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.
-
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.
-
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.
-
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.
-
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. -
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. -
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. -
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