Workshops
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The IQ Wealth Retirement Academy
Class Topics:
Learn Retirement Planning Best Practices
Review Options for 401k/IRA Rollover
how top investors build wealth with dividends
Learn Estate Planning Essentials
Learn About the New Tax Laws for 2020
Review Options for Healthcare & Medicare
Get the Need-to-knows on Elder Law
See Smarter Financial Bucketing in Action
Speak Privately with Experts in Each Field
Space is Limited… Reserve Seats Now
Where and When
Date
Time
Class Length: About 2 Hours
Location
What Will Be Covered
Overview
Investment strategies, Medicare, Income Tax, Estate Planning, Elder Planning (Medicaid/ALTCS), Income planning, & 401k Rollover Strategies will be presented and discussed in detail.
In a purely educational, non-sales environment, attendees will learn current opportunities and potential errors in planning for their retirement. You will learn important tips on directing your personal estate. You will learn about protecting a spouse or parent from bankruptcy with proper and legal Medicaid/ALTCS planning. You will learn factual details about investments, annuities, dividend strategies, and how to sort out fact from fiction on the internet.
Format
Each speaker will present the most important aspects of their topic in the current financial, tax, and legal environments. After presentations from our speakers, there will be an open Q & A forum
Reservations
We expect a full house, therefore seating is limited. Reservations in advance are required for admission. Please register on this page, or call Barb: (480) 902-3333. (Feel free to leave message if Barb is on the other line.) Thank you.
Workshop Notes
- This event will be most beneficial for those considering retirement or already retired with investable assets of $200,000 or more
- This workshop is pure education–nothing will be sold.
- A Q & A to provide open interaction with experts and attendees will be held. There will be opportunities to ask questions one-on-one as well.
- Plenty of free parking.
- Great location in Old Town Scottsdale–easy in, easy out with beautiful surroundings. The museum has a presentation area that is spacious, enjoyable, and comfortable
- Admission is free with reservation, $35 per person at the door without a reservation.

Shelley Grandidge
Medicare and Pre-medicare Health Insurance Expert

Nick Stefaniak
CPA, MTAX

Libby Banks, J.D.
Estate Planning Attorney

Caleb Lihn, J.D., LL.M.
Elder Law Attorney

Steve Jurich, AIF®
- Accredited Investment Fiduciary®
- Scottsdale Financial Planner
- Kiplinger® Contributor
- Host of Popular Radio Show “Mastering Money”.
- Listen to Steve Monday-Friday at 8am or 11am on 1510 AM or 105.3 FM

Space is Limited… Reserve Seats Now
Who We Are
Who We Serve
SPACE IS LIMITED, CONFIRMED RESERVATION REQUIRED
To lock in your spot, please call Barb at (480) 902-3333 or register on this page–Barb will call you to confirm. Thank you–see you there!!
If in the meantime, you would like a FREE in-office consultation with Steve, simply call Barb or fill in your reply on this page.
We will be back in touch with you promptly. Thank you for your interest and we look forward to serving you like family.