Free Financial Topics in Phoenix

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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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  • Retirement Income – 5 Action Items to Chart Your Course

    Katrina C. Lessard, CFP®, AEP®, Founder & CEO , Lessard Wealth Management

    You’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 lifestyle

    Optional 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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  • 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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  • Overview of Benefits for Long Term Care

    Marsha Goodman, Attorney, Specific Law Firm

    A 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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  • 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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