Finance, Business & Law



Life Care Planning (FREE)

This presentation talks about all the legal forms that someone should have in order to prepare for any life changing events that may take place unexpectedly. We also provide the public with Life Care Planning Packets free of charge. These packets include the Medical and Mental Powers of Attorney and Advance Health Directives. (1 session)

Instructor: Betty Delano retired from serving almost 30 years with the Maricopa County Senior Court system. She works part time for Arizona's Attorney General, Mark Brnovich, and is the senior Outreach Coordinator for that office.

 

 

 



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LFP6
PORA Adult Learning
Camino 2
Delano 12/19 - 12/19 We 09:00 AM - 10:30 AM $0.00

Social Security Strategies

Decisions surrounding Social Security have become increasingly complex. This informative class will cover the basics of Social Security and reveal strategies for maximizing your benefits. In fact, you may be able to improve your benefits even if you have already collected Social Security but are still under 70 years of age. Other Social Security topics include, Social Security claiming strategies, how to coordinate benefits with your spouse, how to coordinate benefits with other sources of retirement income, how to minimize taxes on Social Security, and special considerations for widows and divorcees. (1 session)

Instructor: Jeff is a Partner at DB Financial Partners focusing on a variety of practice areas including individual retirement planning, investment management and cash-flow planning. He attended Arizona State University and holds a Chartered Retirement Planning Counselor designation from the College for Financial Planning. Jeff has over 20 years of financial services industry experience and serves as the Chairman of the Public Safety Personnel Retirement System Local Board for the City of Scottsdale. The Phoenix Business Journal recently named Jeff to their 2017 class of 40 under 40 outstanding business leaders.



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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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sv21
PORA Adult Learning
Camino 2
Henderson 12/13 - 12/13 Th 11:00 AM - 12:30 PM $10.00

Tax Efficient Investments

Generating income in today’s historically low interest rate world can be difficult, especially if you want to limit volatility and risk in your portfolio. In this class you will learn about different strategies to generate much needed retirement income and the advantages and disadvantages of each. The class will cover government and municipal bonds, corporate bonds, dividend yielding stocks, preferred stock, closed-end funds, covered-call strategies, Limited Partnerships, Real Estate Investment Trusts (REITs), Unit Investment Trusts (UITs), annuities and more. Show up ready to learn how to take control of your investment income through retirement. (1 session)

Instructor: Jeff is a Partner at DB Financial Partners focusing on a variety of practice areas including individual retirement planning, investment management and cash-flow planning. He attended Arizona State University and holds a Chartered Retirement Planning Counselor designation from the College for Financial Planning. Jeff has over 20 years of financial services industry experience and serves as the Chairman of the Public Safety Personnel Retirement System Local Board for the City of Scottsdale. The Phoenix Business Journal recently named Jeff to their 2017 class of 40 under 40 outstanding business leaders.



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The New Reverse Mortgage

This class will cover the New Reverse Mortgage and other financing options available to residents. Changes will be reviewed that made the reverse mortgage available again. This will provide a road map for anyone considering any financing options and how to navigate the process and make the right decisions on their financial future. (1 session)

Instructor: Lynette Jorden is a Reverse Mortgage Specialist with Primary Residential Mortgage, Inc. Specializing in the Reverse Mortgage process allows her the ability to focus on helping consumers become informed with the accurate information about the New Reverse Mortgage product. She has presented many workshops and seminars to the Senior Communities around the Valley. She holds a Bachelor's Degree in Business Management from Colorado State University.



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TNRM1
PORA Adult Learning
Camino 2
Jorden 12/12 - 12/12 We 01:00 PM - 02:30 PM $10.00

Unintended Consequences

Actions we take, even though they may have the best of intentions, can often turn into "unintended consequences".  As financial advisers, 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 advisers 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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UC1
PORA Adult Learning
Camino 2
Pam Prine 12/18 - 12/18 Tu 09:00 AM - 10:30 AM $10.00

Weathering Market Volatility

How do seasoned financial professionals manage risk in their portfolios? Come learn about techniques, strategies and tactics that can help mitigate risk and grow your assets within your accounts. (1 session)

Instructor: Harry Calivas has an extensive and diversified business background with more than 35 years of business experience. He holds the designations of Certified Financial Planner, Certified Investment Management Analyst and Accredited Domestic Partnership. He holds the series 7, 63, 65 registrations as well as Life, Health and Disability insurance licenses. Also, he earned his Bachelor's degree in Economics and Political Science from Drew University and his Master's degree in Business Administration from Dowling College.



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Cancelled
WEATMV
PORA Adult Learning
Camino 2
Calivas 12/14 - 12/14 Fr 11:00 AM - 12:30 PM $10.00

Wills, Trusts, and Estates

This class will cover techniques for avoiding probate, reducing estate taxes and ensuring your estate is distributed according to your wishes. We will also be discussing the differences between Wills and Living Trusts and which one may be appropriate for you. (1 session)

Instructor: Cason Leavitt is the Trust Director at Trust Lawyers, PLLC, a local law firm dedicated to educating and assisting individuals in their estate planning needs. Cason received his Bachelor of Science in Business Management at the University of Nevada, Las Vegas and his Juris Doctorate from Summit School of Law in Phoenix. Cason currently lives in Surprise with his wife and four children. He is an assistant scoutmaster for the local Boy Scout troop and is actively serving in his church teaching the youth.



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