All Topics in Phoenix

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  • Get Your Business Found By The People Who Need You The Most – An SEO Discussion

    Caitlin Strempel, Digital CEO, CRS Digital Marketing

    TOPIC CATEGORY: Business

    There are tens of billions of Google searches DAILY - People are actively out their searching for your products and services! As business owners it's our DUTY to make sure these people can find us and that we are showing up for them so we can positively impact their lives and their own businesses so they can do the same for others. MORE >

    Caitlin, SEO Expert and Digital Strategist, demystifies SEO and breaks it down into simple and EASY-TO-IMPLEMENT steps so business owners can start driving traffic to their website on Autopilot!
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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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  • 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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  • 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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  • Estate Planning Basics: Have You Created an Estate Plan For Your Family?

    Katrina C. Lessard, CFP®, President & Founder, 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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  • 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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  • Creating the Brand New YOU – Strategies to Reinvent, Re-brand and Stay Relevant at Any Stage of Your Career

    Susan Fignar, President, Pur-sue Inc.

    TOPIC CATEGORY: Business

    Are you in a season of change?
    • Seeking advancement in your career
    • Adapting to a new job role / culture
    • Evaluating your skillset
    • Re-energizing and leveraging your professional network MORE >

    In today's competitive marketplace, you need to examine, develop and demonstrate your personal brand as a way to stand out in a crowd. Identify and market your features and benefits to help you be seen as a valuable resource, get you noticed and differentiate you from other professionals in your field. Whether you are relatively new in your career, have been in a job for a long time, would like to be considered for a promotion, or position yourself for a new opportunity, now is the time to examine your value, strengths and expertise. Hone your executive presence and polish your personal brand to advance your career.

    Break out of the old mindset and patterns of comfort and prepare for a new and enhanced YOU. You'll be amazed by the positive changes you’ll start to experience in as little as 45 days with our four-step process.

    Program length: 60-75 minutes

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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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  • 7 ways to improve your life, RIGHT NOW

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

    TOPIC CATEGORY: Self Improvement

    How many times have you felt that you just wanted to get away from it all? Quit your job, quit your life, and move to the beach? Move to Italy? We see it regularly on social media.... MORE >

    The frustrations and the monotony of life in this system create a longing for a more meaningful existence....a more connected, important, purposeful existence. I think that describes the human condition in many ways, its why humans have always conquered, migrated....manifest destiny!

    Do you feel stuck in a mediocre life? Do you feel like all you do is commute to work and do things you have to do, just to keep the lights on? The good news is that you can gain meaning, or more meaning in your life with just a few simple, but deliberate actions. You dont have to chuck it all and buy a villa in Italy....

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