All Topics in Phoenix

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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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • 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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  • Why You Can’t Wait for Your Best Life to Begin

    Caitlin Strempel, Digital CEO, CRS Digital Marketing

    TOPIC CATEGORY: Business

    Going into detail about her son's health and getting rushed to the hospital at two months old for a heart procedure, Caitlin inspires business owners (or aspiring business owners) why they can't wait for a tragic event to follow that feeling in their hearts that they were meant for much more. The majority of people are currently under-living their lives because they are scared to make that first leap. If everyone made that first leap think about how much positive impact in this world there would be! MORE >

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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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