All Topics in Phoenix

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  • Understanding the Fundamentals of Investing – A Primer for Young People

    Jeff Young, Senior Wealth Manager, Kierland Financial Group

    TOPIC CATEGORY: Financial

    Of all the subjects to which one is exposed in the formative years of institutionalized education, perhaps none are more significant and yet more ignored than that of personal finance. While virtually every student will one day be responsible to some degree with the efficient handling of money for a family or most certainly, him or herself, it is one area of life that for many, they will be left to fend for themselves. MORE >

    In this 60-90 minute session, Jeff will introduce you to the fundamentals of investing. While these fundamentals are certainly only a small part of the much greater topic of personal finance, it is imperative that potential young investors be familiar with the foundation upon which they will eventually build their wealth over their lifetimes.

    Topics covered will be: Speculating is not Investing; Four Things You Can Do With Money; Own or Loan?; the Damning of Debt; Pay Yourself First; Clarifying Risk; Ten Great Mistakes Young People Make in Investing; Patience and Discipline, the Investor's Allies; The Eggs in the Basket Thing and much more.

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  • Retirement Income – 5 Action Items to Chart Your Course

    Katrina C. Lessard, CFP®, AEP®, Founder & CEO , Lessard Wealth Management

    TOPIC CATEGORY: Financial

    You’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream, and these decisions could have lasting repercussions. MORE >

    Join us for an educational workshop where we’ll focus on strategies designed to help you:

    • Make the most of your retirement income streams
    • Tap into your retirement accumulations
    • Understand retirement plan distribution rules
    • Invest for stability, income, and growth potential
    • Utilize financial vehicles that could last a lifetime
    • Protect your income and assets from the unexpected
    • Prepare for a more comfortable and rewarding retirement lifestyle

    Optional 20-page workbook available on retirement income strategies. This full-color resource contains essential information, exercises, and questions that will help you assess your current situation and make sound financial decisions. Perhaps best of all, you will be eligible for the complimentary consultation offered to all workshop participants.

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  • The Stories We Tell Ourselves: The Importance of Shifting Your Mindset

    Brad Graber, Author, Dark Victory Press

    TOPIC CATEGORY: Motivational

    We all have stories we tell about our lives. Some are shared in families. Others, with friends. Stories about when we met the love of our life. About the day our children were born. How we found our first job. But there are other stories that we don't share. Those are the internal stories going on in our heads. The stories we tell ourselves about our worthiness. About how people think about us. Stories that affect how we process the world around us. Stories that rule our nature and impact the quality of our lives. How can we edit these stories and find a better path? MORE >

    Brad is a former healthcare administrator. He holds a B.A. from S.U.N.Y. at Buffalo and an M.H.A. from Washington University in St. Louis. He no longer works in healthcare but continues to volunteer with non-profit organizations. He is the author of the award-winning novels The Intersect and After the Fall. He also writes a weekly blog: There, I Said it! His third book - What's That Growing in My Sour Cream? - is a compilation of Brad's best humor essays. His newest release is Boca by Moonlight, the story of a widower who learns the importance of friendship and family. For more information about Brad Graber 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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  • Bringing Joy Back into Your Life

    Selina Schuh, Home Organizer, Speaker, Author, Empowered Living Strategies

    TOPIC CATEGORY: Self Improvement

    Feeling exhausted and overwhelmed? Can’t remember the last time you had fun? Join us to learn how to rejuvenate and experience joy.

    By attending this workshop, you will discover: MORE >

    • Why we don’t make ourselves a priority
    • Why (contrary to popular belief) selfishness is a good thing
    • What the simple (yet not always easy!) steps are to turn things around

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  • Networking for Love or Money

    Joan Betsy Kurasch, Founder, The Silver Compass

    TOPIC CATEGORY: Self Improvement

    The techniques are the same for meeting the love of your life or the important business contact. In this presentation the correct handshake, ice-breaker, and how to enter an existing group will be addressed. Created for both the extrovert who needs to tone down his/her approach or the introvert who just wants to hide in the corner, this program will give "specific" tips that can be used immediately. MORE >

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  • How to Play the Cards You’re Dealt

    Laura Leigh Birdwell, Certified Personal Trainer and Wellness Coach, Category 2 Road Cyclist, Teacher

    TOPIC CATEGORY: Motivational

    Sometimes, life throws us unexpected curveballs. While we have every right to be angry at the cards we're dealt, anger will not win us the hand. In this presentation, Laura Leigh shares her perspective on remaining positive in the face of adversity. Drawing on her own life experiences and relying on the wisdom of the great authors -- Homer and Tolkien -- Laura Leigh offers an insightful perspective on the enduring nature of the human spirit. MORE >

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  • Faithfully Cherishing Creation

    Gretchen Reinhardt, En-ROADS Climate Ambassador and Volunteer, Citizens' Climate Lobby

    TOPIC CATEGORY: Climate

    Ground your exploration of climate action within your specific faith tradition, or learn about interfaith approaches to faithfully cherishing creation. This presentation will be created to meet the identified objectives of the faith or interfaith community providing the invitation. MORE >

    Climate is a topic that can touch all areas of our lives, from the most personal and daily decisions about having and raising a family to global water, immigration or energy policy. How do we settle into the wisdom of our own faith tradition and allow it to assist us in solving global challenges with love and power, day in and day out, year in and year out?

    This program is more about creating a shared journey into a faith community’s awareness of what cherishing creation means today than a presentation of information.

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  • Repowering fossil plants to affordably decarbonize energy

    Heather Jackson, President, Interlock Energy

    TOPIC CATEGORY: Climate

    Heather will introduce a suite of technologies that make it possible to affordably decarbonize existing fossil fueled power plants. She will discuss factors that influence the affordability of this option, and factors that make this approach a potentially much faster way to decarbonize our energy system.

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  • Surviving to Thriving: How to Find Peace in a Stressed Out World

    Dr. Benjamin Benulis, Doctor of Chiropractic, Create Health PLLC

    TOPIC CATEGORY: Health & Fitness

    Innovation and technology came with the promise of making our lives easier. But it seems as time goes on, things get more and more stressful. Life in the 21st century is very stressful for humans. Many people can find it extremely difficult to cope, and see their mental and often physical health suffer as a consequence. Many of the coping mechanisms people use are very short-term fixes that often make us worse in the long term. So how do we handle it? In this 30-45 minute talk Dr. Ben talks about how stress affects our nervous system and leaves the audience with real, practical, actionable tips that they can begin using immediately to experience more peace and well-being in both their mind and their body. MORE >

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