Finance & Business



Momentum Trends in Today's Market

Momentum remains the only market anomaly that has withstood the test of time. Learn ways to incorporate different momentum strategies in to your investing toolbag. (1 session)

Chris Henderson, AAMS is Vice-President of Investments at Wedbush Securities. He has helped investors protect their wealth for over 15 years using trend-following strategies and other technical indicators. Chris is a firm believer wealth accumulation starts and ends with wealth preservation.



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mtt
PORA Adult Learning
Camino 2
Henderson 6/7 - 6/7 Th 11:00 AM - 12:30 PM $0.00
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mtt
PORA Adult Learning
Camino 2
Henderson 8/2 - 8/2 Th 11:00 AM - 12:30 PM $0.00

Outlook and Opportunities

You invest your money so now invest some of your time.  Are you confused?  The bull market and recovery is approximately nine years old.  This fall the economic expansion will be the longest in U.S. history.  And with the tweets, the tariffs and security issues; what should an investor do?  We will use our 30 plus years of professional experience to cull through the truths, half truths and fake news to make sense of all this.  We will look at past cycles to paint a clearer picture of future cycles. (1 session)

Instructor: Jerry Look is a graduate of the University of Arizona. He is also certified by the College of Financial Planning. Jerry has been security licensed for 32 years and has 30 years with Edward Jones.



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oao
PORA Adult Learning
Camino 2
Look 6/21 - 6/21 Th 11:00 AM - 12:30 PM $10.00
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oao
PORA Adult Learning
Camino 2
Look 7/26 - 7/26 Th 11:00 AM - 12:30 PM $10.00
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oao1
PORA Adult Learning
Camino 2
Look 8/29 - 8/29 We 11:00 AM - 12:30 PM $10.00

Should I Pay Off My Mortgage Under the Trump Tax Reform

Is it advantageous to pay off my home mortgage?  Do I have enough guaranteed Income to pay a mortgage? If I need long-term care, can I still afford my mortgage payment? "SALT" is a new buzz word-does impact Real Estate?  Are home equity loans still a good idea?  Does refinancing still make sense?  If you have asked yourself any of these questions lately, join us for an informative presentation that includes insight from a Mortgage Loan Officer and a Financial Advisor. (1 session)

Instructors: Kimberle M. Dyer and Pamela Prine are co-owners of Keystone Capital Management Group, LLC, in Glendale, Arizona. Keystone is a wealth preservation firm committed to the growth and protection of their client's assets. As financial advisers, they embrace the opportunity to educate, guide, and simplify the complex. It is important to help people understand the unique challenges that exist relative to investments and retirement income planning in the volatile times ahead.



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SPOM
PORA Adult Learning
Camino 2
Pam Prine 5/17 - 5/17 Th 09:00 AM - 10:30 AM $10.00
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SPOM1
PORA Adult Learning
Camino 2
Pam Prine 8/27 - 8/27 Mo 09:00 AM - 10:30 AM $10.00

Stock Valuation

 Learn how to find companies with high internal rates of return. Valuation measures more than just the current price of a stock and looks closer at how the company turns capital into profits. Return on Capital is useful when calculating the returns generated by the business operation itself, not the current state of market prices. (1 session)

Instructor: Chris Henderson, AAMS is Vice-President of Investments at Wedbush Securities. He has helped investors protect their wealth for over 15 years using trend-following strategies and other technical indicators. Chris is a firm believer wealth accumulation starts and ends with wealth preservation.



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sv
PORA Adult Learning
Camino 2
Henderson 5/10 - 5/10 Th 11:00 AM - 12:30 PM $0.00
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sv
PORA Adult Learning
Camino 2
Henderson 7/12 - 7/12 Th 11:00 AM - 12:30 PM $0.00

Taxes in Retirement

How will the new Tax Cuts and Jobs Act of 2017 affect you? This timely workshop is designed to help you understand the potential impact of this new legislation on your retirement income streams. It will also help you identify tools and strategies available to retirees to ensure a more comfortable and rewarding lifestyle. 

In addition, the 10 Most Common IRA Mistakes Made by Retirees  will be reviewed in detail and ways to avoid them or correct them will be presented.

 



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TIR
PORA Adult Learning
Camino 1
Hutmacher 5/16 - 5/16 We 11:00 AM - 12:30 PM $0.00

Understanding Market Corrections

We've been in the second longest bull run in history.  However, the market just reminded us that volatility can unexpectedly rear its head with a vengeance.  When that happens. it's difficult to keep emotions in check.  The media can use it as a tool to boost ratings, with headlines that create hysteria.  Sit back, breath, and let's take a refresher course in Understanding Market Corrections.  It's normal to worry...we would rather you let us worry for you.  Let us start by talking.  We'll share tips on how to stay on your "best financial behavior" during volatile times as we face the certainty of uncertainty. (1 session)

Instructors: Kimberle M. Dyer and Pamela Prine are co-owners of Keystone Capital Management Group, LLC, in Glendale, Arizona. Keystone is a wealth preservation firm committed to the growth and protection of their client's assets. As financial advisers, they embrace the opportunity to educate, guide, and simplify the complex. It is important to help people understand the unique challenges that exist relative to investments and retirement income planning in the volatile times ahead.



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UMC1
PORA Adult Learning
Camino 2
Pam Prine 5/9 - 5/9 We 09:00 AM - 10:30 AM $10.00
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UMC
PORA Adult Learning
Camino 2
Pam Prine 6/13 - 6/13 We 09:00 AM - 10:30 AM $10.00

Unintended Consequences

Actions we take, even though they may have the best of intentions, can often turn in to "unintended consequences".  As financial advisors, we see the after math of the "unintended consequences" of those who "don't know what they don't know".  Join us as we discuss how to avoid common pitfalls which include: Making your Trust the beneficiary of your IRA's, Not understanding your Life Insurance Policies, Emotional managing investments, Not being educated on fees of investment, Being too conservative-not outpacing inflation, Not updating your beneficiaries and estate plan, Putting a child on your checking account or deed to your home, Not communicating with advisors and heirs, Not properly funding your trust, and Living too long or dying too soon. (1 session)

Instructors: Kimberle M. Dyer and Pamela Prine are co-owners of Keystone Capital Management Group, LLC, in Glendale, Arizona. Keystone is a wealth preservation firm committed to the growth and protection of their client's assets. As financial advisers, they embrace the opportunity to educate, guide, and simplify the complex. It is important to help people understand the unique challenges that exist relative to investments and retirement income planning in the volatile times ahead.



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UC
PORA Adult Learning
Camino 2
Pam Prine 5/30 - 5/30 We 09:00 AM - 10:30 AM $10.00
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UC
PORA Adult Learning
Camino 2
Pam Prine 8/22 - 8/22 We 09:00 AM - 10:30 AM $10.00