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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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 -
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 -
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 -
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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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.