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Workshops

Financial Planning Classes For Adults
Reserve your seats now for the IQ Wealth Retirement Academy Workshop. This two hour class will feature 5 experienced planning professionals addressing each aspect of a well built retirement and estate plan.

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The IQ Wealth Retirement Academy

Class Topics:

Learn Retirement Planning Best Practices

There are a few concepts necessary to any secure and personalized retirement plan.
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Review Options for 401k/IRA Rollover

A review of the multitude of retirement income options available to modern retirees.

how top investors build wealth with dividends

An in-depth look at the Black Diamond Dividend portfolio and the concept of dividend investing.
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Learn Estate Planning Essentials

Learn about estate planning and the protection that it provides to you and your heirs.

Learn About the New Tax Laws for 2020

Are you prepared? Make sure you know how your assets and income are affected!

Review Options for Healthcare & Medicare

Review the healthcare options available for both pre-medicare and medicare.

Get the Need-to-knows on Elder Law

Make sure that you are protected and prepared for each possible contingency.

See Smarter Financial Bucketing in Action

An advanced overview of IQ Wealth Management’s Smarter Bucketing System.
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Speak Privately with Experts in Each Field

This is your chance to ask your questions. No pressure or obligations, we’re here to help!

Space is Limited… Reserve Seats Now

Where and When

Date

TBD
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Time

Class Length: About 2 Hours

Location

TDB

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.