All Topics in Phoenix

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  • Presenting Your Professional Best

    Susan Fignar, President, Pur-sue Inc.

    TOPIC CATEGORY: Business

    In today’s rapidly changing business world, your professional presence, how you relate and connect to others, along with your workplace behavior and practices will contribute significantly to your credibility and overall success, and the bottom line of your organization. Whether you are attending a meeting, interacting with a new client, delivering a presentation, working across departments or attending a company-sponsored event, you need to be mindful of the messages you're communicating as an ambassador of your company. MORE >

    In this light, informative and interactive program, Susan will highlight the key elements of presenting your professional best.

    Program length: 60-75 minutes

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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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  • Maximizing Social Security and Retirement Income Planning

    Vincent Esparza, Managing Director, Esparza Group

    TOPIC CATEGORY: Financial

    - How new laws changed Social Security filing strategies
    - Strategies to reduce or eliminate taxes on your benefits
    - Common financial mistakes that affect your retirement
    - 4 Phases of Money - Accumulation, Preservation, Distribution and Legacy
    - What your advisor may not know about combining SS and Retirement Planning

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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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  • 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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  • Women & Money: Six Steps to Financial Security

    Katrina C. Lessard, CFP®, President & Founder, 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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  • “Cracking The Code” for a Winning Corporate Culture

    Dennis Campbell, Speaker, Trainer, GainingEdge N.A.

    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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  • 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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  • What is Happiness / Success?

    Mark Reinoso, Managing Partner / Owner, Desert State Fire, PM Contracting Team, Irvington House

    TOPIC CATEGORY: Motivational

    "I want to be rich" "I want to be famous" "I dont want to work" "I want good food" "I want to travel." "I want kids, or more kids". "I want someone to share my life with"...the list goes on and on. Those are all admirable goals, but that's not what makes us happy. Happiness is more than a great bottle of wine, a fat bank account, or an exotic place. MORE >

    We come from all walks of life, have vastly different figures in our bank accounts, we come from different countries...we couldn't be more different! But yet, almost all of us would consider ourselves happy. Even people in war torn countries consider themselves happy.

    Enjoyment is temporary, and so is discomfort. You can enjoy a great meal, or a ride on a scooter, a trip to a foreign land... Happiness isnt excitement, or enjoyment. Just because you really enjoyed that roller coaster of that glass of whiskey, doesn't mean you are happy. And Just because you aren't enjoying yourself in that particular moment, doesn't mean you are unhappy.Just because you dont enjoy your visit to the proctologist or gynecologist, doesn't mean you aren't happy.

    Happiness is a deep abiding feeling...its visceral.Its a deep abiding feeling that you have. Its knowing that you are living your best life you can with the circumstances you have. It's knowing that you are cultivating the best relationships you can, that you are wanted and needed by the people you love.

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