Futurity First of Southern Arizona, Your Tucson Team

Upcoming Workshops

For all workshop questions or to register please email Marilyn at: [email protected] or call her at 520-668-9662.

Seating is limited – please RSVP!

FREE, No Obligation, Medicare Workshops

For over 20 years, your Tucson Team has been advising people, just like you, on how to navigate the mysteries of Medicare and plan for a worry-free retirement. Thousands of retirees, including past employees of TUSD, Raytheon, The US Postal Service, Union Pacific Railroad, University of Arizona, The City of Tucson, and The State of Arizona have gone to your Tucson Team for their expertise in transitioning from group and individual health plans to Medicare. As Medicare brokers, your Tucson Team is knowledgeable about all the various available plan options.

For all workshop questions or to register please email Marilyn at: [email protected] or call her at 520-668-9662.

FREE 45-Minute Workshop – Everything you need to know about Medicare!
Seating is limited – please RSVP!

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.

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

Tucson Office:
4400 E Broadway Blvd, Suite 712 Tucson, AZ 85711

Courtyard: 
2505 E Executive Dr Tucson, AZ 85756

El Conquistador:
10000 N Oracle Rd Tucson, AZ 85704

Tuesday, February 4th, Tucson Office – 11AM
Tuesday, February 4th, Tucson Office – 6PM

Tuesday, February 18th, El Conquistador – 11AM
Tuesday, February 18th, El Conquistador – 6PM

Tuesday, March 4th, Tucson Office – 11AM
Tuesday, March 4th, Tucson Office – 6PM

Tuesday, April 1st, The Courtyard – 11AM
Tuesday, April 1st, The Courtyard – 6PM

Tuesday, April 15th, Tucson Office – 11AM
Tuesday, April 15th, Tucson Office – 6PM

Tuesday, April 29th, El Conquistador – 11AM
Tuesday, April 29th, El Conquistador – 6PM

Tuesday, May 13th, Tucson Office – 11AM
Tuesday, May 13th, Tucson Office – 6PM

Tuesday, May 27th, The Courtyard – 11AM
Tuesday, May 27th, The Courtyard – 6PM

Tuesday, June 3rd, Tucson Office – 11AM
Tuesday, June 3rd, Tucson Office – 6PM

Tuesday, June 17th, El Conquistador – 11AM
Tuesday, June 17th, El Conquistador – 6PM

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

Free, No Obligation, Retirement Planning Workshops

Picture2

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 you can 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?
Picture1

Course Outline

Part 1

  • Our process
  • What concerns retirees the most

Part 2

  • Today’s retirement landscape
  • Key retirement ages and decisions
  • Income gap

Part 3

  • Risks affecting your portfolio

Part 4

  • Sources of guaranteed income

Part 5

  • Elements of a retirement income plan
  • Make your money last a lifetime (or two)
  • Inflation fighting tools
  • How a simple plan can protect you from losing money or income in any market condition

4400 E Broadway Blvd, Suite 712 Tucson, AZ 85711

Tuesday, February 11th
Tuesday, March 25th
Tuesday, April 8th
Tuesday, May 20th
Tuesday, June 10th

All workshops begin at either 12:00 pm or 6:00 pm