Upcoming Workshops

Wednesday April 10th – 12:00 PM

Virtual (video conference) Workshop

Wednesday April 24th – 12:00 PM

Virtual (video conference) Workshop

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?

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

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

For all workshop questions or to register in person please email Marilyn at: [email protected] or call her at 520-668-9662
To Reserve your free seat — just fill out this form.

Tuesday March 26th – 11:00 AM

MARRIOTT COURTYARD – TUCSON

AIRPORT: 2505 East Executive Drive, Tucson, AZ 85756

Tuesday March 26th – 6:00 PM

MARRIOTT COURTYARD – TUCSON

AIRPORT: 2505 East Executive Drive, Tucson, AZ 85756

Tuesday April 9th – 11:00 AM

FUTURITY FIRST – TUCSON OFFICE: 4400 E Broadway Blvd, Suite 712, Tucson, AZ 85711

Tuesday April 9th – 6:00 PM

FUTURITY FIRST – TUCSON OFFICE: 4400 E Broadway Blvd, Suite 712, Tucson, AZ 85711

Wednesday April 10th – 12:00 PM

Virtual (video conference) Workshop

Tuesday April 23rd – 11:00 AM

HILTON EL CONQUISTADOR:

10000 North Oracle Road, Tucson, AZ 85704

Tuesday April 23rd – 6:00 PM

HILTON EL CONQUISTADOR:

10000 North Oracle Road, Tucson, AZ 85704

Wednesday April 24th – 12:00 PM

Virtual (video conference) Workshop