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 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 -
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 -
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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Retirement Income – 5 Action Items to Chart Your Course
Katrina C. Lessard, CFP®, AEP®, Founder & CEO , Lessard Wealth Management
Request This Free SpeechYou’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream, and these decisions could have lasting repercussions. MORE >
Join us for an educational workshop where we’ll focus on strategies designed to help you:• Make the most of your retirement income streams
• Tap into your retirement accumulations
• Understand retirement plan distribution rules
• Invest for stability, income, and growth potential
• Utilize financial vehicles that could last a lifetime
• Protect your income and assets from the unexpected
• Prepare for a more comfortable and rewarding retirement lifestyleOptional 20-page workbook available on retirement income strategies. This full-color resource contains essential information, exercises, and questions that will help you assess your current situation and make sound financial decisions. Perhaps best of all, you will be eligible for the complimentary consultation offered to all workshop participants.
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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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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.