Workshops/Webinars

See Individual Events Below For Additional Details And To Register

WE LOOK FORWARD TO MEETING YOU!

Hosted by Tushaus Wealth Management, our workshops and webinars are offered complimentary to our community. Stay informed about our specialty services and learn more about retirement options by joining us at one of our financial workshops and webinars. Call today or click on a date below to get started in reserving your seat for one of our upcoming events.

LIVE EVENTS

Events in September–October 2024

  • September 23, 2024 (1 event)


    September 23, 2024

    Location: Cooper's Hawk Winery & Restaurant
    7361 E Frank Lloyd Wright Blvd, Scottsdale, AZ 85260

    Many investors have relied upon annuities to provide safety for their investment portfolios and what most of them don’t realize are the potential consequences this can have. These products can be difficult to understand and all too often, misrepresented by the salesperson. This meeting will teach you all the critical “must-knows” about these complicated products.
    You will learn:
    • The annuity language and the costs involved – caps, spreads, margins, participation rates, bonus and surrender charges.
    • How to calculate the true fees and expenses on your annuity contract.
    • How to evaluate your annuity and determine if it is the right one for you.
    • The annuity sales pitches and “scare tactics” to look out for.
    • and more.

    Visit https://www.yoursvp.com/ with code QUTMAV to register today!

  • September 25, 2024 (1 event)


    September 25, 2024

    Location: Cooper's Hawk Winery & Restaurant
    7361 E Frank Lloyd Wright Blvd, Scottsdale, AZ 85260

    Many investors have relied upon annuities to provide safety for their investment portfolios and what most of them don’t realize are the potential consequences this can have. These products can be difficult to understand and all too often, misrepresented by the salesperson. This meeting will teach you all the critical “must-knows” about these complicated products.
    You will learn:
    • The annuity language and the costs involved – caps, spreads, margins, participation rates, bonus and surrender charges.
    • How to calculate the true fees and expenses on your annuity contract.
    • How to evaluate your annuity and determine if it is the right one for you.
    • The annuity sales pitches and “scare tactics” to look out for.
    • and more.

    Visit https://www.yoursvp.com/ with code QUTMAV to register today!

  • October 24, 2024 (1 event)

    –
    October 24, 2024

    Location: Liberty Station Conference Center - Room 201
    2600 Laning Road, San Diego, CA 92106

    Ample parking in the parking lot in front of the conference center. Maximum capacity for the room: 42 people.

    Topics covered:

    • Complexities of the Social Security system and why it’s crucial to make the right claiming decisions.
    • Role Social Security plays in your overall retirement income and the importance of getting the most out of your benefit.
    • Monetary consequences and benefits of claiming early versus delaying.
    • Key spousal decisions and benefits surrounding marriage, divorce and death.
    • How Social Security is structured to help combat inflation but can potentially add to your tax liabilities in retirement.

    Registration link coming soon!

  • October 26, 2024 (1 event)

    –
    October 26, 2024

    Location: Liberty Station Conference Center - Room 201
    2600 Laning Road, San Diego, CA 92106

    Ample parking in the parking lot in front of the conference center. Maximum capacity for the room: 42 people.

    Topics covered:

    • Complexities of the Social Security system and why it’s crucial to make the right claiming decisions.
    • Role Social Security plays in your overall retirement income and the importance of getting the most out of your benefit.
    • Monetary consequences and benefits of claiming early versus delaying.
    • Key spousal decisions and benefits surrounding marriage, divorce and death.
    • How Social Security is structured to help combat inflation but can potentially add to your tax liabilities in retirement.

    Registration link coming soon!

UPCOMING EVENTS

RSVP Today!

ON-DEMAND WEBINARS 

Misconceptions About Annuities - On-Demand Webinar

Learn from Blair Tushaus, Partner and Chief Investment Officer of Tushaus Wealth Management, as he discusses various types of annuities, advantages and disadvantages, and how you can be reviewing old annuities.

College is one of the most expensive things a person ever pays for, and prospective students rarely have the resources to pay for it all outright. Luckily, a combination of savings, grants, and loans can often come together to fund the education a student needs. This webinar addresses expenses to expect, grants and scholarships, student loans, and savings. Julia Tushaus, college counselor, and Chase Tushaus, financial advisor, present. Both prospective college students and their parents will benefit from this informative webinar.

When it’s time for a graduating student to choose a college, it can be hard to narrow down the most important factors. The student and their family may have slightly different priorities, both of which are important. This webinar addresses factors like student interest, chances of acceptance, and financing. Julia Tushaus, college counselor, presents. She’s passionate about helping students find their perfect school, and helps students and parents understand the factors to use in making a decision.

Many students and parents assume applying for college is difficult and burdensome, but it doesn’t have to be if it’s managed right. This webinar addresses how to get started, student and parent responsibilities, and a timeline for getting everything done. Julia Tushaus, a college counselor, presents. As someone who’s helped countless high school students choose and apply to colleges, she has valuable insights for both parents and students.

Parenthood is a new frontier, and the challenges keep shifting as time goes by. How can parents prepare for each milestone before it comes? This webinar addresses preschool readiness, college planning, insurance, and retirement planning. In this panel webinar, we pull together three different experts: Debbie Elder, education expert; Chase Tushaus, investment advisor; and Nguyen Tran, financial advisor. Both new and seasoned parents will find something to learn in this webinar.

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