8:00 AM: Business for Breakfast Panel, including Ken Morgan, Julie Dougherty, Mark Seleznov, Sinclair Noe, and special guest Russ Wiles, Personal Finance Editor for The Arizona Republic
This is a Q & A Session featuring some of the most influential figures on the show, including Julie Dougherty with Camelback Retirement Planners, Ken Morgan host of Business for Breakfast, Mark Seleznov with Seleznov Capital Advisors, special guest Russ Wiles, Personal Finance Editor of The Arizona Republic, and a special appearance by Sinclair Noe, former host on KFNN. Don't miss this chance to join the discussion.
9:00 AM: Where Are the Markets Now? - Gary Kaltbaum, Kaltbaum & Associates
Gary Kaltbaum is the host of the nationally syndicated radio show “Investor’s Edge” heard live each weekday on 1510 KFNN. Gary will go over what the markets are specifically telling us right now, as well as go through the past year’s crazy actions.
10:00 AM: The Good, The Bad, and the Ugly on Annuities - Wayne Kandas Certified Financial Planner™, Kandas Financial Group
Do you want peace of mind knowing you can never outlive your income in retirement years? Do you want to be able to pull income from your nest egg in your retirement years and not have to worry about decreasing your spending in market downturns? With so many different annuities out in the market place, how do you know which annuity is right for you? Come listen as Wayne dispels the myths and rumors of the annuity world and find out what is good, what is bad, and what is just plain ugly.
11:00 AM: Year in Review; the Year in Preview - Moe Ansari, Compak Asset Management
Moe will present a seminar on investing in this volatile market climate. Get his outlook for the economy, stocks, real estate, and interest rates and learn important strategies for managing your investments in these challenging times.
12:00 PM: Where are We, and Where are We Going? Greece Anyone? Bill Tatro, Biltmore Wealth Advisers
A rollicking hour spend analyzing the Keynesian world we live in and the impact on you and your money. Delvered by Bill Tatro as only he can. Don't miss it!
1:00 - 3:00 PM: Buckets of Money - How to Retire in Comfort and Safety - Ray Lucia, The Raymond J. Lucia Companies
This Buckets of Money® presentation by Ray Lucia will cover his retirement strategy and provide attendees with the opportunity to participate in a Q&A. The seminar will also cover how to use the strategy to design a retirement portfolio, as well as retirement income distribution strategies, suitable investment options for a retiree's portfolio, and strategies for tax managing a retirement portfolio.
3:00 - 4:00 PM: Retire and Stay Retired: Safe, Smart and Secure - Anil Vazirani and Phil Kavesh
Anil and Phil will be discussing multi-generational stretch IRA's and conservative investment strategies in these volatile times.