Free Financial Topics in Phoenix
It’s as easy as 1, 2, 3: Browse for a topic, Click the orange request button, Fill out the contact form.
Now the speaker will contact you in the next few days to coordinate details.
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Women & Money: Six Steps to Financial Security
Katrina C. Lessard, CFP®, AEP®, Founder & CEO , Lessard Wealth Management
Request This Free SpeechToday, 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 planYou'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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Wealth Beyond Taxes – Learn what the banks and wealthy doing to create future wealth
Monica Felton, MBA, CFP, President, The Elliott Group
Request This Free SpeechLearn 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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VA Benefits for Seniors
Marsha Goodman, Attorney, Specific Law Firm
Request This Free SpeechA 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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Using Home Equity for a Better (and Smarter) Retirement – Reverse Mortgages
Bill Cave, Retirement Mortgage Professional, Movement Mortgage
Request This Free SpeechThis 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. -
Understanding the Fundamentals of Investing – A Primer for Young People
Jeff Young, Senior Wealth Manager, Kierland Financial Group
Request This Free SpeechOf 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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The Trump Tax Code and your IRAS
Vincent Esparza, Managing Director, Esparza Group
Request This Free SpeechHow 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! -
The True Cost of College and How to Make College More Affordable
Monica Felton, MBA, CFP, President, The Elliott Group
Request This Free SpeechIt’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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The Run for the Roses: What Needs to be Done Before You Retire
Jeff Young, Senior Wealth Manager, Kierland Financial Group
Request This Free SpeechYou’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 -
The Future of Health Insurance & Medicare
Justin Bro, President, Retirement Insurance Specialists
Request This Free Speech10,000 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. -
Slaying the Debt Dragon – Financial Planning for the New Graduate
Jeff Young, Senior Wealth Manager, Kierland Financial Group
Request This Free SpeechYou'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.