Futurity First of Southern Arizona, Your Tucson Team
Everything You Need to Know About Retirement

Upcoming Workshops

In Person Medicare Workshops

Retirement Income Planning Workshop

A 60 -minute educational program preparing you with the financial basics of retirement planning.

Seating is limited.

Register today for your free seats! 520-668-9662

Offered at our office for your convenience

4400 E Broadway Blvd, Suite 712 Tucson, AZ 85711

 

Tuesday July 9th – 11:00 AM
FUTURITY FIRST – TUCSON OFFICE:
4400 E Broadway Blvd, Suite 712, Tucson, AZ 85711

Tuesday July 9th – 6:00 PM
FUTURITY FIRST – TUCSON OFFICE:
4400 E Broadway Blvd, Suite 712, Tucson, AZ 85711

Tuesday July 23rd – 11:00 AM
MARRIOTT COURTYARD – TUCSON
AIRPORT:
2505 East Executive Drive, Tucson, AZ 85756

Tuesday July 23rd – 6:00 PM
MARRIOTT COURTYARD – TUCSON
AIRPORT:
2505 East Executive Drive, Tucson, AZ 85756

Tuesday August 13th – 11:00 AM
FUTURITY FIRST – TUCSON OFFICE:
4400 E Broadway Blvd, Suite 712, Tucson, AZ 85711

Tuesday August 13th – 6:00 PM
FUTURITY FIRST – TUCSON OFFICE:
4400 E Broadway Blvd, Suite 712, Tucson, AZ 85711

Tuesday August 20th – 11:00 AM
HILTON EL CONQUISTADOR:
10000 N Oracle Rd, Tucson, AZ 85704

Tuesday August 20th – 6:00 PM
HILTON EL CONQUISTADOR:
10000 N Oracle Rd, Tucson, AZ 85704

Virtual Medicare Workshops

Wednesday July 10th – 12:00 PM
Virtual (video conference) Workshop

Wednesday July 24th – 12:00 PM
Virtual (video conference) Workshop

Wednesday August 14th – 12:00 PM
Virtual (video conference) Workshop

Wednesday August 21st – 12:00 PM
Virtual (video conference) Workshop

Retirement Planning Workshops

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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?
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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, July 16th
Tuesday, September 17th

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

Upcoming Medicare Workshops

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 July 9th – 11:00 AM
FUTURITY FIRST – TUCSON OFFICE:
4400 E Broadway Blvd, Suite 712, Tucson, AZ 85711

Tuesday July 9th – 6:00 PM
FUTURITY FIRST – TUCSON OFFICE:
4400 E Broadway Blvd, Suite 712, Tucson, AZ 85711

Wednesday July 10th – 12:00 PM
Virtual (video conference) Workshop

Tuesday July 23rd – 11:00 AM
MARRIOTT COURTYARD – TUCSON
AIRPORT:
2505 East Executive Drive, Tucson, AZ 85756

Tuesday July 23rd – 6:00 PM
MARRIOTT COURTYARD – TUCSON
AIRPORT:
2505 East Executive Drive, Tucson, AZ 85756

Wednesday July 24th – 12:00 PM
Virtual (video conference) Workshop

Tuesday August 13th – 11:00 AM
FUTURITY FIRST – TUCSON OFFICE:
4400 E Broadway Blvd, Suite 712, Tucson, AZ 85711

Tuesday August 13th – 6:00 PM
FUTURITY FIRST – TUCSON OFFICE:
4400 E Broadway Blvd, Suite 712, Tucson, AZ 85711

Wednesday August 14th – 12:00 PM
Virtual (video conference) Workshop

Tuesday August 20th – 11:00 AM
HILTON EL CONQUISTADOR:
10000 N Oracle Rd, Tucson, AZ 85704

Tuesday August 20th – 6:00 PM
HILTON EL CONQUISTADOR:
10000 N Oracle Rd, Tucson, AZ 85704

Wednesday August 21st – 12:00 PM
Virtual (video conference) Workshop

Seats are limited, reserve your spot today!

Rest assured, we do not use your information for anything other than these workshops.

No spam, no solicitation, no cookies and no obligation. Just a seat at the table!