Free Financial Topics in Phoenix

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  • Estate Planning Basics: Have You Created an Estate Plan For Your Family?

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

    An estate plan is a map of how you want your personal and financial affairs to be handled in the future. An effective estate plan can help ensure that your family's financial needs will be taken care of, and that your personal wishes will be carried out in the manner you intended. It's a critical part of your overall financial plan. MORE >

    In this seminar on Estate Planning Basics, you'll learn:
    * Why you need an estate plan
    * Strategies to plan for incapacity, including special health care directives
    * Wills, trusts, and life insurance
    * Key tax basics, including an overview of the federal gift tax, estate tax, and generation-skipping transfer tax

    You will also receive a free electronic workbook created just for this presentation. The workbook contains key information, worksheets, and questions to help you remember important points from the seminar.

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  • How to Claim Social Security for Maximum Benefit and Litetime Income

    Jeff Young, Senior Wealth Manager, Kierland Financial Group

    Around 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.
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  • The Future of Health Insurance & Medicare

    Justin Bro, President, Retirement Insurance Specialists

    10,000 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.
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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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  • Join the Insurance Evolution

    Paul Gebhard, Agent, American Family Insurance

    We 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.
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