All Topics in Phoenix

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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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  • 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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  • Exercise is Not Enough

    Ryan Booher, Community & Physician Relations, Vitality SarcoHealth

    TOPIC CATEGORY: Health & Fitness

    Most people know exercise is good, but exercise is not an activity... and not all activities are equal, when it comes to health benefits... and walking is not enough. Ryan will discuss the common misconceptions with exercise and aging, and unpack the science and research around which activates will actually help you maintain or get back the lifestyle you always wanted. The good news is you can Choose how You Age! MORE >

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  • Get Unstuck!

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

    TOPIC CATEGORY: Motivational

    Are you stuck in area of your life? Your heath and fitness? Your career? Your relationship? Often times, we can feel like there is no way out or around our current circumstances and we are STUCK. Dr. Ben shares how often times being stuck in life is actually about being stuck in a perspective around how things are, or how things must be. In this talk he shares practical nuts and bolts tips for getting UNSTUCK and moving on in life. MORE >

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  • The True Cost of College and How to Make College More Affordable

    Monica Felton, MBA, CFP, President, The Elliott Group

    TOPIC CATEGORY: Financial

    It’s never too early to start thinking about college financial planning. As our kids go back to school, they are one step closer to this exciting and very expensive event! Whether you’re kids are a year away from college or 17, the time is now to understanding the true cost of college and how to make college more affordable. MORE >

    Monica Felton MBA, CFP is the college financial planning expert and has been coaching families for 15 years on how to save and pay for college and not sacrifice their retirement.

    She helps parents understand the expense of college. Today a four-year, in state, public University expense is $135,000. The total cost to a parent can be upwards of $500,000. Helping parents understand that college is really a retirement problem is paramount to financial success.

    By using an alternative strategy,the Wealth Builder Strategy, to save and pay this enormous expense, families will have significantly more wealth and benefits in their retirement. You can pay for college while contributing to your financial future.

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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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  • Using Home Equity for a Better (and Smarter) Retirement – Reverse Mortgages

    Bill Cave, Reverse Mortgage Advisor, Mutual of Omaha - Reverse 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.
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  • Slaying the Debt Dragon – Financial Planning for the New Graduate

    Jeff Young, Senior Wealth Manager, Kierland Financial Group

    TOPIC CATEGORY: Financial

    You've just graduated and are ready to enter your chosen field. But you also have student loans that have to be repaid. Debt can be an emotionally draining burden to carry, but it doesn't have to be. With a solid plan and a vigorous dedication to eliminating debt, there are steps one can take to accomplish the task of becoming debt free and to begin to create a solid financial foundation. MORE >

    Jeff contends that whether you are building wealth or becoming debt-free to do so, the key is creating a flexible and accountable plan to guide your through that journey. In this session, he will teach you how to take stock of your situation, eliminate barriers to success, write a plan of success, understand your options, employ others in your quest and the value of sacrifice and self-denial to earn your success.
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  • 65 to 0 – Surviving a Head on Collision with a Wrong Way Drunk Driver

    Darrin Schenck, Inspirational Speaker, DarrinChatter, LLC

    TOPIC CATEGORY: Motivational

    I am very fortunate to still be here on Earth, as statically I beat the odds. Every 52 minutes someone in the US dies in a drunk driver crash, and yet I walked away from this high speed crash physically unharmed. However, the mental and emotional toll from this crash left me reeling for a time. MORE >

    I learned to face this adversity by becoming a volunteer speaker for Mothers Against Drunk Driving, sharing the harrowing experience with audiences of MADD. I had found this to be very therapeutic, and I am working hard to help others do the same with their own version of adversity.
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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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