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.

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 

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.

• 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.