Events in October–November 2024

Monday Tuesday Wednesday Thursday Friday Saturday Sunday
September 30, 2024

October

October 1, 2024
October 2, 2024
October 3, 2024
October 4, 2024
October 5, 2024
October 6, 2024
October 7, 2024
October 8, 2024
October 9, 2024
October 10, 2024
October 11, 2024
October 12, 2024
October 13, 2024
October 14, 2024
October 15, 2024
October 16, 2024
October 17, 2024
October 18, 2024
October 19, 2024
October 20, 2024
October 21, 2024
October 22, 2024
October 23, 2024
October 24, 2024(1 event)

6:30 pm: EDUCATIONAL WORKSHOP - MAXIMIZING SOCIAL SECURITY

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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.

REGISTER HERE TODAY!
October 25, 2024
October 26, 2024(1 event)

10:00 am: EDUCATIONAL WORKSHOP - MAXIMIZING SOCIAL SECURITY

–
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.

REGISTER HERE TODAY!
October 27, 2024
October 28, 2024(1 event)

6:30 pm: Annuities Dinner Workshop: The Good, The Bad and The Truth


October 28, 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.

REGISTER HERE TODAY!
October 29, 2024
October 30, 2024
October 31, 2024(1 event)

6:30 pm: Annuities Dinner Workshop: The Good, The Bad and The Truth


October 31, 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.

REGISTER HERE TODAY!

November

November 1, 2024
November 2, 2024
November 3, 2024
November 4, 2024
November 5, 2024
November 6, 2024
November 7, 2024
November 8, 2024
November 9, 2024(1 event)

10:00 am: EDUCATIONAL WORKSHOP - MAXIMIZING SOCIAL SECURITY

–
November 9, 2024

Location: Holland Community Center
34250 N 60th St. Bldg B, Scottsdale, AZ 85266

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.

REGISTER HERE TODAY!
November 10, 2024
November 11, 2024
November 12, 2024
November 13, 2024(1 event)

6:30 pm: EDUCATIONAL WORKSHOP - MAXIMIZING SOCIAL SECURITY

–
November 13, 2024

Location: Tatum Ranch Community Center
29811 N. Tatum Blvd., Cave Creek, AZ 85331

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.

REGISTER HERE TODAY!
November 14, 2024
November 15, 2024
November 16, 2024
November 17, 2024
November 18, 2024
November 19, 2024
November 20, 2024
November 21, 2024
November 22, 2024
November 23, 2024
November 24, 2024
November 25, 2024
November 26, 2024
November 27, 2024
November 28, 2024
November 29, 2024
November 30, 2024

December

December 1, 2024