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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Maximizing Social Security and Retirement Income Planning
Vincent Esparza, Managing Director, Esparza Group
TOPIC CATEGORY: Financial
Request This Free Speech- How new laws changed Social Security filing strategies
- Strategies to maximize and integrate Social Security with your retirement.
- Top financial strategies for your retirement
- 4 Phases of Money for the Retiree - Accumulation, Preservation, Distribution and Legacy -
The Trump Tax Code and your IRAS
Vincent Esparza, Managing Director, Esparza Group
TOPIC CATEGORY: Financial
Request This Free SpeechHow 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! -
Retirement Income – 5 Action Items to Chart Your Course
Katrina C. Lessard, CFP®, AEP®, Founder & CEO , Lessard Wealth Management
TOPIC CATEGORY: Financial
Request This Free SpeechYou’ve spent a lifetime accumulating money for your retirement. You’ve saved, invested, and taken advantage of workplace retirement plans. Now you have to make decisions about how to generate a steady income stream, and these decisions could have lasting repercussions. MORE >
Join us for an educational workshop where we’ll focus on strategies designed to help you:• Make the most of your retirement income streams
• Tap into your retirement accumulations
• Understand retirement plan distribution rules
• Invest for stability, income, and growth potential
• Utilize financial vehicles that could last a lifetime
• Protect your income and assets from the unexpected
• Prepare for a more comfortable and rewarding retirement lifestyleOptional 20-page workbook available on retirement income strategies. This full-color resource contains essential information, exercises, and questions that will help you assess your current situation and make sound financial decisions. Perhaps best of all, you will be eligible for the complimentary consultation offered to all workshop participants.
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Solo
Dale Marcotte, Certified Relationship Coach
TOPIC CATEGORY: Self Improvement
Request This Free SpeechLearn 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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How to Get the Joy Back
Dale Marcotte, Certified Relationship Coach
TOPIC CATEGORY: Self Improvement
Request This Free SpeechPresents 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
Request This Free SpeechToday, 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 planYou'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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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
Request This Free SpeechAn 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 taxYou 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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Risk Management in Today’s Increasingly Challenging World
Nancy Germond, MA, SPHR, SHRM-SCP, President, True North Consultants, a Division of Insurance Writer, LLC
TOPIC CATEGORY: Business
Request This Free SpeechHow to manage your organization's risk in today's workforce, including hiring, retention, loss prevention and claims management.
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The Subtle Art of Effective Listening
Jeff Young, Senior Wealth Manager, Kierland Financial Group
TOPIC CATEGORY: Self Improvement
Request This Free SpeechOf 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. -
How to Claim Social Security for Maximum Benefit and Litetime Income
Jeff Young, Senior Wealth Manager, Kierland Financial Group
TOPIC CATEGORY: Financial
Request This Free SpeechAround 45% of Americans take their Social Security benefits at the earliest possible time, usually around their 62nd birthday. For a great majority of these people, that is both a grievous and irreversible decision that has long-term deleterious effects. MORE >
Jeff Young has spend a decade teaching people about the most efficient manner to take these distributions and for a couple, the difference in doing it right and doing it wrong can mean tens of thousands of dollars. Jeff explains how people can benefit from understanding the various strategies available to them and exactly how to employ them. This is an eye-opening session and one you will want to hear prior to making those significant decisions about Social Security.