All Topics in Phoenix

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  The Run for the Roses: What Needs to be Done Before You Retire

  Jeff Young, Senior Wealth Manager, Kierland Financial Group

  TOPIC CATEGORY: Financial

  You’ve won the game! Now What? The goal of wealth accumulation gradually gives way to that of efficient money management in retirement. It certainly isn’t the same skill set and has a different set of challenges and opportunities associated with it. Planning for that stage while you are in your peak earning years can help insure a retirement of dignity and independence if you plan now. MORE >

  Financial Planner and Investment Advisor Jeff Young speaks about that life phase in this presentation entitled “The Run for the Roses.” It is he will address such issues as:
  • Creating a New Safety Net
  • Gifting
  • Planning a Social Security Strategy
  • What are RMD’s (Required Minimum Distributions from Retirement Plans) and when do you take them?
  • Educating the Survivors
  • Maximizing your tax bracket
  • End of Life Planning
  • The One Property Asset that will give your Heirs Fits and how to avoid that

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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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  Never Pay the First Bill: And Other Ways to Fight the Health Care System and Win

  Edward Givens, Insurance Agent, HealthMarkets

  TOPIC CATEGORY: Health & Fitness

  The healthcare system in America is a confusing process to navigate. This session will help you better understand how the system works. You will walk away with key strategies that will help you get the most out of your healthcare dollars. We will also discuss strategies and resources that will help you negotiate effectively with the health care providers if you feel you are being charged too much for the care you received. MORE >

  This session is a short course on the strategies described in the best-selling book by Marshall Allen "Never Pay the First Bill: And Other Ways to Fight the Health Care System and Win"

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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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  Creativity Through Connection

  Jason Parent, Facilitator, Breath.Energy

  TOPIC CATEGORY: Self Improvement

  Creativity comes from synthesizing multiple elements from different sources to form a new coherent reality. This presentation allows the mind to relax and access every piece of data available to it to bring something new into the world.

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  Peak Performance Through Flow

  Jason Parent, Facilitator, Breath.Energy

  TOPIC CATEGORY: Self Improvement

  Great athletes know they need to be loose to play their best. Performance in the business world is the same. Removing stress and getting into a flow state allows everyone to perform better. This presentation creates flow states on demand.

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  Online Password Security: Don’t Get Pwned (Owned)

  Andy Richardson, Vice President, Ginny Richardson Public Relations

  TOPIC CATEGORY: Miscellaneous

  Online password security is one of the more important forms of safety these days. Learn why this is important and how to protect yourself. If you’ve ever used the password: 1234, abcd, or if God forbid, you use the same password for many websites, this eye-opening presentation is a must for your group. Andy has a fun, upbeat style that will engage audiences of all ages, and everyone will learn something new. MORE >

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  Getting Publicity – Easier Than You Think

  Andy Richardson, Vice President, Ginny Richardson Public Relations

  TOPIC CATEGORY: Business

  The popular publicity seminar presented to dozens of groups through Free Speakers Chicago is now available in Phoenix. Andy explains the ins and outs of how to receive free attention from newspapers, TV, radio and magazines. Audiences will learn how to capitalize on the often misunderstood marketing tool of media relations. Learn the difference between earned media and paid advertising and why publicity is so much more valuable. MORE >

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  Arizona Wild Territorial Days and its Economic Development through Statehood

  Albert Monreal Quihuis, Author / Historian

  TOPIC CATEGORY: Entertainment

  This is a presentation of the wild history of Arizona. Its prospecting and mining towns, saloons, gambling, brothels, lawless gunfighting days, Tombstone, the OK Corral, Pleasant Valley War, the Baron of Arizona, stagecoach robberies, cattle rustlers, military forts, and the Indian Wars. MORE >

  It is a wonder how Arizona was able to achieve statehood as the 48th State. The driving forces behind this were the 5C’s: Copper, Cattle, Cotton, Citrus, Climate, and the Roosevelt Dam which created large-scale irrigation and hydroelectric power. Are the 5C’s still important today, or were they cut off at the pass and are there new 5C’s in town?

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  The Legacy Journal, The Treasure Map to Your Life and Heritage

  Albert Monreal Quihuis, Author / Historian

  TOPIC CATEGORY: Educational

  Have you ever been with family members trying to piece together fragments of your ancestor’s stories? It happens to every generation, eventually these special stories are forgotten. Can you imagine, the sense of pride, if you could look into your ancestor’s legacy book telling their stories in their own handwriting? MORE >

  Most ancestry and genealogy programs motivate you to learn and research your lineage as far as you can. What makes the Legacy Journal different and unique is that it starts with the person you know the most… yourself.

  This presentation will help stir memories to inspire you to document your history so it is not forgotten. We will have an opportunity to discuss the contents in this self-help guide and we can answer your questions if you are planning to write your family journey. Your children, grandchildren, and descendants will learn from your journey and experiences and take pride in the things you have in common. Knowing and understanding your ancestors’ circumstances creates a sense of pride, self-worth and affirms your legacy. Join us for this adventure of a lifetime.

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