Finance, Investments & Retirement   

You will look at your financial life and identify what’s working for you, what’s going against you and how to make the shift to becoming financially wealthy. We look at your larger financial picture - together. Our relationship with money and how we feel about money dramatically affects our wallet. A rich mindset matters. Have multiple sources of income. Say no to continuously picking up a family member’s financial burdens and irresponsible behavior. What are your money leaks? Don’t fall for financial scams. Start a side hustle from home and increase your ability to earn.

Do you understand the difference between an exchange-traded fund and a mutual fund? How about a municipal bond or how annuities work? Investing doesn’t have to be complicated. With so many options, research, and analysis available to today’s investors, making good decisions can seem overwhelming. Gain a working glossary to understand the world of investing. Learn a basic structure to assist in deductive decisions, and a fundamental framework to discuss the global marketplace. There will be time to learn about some of the pitfalls in financial planning and shared tips and insights on working with attorneys, accountants and advisors.

Medicare will be explained in everyday terms: what it does and does not cover, what to expect and how to navigate the system. Learn the ins and outs of Medicare prescription drug plans, Medicare supplements, and Advantage plans. Get a comprehensive overview from a specialist with over 28 years of experience in Arizona.

This is an educational event designed to inform about Medicare and Medicare related programs.

Learn how to secure a lasting legacy for the causes you care about. This class on planned giving will demystify the process of making future gifts, such as bequests in a will, charitable trusts, and gift annuities. Discover how these powerful tools can help you achieve your financial goals while ensuring our mission continues for generations to come. We'll cover the basics of planned gifts and their potential tax benefits, showing you how to make a significant impact without affecting your current lifestyle. Create your personal legacy and secure a brighter future for our world.

Learn what you need to know about social security and retirement. We will discuss how your social security is calculated, the taxation of benefits, and ways to calculate when to take benefits. This class will help you understand the risks you face in retirement and help you create a strategy to mitigate those risks. Over 70% of Americans receiving social security today depend on it for half of their income. Planning for retirement can be complicated and knowing when to take your social security benefit can be one of the most important decisions in retirement. Come join us to learn ways to maximize your social security benefits and retirement income. 
 

Demystify the world of annuities and discover how they can or should not fit into your financial plan. This class will provide a clear, jargon-free overview of different types of annuities, including fixed, variable, and indexed. You'll learn how these financial products can provide a steady income stream in retirement and offer tax-deferred growth. We'll explore the pros and cons, helping you understand their role in managing risk and creating a reliable income for your future. Secure your financial peace of mind by understanding how annuities work.