All Topics in Phoenix

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  • The Subtle Art of Effective Listening

    Jeff Young, Senior Vice President, First Financial Equity Corporation

    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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  • 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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  • Unmasking Candidates During the Interview Process

    Ryan Englin, CEO, Core Matters

    TOPIC CATEGORY: Business

    Discover practical tips for designing an effective interview process that forces candidates to show up authentically. Learn how to screen applicants, and make the right decisions for your team. MORE >

    Have you hired “amazing” people only to find they’re not who you interviewed weeks ago? Do applicants often give all the right answers and then leave you scratching your head down the road? How do you get candidates to remove their masks and show their true colors before you hire them?

    In this workshop, we’ll talk about interviewing for success. You’ll consider your current process and assess its weak points. Are your questions too easy? Are your interviews too short? Are candidates too comfortable? We’ll answer these and more, and you’ll walk away with concrete tips for improving your system.

    You’ll also learn to screen candidates and recognize the good, the bad, and the ugly – all before the interviews even begin. Ultimately, you need to make the most informed decisions possible. And the only way to hire the right people is to peel back their layers.

    This topic can be delivered live or virtually using Zoom.

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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

    TOPIC CATEGORY: Financial

    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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  • Building a Sustainable Culture

    Latoya Beverly, CEO & Founder of Sustainability Marketing, Creators of Change Agency

    TOPIC CATEGORY: Business

    Over the last decade, many businesses have seen company culture as the “Holy Grail” for attracting and retaining the best employees. Yet, the idea of building a “great company culture” has become falsely tied to amenities—like ping pong tables, unlimited vacation and nap rooms—rather than the core elements of what culture really is, like values and beliefs. MORE >

    This talk is for corporate leaders who are ready to embrace an inspiring, inclusive and sustainable fulfilling workplace that brings out the best in employees. By reflecting on her discoveries as an past employee, an healthcare advocate, and an executive, keynote speaker Latoya Beverly will teach leaders how to incorporate a mindful workplace culture as a tangible tool that can (and should) be actively managed to achieve consistent and excellent results.
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  • How to Get Clear on What You Want

    Carmen Payne, Owner & Creator, Soar! Transformational Life Coaching

    TOPIC CATEGORY: Motivational

    Do you have a lot of contrast showing up in your life? What I mean by that is, do you have things in your life you do not want or like? That you would like to change but are unclear how? Are you focused on what it is you don’t like or don’t want, rather than what you do want or do like? You have a desire to have something different but need help getting clear on what it is? If so this is for you! MORE >

    For many of us, contrast shows up in our life and this is a good thing! This contrast helps us to know what it is we don't want. However, what you do about it is important. Do you stay stuck with what you don't want, don’t have, don’t like or do you do something about it? Do you get clarity on what it is that you do want and take the necessary actions to make what you want a reality?

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  • How to Get the Joy Back

    Dale Marcotte, Certified Relationship Coach

    TOPIC CATEGORY: Self Improvement

    Presents a foundation for reclaiming the dreams, the desires, the hopes and the comfort of relationship using two simple, easy to use techniques. Audience materials are included to encourage the involvement that creates change.

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  • The Run for the Roses: What Needs to be Done Before You Retire

    Jeff Young, Senior Vice President, First Financial Equity Corporation

    TOPIC CATEGORY: Financial

    You’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
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  • “Cracking The Code” for a Winning Corporate Culture

    Dennis Campbell, Speaker, Trainer, Consultant , GainingEdge N.A., dba DC Enterprises

    TOPIC CATEGORY: Business

    DC will share (7) pillars of unbeatable corporate culture, all linked together that will be a disruptive force against competitors, reducing employee turn over, and delivering optimal stewardship of company resources, all resulting in success levels never dreamed of before. The audience will be engaged (no podium or risers) as DC works the room sharing the pillars and real life stories that works can work for small cap to large cap publicly traded companies. MORE >

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  • Solo

    Dale Marcotte, Certified Relationship Coach

    TOPIC CATEGORY: Self Improvement

    Learn how to thrive single, find your stride in growth and learn to love on your way to love. We cancel the effects of our mistakes as soon as we understand them; leaving time and energy to live in love. That time and energy is closer than you know.

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