Free Financial Topics in Phoenix

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  • Women & Money: Six Steps to Financial Security

    Katrina C. Lessard, CFP®, President & Founder, 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®, President & Founder, 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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  • The Run for the Roses: What Needs to be Done Before You Retire

    Jeff Young, Senior Vice President, First Financial Equity Corporation

    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
    • Gifting
    • 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
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  • The Trump Tax Code and your IRAS

    Vincent Esparza, Managing Director, Esparza Group

    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!
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  • Qualified, Inc.

    Wes Waddle, Chief Executive Officer, Qualified, Inc.

    An Arizona nonprofit teaching financial literacy and business while in high schools. This organization helps high school students to become licensed real estate agents, mortgage bankers, insurance agents, etc., before they go to college.

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  • Overview of Benefits for Long Term Care

    Marsha Goodman, Attorney, Frazer, Ryan, Goldberg & Arnold, LLP

    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.

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  • How to Identify and Implement Social Security Filing Strategies that Maximize Your Retirement Income.

    Bill Millico, Investment Advisor Representative, 401(k) Advisors - Arizona

    Many Americans do not fully understand Social Security or the amount of Social Security benefit to which they may be entitled. To many individuals and couples, the Social Security rules and bureaucracy are intimidating. I can empower those same individuals to take full control and to maximize the Social Security monthly benefits they have worked hard to accumulate. MORE >

    I can also clarify many of the misunderstandings and myths that already exist about Social Security benefit claiming. I can provide thoughtful and expert advice regarding how soon to be retiring individual can maximize his or her retirement benefit.

    For example, when should the individual file? At 62 or 70? How are my benefits calculated? How long must I work before I am fully qualified? What am I entitled to as a survivor or divorced spouse? Will Social Security be there when I retire?

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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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  • Retirement Income – 5 Action Items to Chart Your Course

    Katrina C. Lessard, CFP®, President & Founder, Lessard Wealth Management

    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. MORE >

    Join us for an educational workshop where we’ll focus on strategies designed to help you:

    • Make the most of your retirement income streams
    • Tap into your retirement accumulations
    • Understand retirement plan distribution rules
    • Invest for stability, income, and growth potential
    • Utilize financial vehicles that could last a lifetime
    • Protect your income and assets from the unexpected
    • Prepare for a more comfortable and rewarding retirement lifestyle

    Optional 20-page workbook available on retirement income strategies. This full-color resource contains essential information, exercises, and questions that will help you assess your current situation and make sound financial decisions. Perhaps best of all, you will be eligible for the complimentary consultation offered to all workshop participants.

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

    Jeff Young, Senior Vice President, First Financial Equity Corporation

    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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