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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  • 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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  • 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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  • 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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  • Financial Wellness: A Holistic Approach to Insuring Financial Well Being

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

    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 >

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  • Join the Insurance Evolution

    Paul Gebhard, Agent, American Family Insurance

    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. MORE >

    Other questions Paul will discuss: How much protection is enough? When do I need an Umbrella? How does my insurance compliment my investment plans & tax strategies. After our forum you will have the tools you need to protect the time you’ve invested.
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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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  • 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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  • 8 Keys to Maximizing Your Retirement

    Calvin Goetz, Partner & Co-Founder, Strategy Financial Group

    Partner & Co-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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  • 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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