Reserve your seats now for the IQ Wealth Retirement Academy Workshop. This two hour class will feature 5 experienced planning professionals addressing each aspect of a well built retirement and estate plan.
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Next Class: Saturday October 26, 2019.
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The IQ Wealth Retirement Academy
October 26th Class Topics
Learn Retirement Planning Best Practices
There are a few concepts necessary to any secure and personalized retirement plan.
Review Options for 401k/IRA Rollover
A review of the multitude of retirement income options available to modern retirees.
Find Dividend Growth Investment Options
An in-depth look at the Black Diamond Dividend portfolio and the concept of dividend investing.
Learn Estate Planning Essentials
Learn about estate planning and the protection that it provides to you and your heirs.
Learn About the New Tax Laws for 2020
Are you prepared? Make sure you know how your assets and income are affected!
Review Options for Healthcare & Medicare
Review the healthcare options available for both pre-medicare and medicare.
Get the Need-to-knows on Elder Law
Make sure that you are protected and prepared for each possible contingency.
See Smarter Financial Bucketing in Action
An advanced overview of IQ Wealth Management's Smarter Bucketing System.
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
Scottsdale Museum of Contemporary Art (SMOCA)
7374 East Second Street
Scottsdale, AZ 85251
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
Investment strategies, Medicare, Income Tax, Estate Planning, Elder Planning (Medicaid/ALTCS), Income planning, & 401k Rollover Strategies will be presented and discussed in detail.
In a purely educational, non-sales environment, attendees will learn current opportunities and potential errors in planning for their retirement. You will learn important tips on directing your personal estate. You will learn about protecting a spouse or parent from bankruptcy with proper and legal Medicaid/ALTCS planning. You will learn factual details about investments, annuities, dividend strategies, and how to sort out fact from fiction on the internet.
Each speaker will present the most important aspects of their topic in the current financial, tax, and legal environments. After presentations from our speakers, there will be an open Q & A forum
We expect a full house, therefore 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
- 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 in Old Town Scottsdale--easy in, easy out with beautiful surroundings. The museum has a presentation area that is spacious, enjoyable, and comfortable
- Admission is free with reservation, $35 per person at the door without a reservation.
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.