Reserve your seats now for the next IQ Wealth Educational Workshop.
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Next Workshop: Estate Planning and You
Thursday, December 5th, 2019.
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Speak Privately with Experts in Each Field
This is your chance to ask your questions. No pressure or obligations, we're here to help!
Space is Limited... Reserve Seats Now
Where and When
ASU Innovation Center
1475 N Scottsdale Road
Scottsdale, AZ 85257
For Directions Call Barb at (800) 551-8994
Whether a few days before the event or on the way there, if you get lost, give Barb a call.
What Will Be Covered
In a purely educational, non-sales environment, attendees will learn tax saving estate planning techniques that are fully in line with the IRS. You will learn important tips on directing your personal estate and how to coordinate financial planning with estate planning.
A classroom environment with time for Q & A
Reservations have been brisk, so we recommend an early RSVP as seating is limited. Reservations in advance are required for admission. Please register on this page, or call Barb: (480) 902-3333. (Feel free to leave message if Barb is on the other line.) Thank you.
- This event will be most beneficial for those considering retirement or already retired with investable assets of $200,000 or more. We are discussing ways of protecting and transferring family assets.
- This workshop is pure education--nothing will be sold.
- A Q & A to provide open interaction with experts and attendees will be held. There will be opportunities to ask questions one-on-one as well.
- Plenty of free parking.
- Great location at the Sky Song development in Scottsdale just north of ASU
Accredited Investment Fiduciary® Steve Jurich will be teaching the class. Other instructor/members of the IQ Wealth Retirement Academy may also be on hand:
Steve Jurich, AIF®
- Accredited Investment Fiduciary®
- Scottsdale Financial Planner
- Kiplinger® Contributor
- Host of Popular Radio Show "Mastering Money".
- Listen to Steve Monday-Friday at 8am or 11am on 1510 AM or 105.3 FM
Secure Your Seats... Reserve Now
Who We Are
Who We Serve
SPACE IS LIMITED, CONFIRMED RESERVATION REQUIRED
To lock in your spot, please call Barb at (480) 902-3333 or register on this page--Barb will call you to confirm. Thank you--see you there!!
If in the meantime, you would like a FREE in-office consultation with Steve, simply call Barb or fill in your reply on this page.
We will be back in touch with you promptly. Thank you for your interest and we look forward to serving you like family.
Get access to our helpful retirement kit, which includes three guides that address topics you should consider when planning your retirement.