Upcoming Workshops

FREE, No Obligation, Medicare Workshops

Everything you need to know about Medicare!

We explain how Medicare works and what to expect with each of the plan options.

We will discuss the details of:

  • Medicare Parts A and B
  • Medicare Advantage Plans (Part C)
  • Prescription Drug Plans (Part D)
  • Medicare Supplements (Medigap)

Learn how to verify that your doctor accepts the plan and how to calculate your prescription costs for the year.

 

FREE 45-Minute Workshop

Individual workshops – available either on-line, by phone or in person.

FREE, No Obligation, Retirement Planning Workshops

Overview

This classroom course is focused on empowering you to make fact-based financial decisions. If you are wondering why the markets do what they do, seemingly without any rhyme or reason, this course is for you. Learn how to recognize the dangers in your financial plan and how to side-step their negative effects on your portfolio. Gain the confidence needed to move past daily market performance concerns and interest rates and enjoy retirement.

Answers to your important questions.

  • What’s really working on Wall Street and how can I avoid what’s not?
  • What does volatility mean to my portfolio?
  • How do I maintain my income no matter what happens in the market?
  • How can I avoid the pitfalls of variable annuities?
  • What isn’t my broker telling me about mutual funds?
  • How to insulate your 401(k), 403(b) from devastating market corrections?
  • How can you reduce management fees on your portfolio?
  • How can I make sure I never run out of money without putting all of my money into an annuity?

 

FREE 45-Minute Workshop

Individual workshops – available either on-line, by phone or in person.

DEC 9

11:00 AM

El Conquistador

10000 N Oracle Rd Tucson, AZ 85704

Reserve

DEC 9

6:00 PM

El Conquistador

10000 N Oracle Rd Tucson, AZ 85704

Reserve

DEC 14

11:00 AM

Courtyard

2505 E Executive Dr Tucson, AZ 85756

Reserve
Futurity First