All Topics in Phoenix

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  • The Trump Tax Code and your IRAS

    Vincent Esparza, Managing Director, Esparza Group

    TOPIC CATEGORY: Financial

    How can the new tax code help? Tax brackets for single, and tax brackets for married filing jointly. Why convert from a traditional IRA to a Roth IRA? How Medicare affects your tax situation? Understanding the difference between investing during retirement and investing for retirement. Tips on what a balanced portfolio looks like. MORE >

    What alternatives for investing that you may have, i.e. Real estate, commodities, life insurance, fixed annuities, etc. Recap -IRA's often create tax problems during retirement, the new tax code offers a widow of opportunity, and many investors are unknowingly taking on more risk than they should!
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  • Right Before Your Eyes: Tapping Into Values to Uncover Simple Paths to Unprecedented Success

    Malcolm Smith, Author, Coach, The True You, LLC

    TOPIC CATEGORY: Business

    In the dynamic and often turbulent landscape of healthcare, professionals are continuously navigating a sea of complex regulations and rapid changes. Amid this whirlwind, it is easy to lose sight of the fundamental principles that guide one's journey to success and meaningful connection. This transformative keynote session, "Right Before Your Eyes: Tapping Into Values to Uncover Simple Paths to Unprecedented Success", beckons healthcare leaders and practitioners to recalibrate their compass by rediscovering the inherent wisdom contained within personal values. MORE >

    Drawing upon the power of a scientifically validated method and real-life examples, this session unfolds the critical role of personal values in shaping the path to success. It proposes a paradigm shift, urging individuals to leverage core values as a beacon to navigate the intricacies of personal and professional life. Often overlooked intrinsic values hold the secrets to fostering meaningful connections and achieving goals with a simplicity that defies conventional approaches.
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  • Online Password Security: Don’t Get Pwned (Owned)

    Andy Richardson, Vice President, Ginny Richardson Public Relations

    TOPIC CATEGORY: Miscellaneous

    Online password security is one of the more important forms of safety these days. Learn why this is important and how to protect yourself. If you’ve ever used the password: 1234, abcd, or if God forbid, you use the same password for many websites, this eye-opening presentation is a must for your group. Andy has a fun, upbeat style that will engage audiences of all ages, and everyone will learn something new. MORE >

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  • Exercise is Not Enough

    Ryan Booher, Community & Physician Relations, Vitality SarcoHealth

    TOPIC CATEGORY: Health & Fitness

    Most people know exercise is good, but exercise is not an activity... and not all activities are equal, when it comes to health benefits... and walking is not enough. Ryan will discuss the common misconceptions with exercise and aging, and unpack the science and research around which activates will actually help you maintain or get back the lifestyle you always wanted. The good news is you can Choose how You Age! MORE >

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  • Get Unstuck!

    Dr. Benjamin Benulis, Doctor of Chiropractic, Create Health PLLC

    TOPIC CATEGORY: Motivational

    Are you stuck in area of your life? Your heath and fitness? Your career? Your relationship? Often times, we can feel like there is no way out or around our current circumstances and we are STUCK. Dr. Ben shares how often times being stuck in life is actually about being stuck in a perspective around how things are, or how things must be. In this talk he shares practical nuts and bolts tips for getting UNSTUCK and moving on in life. MORE >

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  • Medicare 101 (What you don’t know might hurt you)

    Edward Givens, Insurance Agent, HealthMarkets

    TOPIC CATEGORY: Health & Fitness

    Medicare can be a confusing topic for seniors 65 & over and for their children. This topic will teach you the fundamentals of Medicare, what it covers, and what it does not cover. You will leave this session with a better understanding of the Medicare system and how to navigate it in a way that will best suit your needs. MORE >

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  • Women & Money: Six Steps to Financial Security

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

    TOPIC CATEGORY: Financial

    Today, more women than ever are responsible for their financial well-being, and the well-being of their families. But women often face unique financial challenges. That's why it's so important that no matter what life stage they're in, women know how to save, invest, and plan for their future. MORE >

    In this seminar on Women and Money, you'll learn:
    * The unique financial challenges women face, such as longer life expectancies and more career breaks for caregiving, and how they impact long-term financial security
    * Six steps women can take to help them achieve financial security, including taking control of their money, becoming more knowledgeable investors, advocating for themselves in the workplace, planning for retirement, protecting their income and assets, and creating an estate plan

    You'll 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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  • The True Cost of College and How to Make College More Affordable

    Monica Felton, MBA, CFP, President, The Elliott Group

    TOPIC CATEGORY: Financial

    It’s never too early to start thinking about college financial planning. As our kids go back to school, they are one step closer to this exciting and very expensive event! Whether you’re kids are a year away from college or 17, the time is now to understanding the true cost of college and how to make college more affordable. MORE >

    Monica Felton MBA, CFP is the college financial planning expert and has been coaching families for 15 years on how to save and pay for college and not sacrifice their retirement.

    She helps parents understand the expense of college. Today a four-year, in state, public University expense is $135,000. The total cost to a parent can be upwards of $500,000. Helping parents understand that college is really a retirement problem is paramount to financial success.

    By using an alternative strategy,the Wealth Builder Strategy, to save and pay this enormous expense, families will have significantly more wealth and benefits in their retirement. You can pay for college while contributing to your financial future.

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  • The Legend of Tessie Agana: Beloved Child Star of the Philippines

    Mylene Richardson, Author, The Legend of Tessie Agana: Beloved Child Star of the Philippines

    TOPIC CATEGORY: Educational

    Mylene connects with her mom, Tessie Agana, a famous child actress from the Philippines, who today lives in Cave Creek with dementia. Mylene listens to her mother’s stories of yesteryear, and their candid discussions break barriers between mother and daughter. MORE >

    Tessie Agana was affectionately deemed “The Nation’s Little Sweetheart” and known as the “Shirley Temple of the Philippines.” With unsparing truth, Mylene offers the first intimate portrait of her mother, whose early fame and exposure to the public eye led to dark shadows that impacted her entire life.
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  • The Subtle Art of Effective Listening

    Jeff Young, Senior Wealth Manager, Kierland Financial Group

    TOPIC CATEGORY: Self Improvement

    Of all the communication skills, that of listening is the most misunderstood, the least employed and yet the most important of effective interaction between human beings. Whether you are in sales or management, your ability to be a good listener is crucial to your success in your professional endeavors. MORE >

    As a successful investor for his clients, Jeff has spent a career understanding what it is people want and need from their lifetime of efforts. And to do that, he had to become an effective and efficient listener. In this session, Jeff will share with you how to set the stage, how to be an "active" listener and what listening techniques can propel you to the next level of your personal success ladder.
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