Free Financial Topics in Phoenix

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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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  • 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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  • Maximizing your Social Security Options

    Vincent Esparza, Managing Director, Esparza Group

    - How new laws changed Social Security filing strategies
    - Strategies to maximize and integrate Social Security with your retirement

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  • Maximizing Social Security and Retirement Income Planning

    Vincent Esparza, Managing Director, Esparza Group

    - 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

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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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  • 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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  • 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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  • All the benefits of holding physical Gold and Silver in today’s market

    Stephen Pugsley Sr., Founder, Pugsley and Sons

    Gold and Silver Bullion is the oldest appreciating asset known to mankind and yet very few know ALL of the benefits of holding and acquiring physical Gold and Silver. With this expert presentation, learn all of the benefits that "Smart Money" has known throughout history and why Gold and Silver are more relevant today then ever before. MORE >

    In depth explanation of Gold and Silver's best kept secrets:

    Zero Counter Party Risk, Best Hedge Against Inflation, Instant Liquidity, Portfolio Stabilization, Future Market Supply and Demand - National and Global, Legacy Transfer, What Type of Gold and Silver to Hold and How to Acquire these precious metals.

    The presentations primary goal is to inform and answer all questions pertaining to Gold and Silver.

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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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