Free Financial Topics in Phoenix
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Whether a 1st time homebuyer or seasoned homeowner, Real Estate Lending has changed and offers a few new challenges to get to the finish line with as little stress as possible. This lecture can help alleviate the fears and make the home buying process smoother.
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.
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!
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.
People make all types of mistakes with their money, but rarely is anything more painful than those that involve a lifetime savings or "nest egg". This informative and educational seminar is designed to help people understand one of the greatest financial risks to that nest egg: long term care. In an entertaining way, long term care is explained (what it is, where it takes place -hint - it's usually NOT a nursing home, who provides it, how much it costs -hint: can be over $100K/yr.) along with options on how to prevent the financial devastation that often accompanies this.
No one ever wants to think they might need help with everyday activities like bathing or dressing, or think they may start to lose their memory. The reality is that almost 70% of Americans, because of our longevity, will at some point need help. Families often struggle with juggling work, family and caregiving, creating not only anxiety but often their own financial loss. There are great solutions to help families prevent this. These options include traditional insurance, "hybrid" long term care plan options, and many with options that if it's not used, the money is returned.
This presentation is appropriate for adults at any age, because long term care will touch all of our lives at some point.
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.
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.
Not all down payment assistance programs are created equally. Understand the options, pros and cons, and take advantage of FREE money available in our market today.
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 >
A description of Powers of Attorney and Advance Directives, including unique elements of those documents in Arizona. A discussion of what they accomplish and what they don't accomplish. What happens when someone doesn't have them - a brief overview of Guardianshp and Conservatorship in Arizona.