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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Overview of Benefits for Long Term Care
Marsha Goodman, Attorney, Specific Law Firm
Request This Free SpeechA 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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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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Join the Insurance Evolution
Paul Gebhard, Agent, American Family Insurance
Request This Free SpeechWe 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. -
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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Maximizing your Social Security Options
Vincent Esparza, Managing Director, Esparza Group
Request This Free Speech- How new laws changed Social Security filing strategies
- Strategies to maximize and integrate Social Security with your retirement -
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. -
8 Keys to Maximizing Your Retirement
Calvin Goetz, Founder & President, Strategy Financial Group
Request This Free SpeechFounder 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! -
Maximizing Social Security and Retirement Income Planning
Vincent Esparza, Managing Director, Esparza Group
Request This Free Speech- How new laws changed Social Security filing strategies
- Strategies to maximize and integrate Social Security with your retirement.
- Top financial strategies for your retirement
- 4 Phases of Money for the Retiree - Accumulation, Preservation, Distribution and Legacy -
How to Claim Social Security for Maximum Benefit and Litetime Income
Jeff Young, Senior Wealth Manager, Kierland Financial Group
Request This Free SpeechAround 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.