Free Financial Topics in Phoenix

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  • All the benefits of holding physical Gold and Silver in today’s market

    Stephen Pugsley Sr., Founder, Pugsley and Sons

    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. MORE >

    In depth explanation of Gold and Silver's best kept secrets:

    Zero Counter Party Risk, Best Hedge Against Inflation, Instant Liquidity, Portfolio Stabilization, Future Market Supply and Demand - National and Global, Legacy Transfer, What Type of Gold and Silver to Hold and How to Acquire these precious metals.

    The presentations primary goal is to inform and answer all questions pertaining to Gold and Silver.

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  • Using Home Equity for a Better (and Smarter) Retirement – Reverse Mortgages

    Bill Cave, Retirement Mortgage Professional, Movement Mortgage

    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.
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  • The True Cost of College and How to Make College More Affordable

    Monica Felton, MBA, CFP, President, The Elliott Group

    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.

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  • VA Benefits for Seniors

    Marsha Goodman, Attorney, Specific Law Firm

    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.

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  • Wealth Beyond Taxes – Learn what the banks and wealthy doing to create future wealth

    Monica Felton, MBA, CFP, President, The Elliott Group

    Learn how professionals can use the tax code to their advantage to generate more wealth and future income. Learn ways to recapture and recycle your wealth without taking any more risk, without saving any more money, paying less in taxes, and leaving a legacy.

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  • Slaying the Debt Dragon – Financial Planning for the New Graduate

    Jeff Young, Senior Wealth Manager, Kierland Financial Group

    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.
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  • The Run for the Roses: What Needs to be Done Before You Retire

    Jeff Young, Senior Wealth Manager, Kierland Financial Group

    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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  • Understanding the Fundamentals of Investing – A Primer for Young People

    Jeff Young, Senior Wealth Manager, Kierland Financial Group

    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 area of life that for many, they will be left to fend for themselves. MORE >

    In this 60-90 minute session, Jeff will introduce you to the fundamentals of investing. While these fundamentals are certainly only a small part of the much greater topic of personal finance, it is imperative that potential young investors be familiar with the foundation upon which they will eventually build their wealth over their lifetimes.

    Topics covered will be: Speculating is not Investing; Four Things You Can Do With Money; Own or Loan?; the Damning of Debt; Pay Yourself First; Clarifying Risk; Ten Great Mistakes Young People Make in Investing; Patience and Discipline, the Investor's Allies; The Eggs in the Basket Thing and much more.

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  • 8 Keys to Maximizing Your Retirement

    Calvin Goetz, Founder & President, Strategy Financial Group

    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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  • Maximizing your Social Security Options

    Vincent Esparza, Managing Director, Esparza Group

    - How new laws changed Social Security filing strategies
    - Strategies to maximize and integrate Social Security with your retirement

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