All Topics in Phoenix
It’s as easy as 1, 2, 3: Browse for a topic, Click the orange request button, Fill out the contact form.Now the speaker will contact you in the next few days to coordinate details.
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Time Management
Howard Gershkowitz, Author
TOPIC CATEGORY: Business
As a successful businessman, financial advisor, and published author, I've developed a unique system of time management in order to pursue multiple goals while still finding time to raise a family and enjoy my leisure time, which I often spend traveling with my wife of 40 years. In this presentation, you will learn the basics for plotting a course and maintaining it, even during the most challenging distractions in your day. From goal setting to establishing daily rituals, this primer on the proper use and control of your time will set you on the right path towards meeting your own, diverse objectives. MORE >
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Tips for a Smooth Transition: Downsizing and Moving
Mai Thompson, Owner, Smooth Transitions Phoenix East Valley
TOPIC CATEGORY: Miscellaneous
Selecting a new place to move, sorting through a lifetime of treasures, deciding what to take, what furniture will fit, finding a mover, packing, moving, unpacking, setting up the new home, getting rid of leftovers…this can all be overwhelming. MORE >
Smooth Transitions provides individuals and their families with the emotional and physical assistance needed in making a change in living arrangements. Whether you are downsizing a residence or moving to a senior retirement community this would help helpful. Learn 3 tips we use to help our families make this a Smooth Transition. I will cover:Where Do I Start?
What Do I Do With All My Stuff?
Cost Moving Mistakes to Avoid -
Traction: Get a Grip on Your Business
Jeremy Macliver, Certified EOS Implementer, Guaranteed Traction
TOPIC CATEGORY: Business
Learn the six key focus areas of a business and how to create alignment, accountability, and acceleration for leadership teams of fast growth companies. Increase the impact of your meetings, accelerate the results of your organization, and improve your bottom line by combining the best of business books by Jim Collins, Stephen Covey, Patrick Lenchioni, Michael Gerber, Gino Wickman, and more into a complete look at the business. MORE >
Discover solutions to issues the cross through all departments, effecting sales, production, and the organizations finances. -
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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Using Home Equity for a Better (and Smarter) Retirement – Reverse Mortgages
Bill Cave, Retirement Mortgage Professional, Movement Mortgage
TOPIC CATEGORY: Financial
This is an A-to-Z informational class covering the Home Equity Conversion Mortgage (FHA - HECM) in an educational, straight-forward manner. Bill covers recent changes in the program that helped make the reverse mortgage loan program a smart and safe option for retiree's and seniors. This seminar also provides a road map on how to navigate the process and make good decisions based on individual goals such as: increasing cashflow, preserving net worth and assets, advanced tax planning and long-term care strategies, as it relates to home equity. MORE >
This is NOT a pressure sales or marketing seminar. -
VA Benefits for Seniors
Marsha Goodman, Attorney, Specific Law Firm
TOPIC CATEGORY: Financial
A description of VA Benefits available to help seniors pay for the cost of care, including the benefits available to Viet Nam Veterans and their surviving spouses.
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Veteran Resources
Jaime Martinez, Executive Director, Mesa Veterans Resource Center
TOPIC CATEGORY: Educational
How to get struggling veterans to the help they need so that they can assimilate to civilian society. Jaime takes the audience through his real world experience, struggles, and ultimate success as a road map.
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Wage and Hour Compliance Challenges
Lorie A. Birk, Esq, SPHR, SHRM-SCP, Principal Consultant, HR Law Works, LLC
TOPIC CATEGORY: Business
There have been a lot of challenges for employers in the last year with respect to wage and hour. There were the Fair Labor Standards Act (FLSA) salary exemption updates that were put on hold and a higher minimum wage in Arizona. With all of this, organizations cannot forget to review their wage and hour practices to ensure compliance. MORE >
Is your organization including the appropriate compensation in overtime calculations? Are positions appropriately classified as FLSA exempt? This session will review some of the top compliance issues where organizations misstep and provide some tips for compliance.This program can also be tailored for state law compliance such as California.
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Wealth Beyond Taxes – Learn what the banks and wealthy doing to create future wealth
Monica Felton, MBA, CFP, President, The Elliott Group
TOPIC CATEGORY: Financial
Learn how professionals can use the tax code to their advantage to generate more wealth and future income. Learn ways to recapture and recycle your wealth without taking any more risk, without saving any more money, paying less in taxes, and leaving a legacy.
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What are dreams and why are they important?
Frank (Gunny) Alger, Education Advisor, Facilitator, Trainer, Leadership Developer
TOPIC CATEGORY: Motivational
It today’s world that are many people looking to get a head and be successful. They have dreams but they seem out of reach and unattainable. Gunny will share some tips and strategies that might inspire you to achieve those goals and dreams no matter your current situation.