All Topics in Phoenix

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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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  • All Heart – If size mattered, Elephants would be King of the Jungle

    Darrin Schenck, Inspirational Speaker, DarrinChatter, LLC

    TOPIC CATEGORY: Motivational

    In this talk I share several experiences around my Pro Racquetball career and the training with pro and Olympic athletes and how these experiences directly translated to my sales career. MORE >

    One of the biggest lessons I have learned is that those who continue to fight always have a chance at success. I believe my story of perseverance will be found inspiring by people from all walks of life.
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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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  • Women & Money: Six Steps to Financial Security

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

    TOPIC CATEGORY: Financial

    Today, more women than ever are responsible for their financial well-being, and the well-being of their families. But women often face unique financial challenges. That's why it's so important that no matter what life stage they're in, women know how to save, invest, and plan for their future. MORE >

    In this seminar on Women and Money, you'll learn:
    * The unique financial challenges women face, such as longer life expectancies and more career breaks for caregiving, and how they impact long-term financial security
    * Six steps women can take to help them achieve financial security, including taking control of their money, becoming more knowledgeable investors, advocating for themselves in the workplace, planning for retirement, protecting their income and assets, and creating an estate plan

    You'll 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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  • Solo

    Dale Marcotte, Certified Relationship Coach

    TOPIC CATEGORY: Self Improvement

    Learn how to thrive single, find your stride in growth and learn to love on your way to love. We cancel the effects of our mistakes as soon as we understand them; leaving time and energy to live in love. That time and energy is closer than you know.

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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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  • 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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  • Medicare 101 (What you don’t know might hurt you)

    Edward Givens, Insurance Agent, HealthMarkets

    TOPIC CATEGORY: Health & Fitness

    Medicare can be a confusing topic for seniors 65 & over and for their children. This topic will teach you the fundamentals of Medicare, what it covers, and what it does not cover. You will leave this session with a better understanding of the Medicare system and how to navigate it in a way that will best suit your needs. MORE >

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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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