All Topics in Phoenix

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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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  Risk Management in Today’s Increasingly Challenging World

  Nancy Germond, MA, SPHR, SHRM-SCP, President, True North Consultants, a Division of Insurance Writer, LLC

  TOPIC CATEGORY: Business

  How to manage your organization's risk in today's workforce, including hiring, retention, loss prevention and claims management.

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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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  How to Claim Social Security for Maximum Benefit and Litetime Income

  Jeff Young, Senior Wealth Manager, Kierland Financial Group

  TOPIC CATEGORY: Financial

  Around 45% of Americans take their Social Security benefits at the earliest possible time, usually around their 62nd birthday. For a great majority of these people, that is both a grievous and irreversible decision that has long-term deleterious effects. MORE >

  Jeff Young has spend a decade teaching people about the most efficient manner to take these distributions and for a couple, the difference in doing it right and doing it wrong can mean tens of thousands of dollars. Jeff explains how people can benefit from understanding the various strategies available to them and exactly how to employ them. This is an eye-opening session and one you will want to hear prior to making those significant decisions about Social Security.

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  Overcoming adversity in business

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

  TOPIC CATEGORY: Business

  You might think that there are too many barriers to being self employed. You might think its too hard to get a promotion. Perhaps you think that its because you don't look the part, are the wrong color...maybe you have emotional issues or have had a hard life. Maybe you are a single parent, and think you don't have the circumstances or time to reach out. MORE >

  The problem is, everyone has issues. Everyone has limitations, everyone has a reason to quit.

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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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  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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  Creativity and Job Performance: or How to Wear a Smile Everyday

  Brad Graber, Author, Dark Victory Press

  TOPIC CATEGORY: Business

  It’s not uncommon to think that only artists are creative. In reality, creativity presents in many different ways and has been scientifically proven beneficial to our health and well-being. Learn how to manifest the spirit of creativity in your life and reap the rewards of improved job satisfaction, happiness, and health. MORE >

  Brad is a former healthcare administrator, with over thirty years of experience including managing physician practices. Born and raised in New York City, Brad holds a B.A. from S.U.N.Y. at Buffalo and an M.H.A. from Washington University in St. Louis. A former Fellow of the American College of Healthcare Executives and a Certified Medical Executive from the Medical Group Management Association, Brad no longer works in healthcare but continues to volunteer with non-profit organizations. He is the author of the award-winning novel, The Intersect, set in Phoenix, which explores hot-button issues of immigration, elder abuse, and teen homelessness. He also writes a weekly blog: There I Said it! His second novel, After the Fall, has just been released in May 2018. For more information about Brad Gaber, go to www.bradgraber.com.

  Warm, engaging, and at times, very funny, Brad will be a welcome addition to your meeting.

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  Stress Mastery: From Feeling Stuck to Feeling Free

  Sara Regester RN, BSN, NBC-HWC, Stress Mastery Expert, NBC-HWC, Directions 4 Wellness, LLC

  TOPIC CATEGORY: Self Improvement

  This interactive talk is offered in a workshop format where the participants learn specific strategies for presence, mindfulness and stress resilience so they can get out of resistance of that push-pull energy that keeps them stuck, distracted, procrastinating and uninspired and create the life that they desire. MORE >

  This program teaches how to create more confidence and courage to step into new opportunities for career, relationships and health in alignment with your authentic gifts and purpose so you can feel more energized, more focused and more fulfilled in your life.

  - Tips on how stay on your edge to create a successful life without wiping yourself out
  - Change how you think about stress and leverage it as an opportunity to learn and grow
  - Learn how you can meet stress with confidence and courage to respond to challenges successfully
  - Strategies to overturn your negative inner dialogue so you can turn up the volume to hear your wise intuitive voice
  - Be more present, mindful and neutral so you can creatively respond to your stress and stay out of emotional reactivity and energy loss
  - Be an Stress Responder and not a Stress Reactor
  - The secret to prioritizing competing priorities in a 24-hour day

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  “It’s Kubotan Time!”

  Jui L. Chiu, Self-Defense Instructor, Kubotan Time

  TOPIC CATEGORY: Educational

  The Kubotan Time offer free self-defense classes for anyone 8 years or older. Learn how to fight off an attacker with a Kubotan and everyday objects, like a sharpie or marker. The purpose of the self-defense class is to teach our community how to be more aware of their surroundings and gain self-confidence. Anyone can learn these life-saving defense skills! Take control and escape a threat. It could save your life. MORE >

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