All Topics in Phoenix

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  • 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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  • 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.
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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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  • 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.
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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

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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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  • Thunderbird Field II Veterans Memorial & the History of the Scottsdale Airport

    Gunnar Buzzard, Exec. Vice President, Thunderbird Field II Veterans Memorial

    TOPIC CATEGORY: Educational

    Thunderbird Field II was built in 1942 for the sole purpose of training WWII Army Air Corp pilots. Over 5,500 pilots were trained at Thunderbird Field II between 1942 and October 16, 1944, when the school was deactivated. Many of these young aviators saw military action in Europe and the Pacific. Learn about the history of the 3 Thunderbird Fields, current Scottsdale airport operations, and the Thunderbird Field II Veterans Memorial. MORE >

    The Thunderbird Field II Plaza at the entrance to the new Scottsdale Airport terminal, business center and restaurant will include a monument with information on Thunderbird Field II and its military history. The Plaza’s centerpiece will be a Stearman PT-17, the aircraft used for training at Thunderbird Field II. The service plaques for all of our armed services as well as the revered POW-MIA plaque will be on permanent display.
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  • Thunderbird Field II Veterans Memorial and the Revered Military History of the Scottsdale Airport

    Steve Ziomek, Chariman, Thunderbird Field II Veterans Memorial

    TOPIC CATEGORY: Educational

    Thunderbird Field II was built in 1942 for the sole purpose of training WWII Army Air Corp pilots. Over 5,500 pilots were trained at Thunderbird Field II between 1942 and October 16, 1944, when the school was deactivated. Many of these young aviators saw military action in Europe and the Pacific. MORE >

    The Thunderbird Field II Plaza at the entrance to the Scottsdale Airport business center and restaurant includes a monument with information on Thunderbird Field II and its military history. The Plaza’s centerpiece is a Stearman PT-17, the aircraft used for training at Thunderbird Field II in the 1940s. The service plaques for all of our armed services as well as the revered POW-MIA plaque is on permanent display.

    The mission of the Thunderbird Field II Veterans Memorial organization is to commemorate the rich history of the Scottsdale airport, honor all veterans; provide scholarships to Arizona students interested in aviation careers and support Dogs4Vets, a non-profit dedicated to enabling disabled Veterans to live a more productive life through the use of service dogs

    Learn about the revered military history of the Scottsdale airport, todays operations and the Thunderbird Field II Veterans Memorial and its mission.

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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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  • 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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