acquire these precious metals.

    The presentations primary goal is to inform and answer all questions pertaining to Gold and Silver.

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  • How to Claim Social Security for Maximum Benefit and Litetime Income

    Jeff Young, Senior Wealth Manager, Kierland Financial Group

    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.
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  • Why Many Business Owners are Wealthy on Paper but not Financially Independent

    Anthony Perez, Founder, Harvest Wealth Strategies

    Many business owners spend decades reinvesting everything back into their company, only to discover later that most of their personal wealth is tied up in the business itself. At the same time, rising costs, hiring challenges, and economic uncertainty are placing more pressure on owners to remain deeply involved in day-to-day operations. MORE >

    This presentation explores the unique financial planning challenges that business owners face compared to traditional employees or executives. Anthony Perez explains why traditional retirement planning strategies often fall short for entrepreneurs and how business owners can build a financial plan that does not depend entirely on selling their company at the perfect time.

    Topics include:

    - The biggest financial planning mistakes business owners make
    - How to turn business success into personal financial security
    - Strategies for creating optionality before a transition
    - Aligning personal wealth planning with the eventual sale or succession of the business

    The session helps business owners shift their thinking from “running a business” to building a business that can ultimately support their life after ownership.

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  • 8 Keys to Maximizing Your Retirement

    Calvin Goetz, Founder & President, Strategy Financial Group

    Founder of Strategy Financial Group, Calvin Goetz, boils down the 8 key points to maximizing your retirement. Key Points include: MORE >

    - 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!
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  • The Future of Health Insurance & Medicare

    Justin Bro, President, Retirement Insurance Specialists

    10,000 people each day will be enrolling in Medicare over the next 15 years. It is a trend known as the "Silver Tsunami" and it will have a significant impact on US economy and the health insurance industry. This educational presentation gives an overview of the current health insurance and Medicare marketplace and offers insights into some of the potential changes that may be coming. MORE >

    This is a great presentation for any groups with members at or near retirement age as it will give them the information they need to protect themselves against one of the largest and most unpredictable expense they may encounter in retirement.
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  • VA Benefits for Seniors

    Marsha Goodman, Attorney, Specific Law Firm

    A description of VA Benefits available to help seniors pay for the cost of care, including the benefits available to Viet Nam Veterans and their surviving spouses.

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