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:

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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.

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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.

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Learn About the New Tax Laws for 2020

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

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Review Options for Healthcare & Medicare

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

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Get the Need-to-knows on Elder Law

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

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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

Reserve Seats

Where and When

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Date

TBD

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Time

Class Length: About 2 Hours

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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.