Venue
Courtyard by Marriott Scottsdale North
Courtyard by Marriott Scottsdale North, 17010 N Scottsdale Rd, Scottsdale, AZ 85255, USA

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Event Date Thu Nov 7 MST (about 5 years ago)
In your timezone (EST): Thu Nov 7 9:00pm - Fri Nov 8 12:00am
Location Courtyard by Marriott Scottsdale North
17010 N Scottsdale Rd, Scottsdale, AZ 85255, USA
Region Americas
Details

The content of our free seminars is focused on topics important to those planning for retirement or in retirement.

• Retirement Planning 101. Just getting started, this is a course that covers the basic issues we believe you should know for those nearing and in retirement.
• Cybersecurity for Retirees. Learn ways to protect yourself from the growing epidemic of identity theft, credit card fraud, phishing scams, and ruinous hacks.
• Medicare Basics. Learn about some common pitfalls before signing up for Medicare.
• Tax Planning Workshop. Develop a tax planning strategy and learn how the new tax rules can affect your retirement nest egg.
• Social Security Planning Workshop. Learn important ways to maximize your Social Security benefits.
• Generational Estate Planning. Find out about choosing the best options for transferring assets to the next generation to ensure they are cared for.