Free Financial Topics in Phoenix
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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.
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.
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.
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.
How can the new tax code help? Tax brackets for single, and tax brackets for married filing jointly. Why convert from a traditional IRA to a Roth IRA? How Medicare affects your tax situation? Understanding the difference between investing during retirement and investing for retirement. Tips on what a balanced portfolio looks like. MORE >What alternatives for investing that you may have, i.e. Real estate, commodities, life insurance, fixed annuities, etc. Recap -IRA's often create tax problems during retirement, the new tax code offers a widow of opportunity, and many investors are unknowingly taking on more risk than they should!
It’s never too early to start thinking about college financial planning. As our kids go back to school, they are one step closer to this exciting and very expensive event! Whether you’re kids are a year away from college or 17, the time is now to understanding the true cost of college and how to make college more affordable. MORE >Monica Felton MBA, CFP is the college financial planning expert and has been coaching families for 15 years on how to save and pay for college and not sacrifice their retirement.
She helps parents understand the expense of college. Today a four-year, in state, public University expense is $135,000. The total cost to a parent can be upwards of $500,000. Helping parents understand that college is really a retirement problem is paramount to financial success.
By using an alternative strategy,the Wealth Builder Strategy, to save and pay this enormous expense, families will have significantly more wealth and benefits in their retirement. You can pay for college while contributing to your financial future.
This material developed by Napoleon Hill published his book in 1937 has been the cornerstone philosophy for hundreds of thousands of successful people all over the world. These teachings are the result of his interviews with hundreds of the must successful people of his time sponsored by Andrew Carnegie who at the time was the wealthiest person in the world and owner of US Steel. MORE >I have been trained to understand the 17 principles of success in detail and am prepared to deliver the information so that anyone can understand and utilize the ideas presented. I look forward to speaking to your group and guarantee that your group will not be disappointed!
Now more than ever, financial wellness matters. So now more than ever, it's time to address it – by giving a workforce and the general public the tools, understanding and motivation to take control of their financial lives. It causes a compound reaction: More productive people drive an organization's bottom line, as it does the society we live in and more financially confident people influence their families and communities. MORE >
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
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.