Take the first step toward reaching your Financial Goals


Get the information that can help you live a confident retirement.

Your Journey to Retirement Starts Today!

Join one of our Upcoming Classes at one of 5 West Valley College Campuses on:

Making the Most of Social Security:
One of the most important decisions you will make before you retire is when and how to claim Social Security benefits. Advance planning is essential, and the decisions you make now can have a tremendous impact on the total amount of benefits you stand to receive over your lifetime.

The 2020 SECURE Act and how it may impact you:
In December of 2019, The SECURE Act was signed in to law. Among its provisions are some sweeping changes to the way retirement accounts are handled upon the death of the account owner. This presentation will help explain the provisions of The SECURE Act, and how its passage may impact your retirement planning. Learn strategies to help maximize your retirement savings and potentially reduce taxes paid by your beneficiaries. Questions about RMD’s? This is the workshop to attend.

Tax-Savvy Retirement Strategies:
Information on how to help minimize taxes and keep more in retirement. Designed specifically for adults at a stage in life where complex decisions can have a profound impact, this class will provide insightful information on today’s latest legislation, how you could be affected, and strategies to create your own tax-efficient retirement.

Retirement Income Planning
Is your Retirement built to last as long as you will?
Learn sound financial strategies that may help you prepare for a successful retirement.

Attend a Complimentary Workshop at Oxford Retirement, Sun City, AZ on:
Trust, Wills & Estates
Medicare
End of Life Planning

UPCOMING WORKSHOPS:

All workshops are complimentary and require pre-registration to attend.
Please call Lexi at 623-933-9508 to attend.
Small group participation. Socially distant guidelines in place.

December 9
Maximizing Social Security Workshop
6:00 pm - 9:00 pm | Hilton Garden Inn Phoenix North Happy Valley
1940 W Pinnacle Peak Road
Phoenix, AZ 85027 United States
December 9
Taxes in Retirement Workshop
6:00 pm - 9:00 pm | Courtyard by Marriott Avondale
1650 N 95th Lane
Phoenix, AZ 85037 United States
December 12
Maximizing Social Security Workshop
9:00 am - 12:00 pm | Hilton Garden Inn Phoenix North Happy Valley
1940 W Pinnacle Peak Road
Phoenix, AZ 85027 United States
December 12
Taxes in Retirement Workshop
9:30 am - 11:30 am | Courtyard by Marriott Avondale
1650 N 95th Lane
Phoenix, AZ 85037 United States
January 20, 2021
Maximizing Social Security Workshop
6:00 pm - 9:00 pm | Ottawa University – Surprise Campus
15950 N Civic Center Plaza
Surprise, AZ 85374
January 20, 2021
Taxes in Retirement Workshop
6:00 pm - 9:00 pm | Arizona State University
4701 W Thunderbird Rd.
Glendale, 85306
January 23, 2021
Maximizing Social Security Workshop
9:00 am - 12:00 pm | Ottawa University – Surprise Campus
15950 N Civic Center Plaza
Surprise, AZ 85374
January 23, 2021
Taxes in Retirement Workshop
9:00 am - 12:00 pm | Arizona State University
4701 W Thunderbird Rd.
Glendale, 85306

UPCOMING SECURE ACT WORKSHOPS:

Check back later for upcoming workshops.

Rather meet One-on-one?

Schedule a meeting with a member of our team to create your financial strategy today.

Or give us a call at 866.854.1400