Prescott

Due to the COVID-19 Coronavirus, all classes are temporarily cancelled. We will update this page as soon as we know more.

Thank you and stay well!


Tuesday, January 21, 2020 at 3:00 PM
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 18, 2020 at 3:00 PM
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 17, 2020 at 3:00 PM
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 21, 2020 at 3:00 PM
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 19, 2020 at 3:00 PM
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.

Tuesday, June 16, 2020 at 3:00 PM
Understanding Annuities

We will explore the different types of annuities available as well as their primary uses while uncovering what is behind some of the lofty promises. This is not a sales event and we will not be speaking on any specific products although we will answer any questions you may have.

Tuesday, July 21, 2020 at 3:00 PM
Understanding Required Minimum Distributions

As you approach 70 years old, the 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 taxes must be properly managed. We will discuss all these considerations.

Tuesday, August 18, 2020 at 3:00 PM
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, September 15, 2020 at 3:00 PM
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. I promise this is not a dry boring tax class.

For questions or more information,
call us at 1-800-345-3155 ext. 1.