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Meet with Scottsdale Financial Planner Steve Jurich - (480) 902-3333 Schedule Online
Schedule Online | Scottsdale Financial Planner Steve Jurich | (480) 902-3333

Financial Planning Classes For Adults

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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Academy

The IQ Wealth Retirement Academy

Workshop 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

Thursday December 5, 2019

6:15 to 6:30 PM Arrival
Worshop begins 6:30  Class Length: About 2 Hours, with a break

ASU Scottsdale Innovation Center

1475 N Scottsdale Road, Scottsdale, AZ 85257

ASU estate planning workshop

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

Overview

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.

Format

A classroom environment with time for Q & A

Reservations

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.

Workshop Notes

  • 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:

Shelley Grandidge

Shelley Grandidge

Medicare and Pre-medicare Health Insurance Expert

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Nick Stefaniak

CPA, MTAX

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Libby Banks, J.D.

Estate Planning Attorney

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Caleb Lihn, J.D., LL.M.

Elder Law Attorney

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Steve Jurich - IQ Wealth (June 2018 Update) - Web Square

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
Want the tips for the best annuities in Scottsdale and Phoenix? Tune into Money Radio!

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.

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