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, 2024Location: Cooper's Hawk Winery & Restaurant
7361 E Frank Lloyd Wright Blvd, Scottsdale, AZ 85260Many 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.
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How to calculate the true fees and expenses on your annuity contract.
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How to evaluate your annuity and determine if it is the right one for you.
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The annuity sales pitches and “scare tactics” to look out for.
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and more.
Visit https://www.yoursvp.com/ with code QUTMAV to register today!
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September 25, 2024 (1 event)
September 25, 2024Location: Cooper's Hawk Winery & Restaurant
7361 E Frank Lloyd Wright Blvd, Scottsdale, AZ 85260Many 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)
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October 24, 2024Location: Liberty Station Conference Center - Room 201
2600 Laning Road, San Diego, CA 92106Ample 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)
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October 26, 2024Location: Liberty Station Conference Center - Room 201
2600 Laning Road, San Diego, CA 92106Ample 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!