Free Speakers Phoenix is a pro bono speakers bureau. These Financial presentations are given free by local guest speakers to Rotary clubs, libraries, retirement and senior living communities, schools and businesses across the Valley. There are no fees, no honorarium and no mileage costs.
Social Security is one of the most important retirement income decisions most families will ever make — yet many people claim benefits without fully understanding how timing, work income, spousal benefits, survivor benefits, and Medicare coordination may affect their long-term financial picture. This educational presentation helps individuals and couples understand the key Social Security claiming rules before making a decision
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. This presentation explores the unique financial planning challenges
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
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. In this seminar on Women and Money, you'll learn: * The unique
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
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
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. In depth explanation
We will discuss the importance of an evolving asset portfolio protection plan. As laws change it’s important to make sure your protection is keeping up with your needs. Learn how to understand the relationship with your insurance company, and whether or not they are keeping up with your needs. Other questions Paul will discuss: How much protection is enough? When
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.
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
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
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
You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream, and these decisions could have lasting repercussions. Join us for an educational workshop where we’ll focus on strategies designed to help you: • Make the most of
Of all the subjects to which one is exposed in the formative years of institutionalized education, perhaps none are more significant and yet more ignored than that of personal finance. While virtually every student will one day be responsible to some degree with the efficient handling of money for a family or most certainly, him or herself, it is one
A discussion of Medicare and what it does....and does not....cover. Medicaid Long Term Care benefits - you may not need to impoverish yourself. VA Aid and Attendance Benefits for veterans and surviving spouses.
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. Jeff Young has spend a decade teaching people about the most efficient manner to take these distributions and for a couple,
