Fountain Hills

Tuesday, October 8, 2019 at 10:00 AM
Essential Estate Planning

This is an objective look at the differences between will-based plans and trust-based plans. We will explore the key elements of both and try to decipher who needs which plan.

Tuesday, November 12, 2019 at 10:00 AM
Understanding Required Minimum Distributions

As you approach 70 years old, your tax time bomb called your IRA begins to tick a bit louder. When you are required to withdraw money from your savings, your investing behavior must change and tax must be properly managed. We will discuss all these considerations.

Tuesday, December 10, 2019 at 10:00 AM
Understanding Annuities

Learn about the different types of annuities available, as well as their primary uses while uncovering the truth behind some of the lofty promises. We will not be selling or speaking on any specific products, although we will answer any questions you may have.

Tuesday, January 14, 2020 at 10:00 AM
Creating Income in Retirement

From dividend portfolios to annuities this class will dissect what it takes to create sustainable income and review all investments and techniques commonly used.

Tuesday, February 11, 2020 at 10:00 AM
Tax Efficiency in Retirement

This class is a necessity for all. In this day of low interest rates and volatile markets, it has become extremely important to become tax efficient in retirement, to maximize what you have. We will review how current taxation works and explore the most common ways to save taxes in retirement. We promise this is not a dry boring tax class.

Tuesday, March 10, 2020 at 10:00 AM
Today’s World of Safe Investing

With historically low interest rates, and current level of market volatility, where do people turn to protect their wealth while still earning something? We will explore ALL investments commonly referred to as “safe” while contemplating their future in this complex market.

Tuesday, April 14, 2020 at 10:00 AM
Positioning Yourself to Thrive in Retirement

With volatile markets and low interest rates, financially navigating retirement can be tricky. We will discover what is changing, why it is changing and how to position yourself for success in retirement.

Tuesday, May 12, 2020 at 10:00 AM
Finding Unbiased Financial Advice

It is difficult to know who to trust in the “financial advising” world today. We will explore how advisor’s make money, what license designations mean and much more. This class provides the essential knowledge necessary to be confident that you are dealing with the right professional.