The mission of the Financial Education SIG is to provide information and share experiences in the area of personal financial matters. The goal is to provide members with the knowledge to take a more active and informed role in their own financial affairs.
The MONTHLY SEMINAR features presentations by industry professionals on a wide variety of current financial subjects.
The INVESTING WORKSHOP is held twice/month and provides members an opportunity to ask questions, share experiences, and discuss all things financial.
The SIG does not provide financial advice or invest money.
Financial Education SIG SeminarGuest Speaker: Les Gum of HealthMarkets Insurance Agency
Topic: "Medicare Choices"
Financial Education SIG SeminarGuest Speaker: Milo Milosovich of Independent Wealth and Insurance Services
Topic: "Taxes in Retirement"
Financial Websites and Applications
Financial Education Seminar
Speaker: Tara Lara of Fiduciary Financial Services Inc.
Location: The Chaparral Center, 19745 N. Remington Drive,
Surprise, AZ 85374 -- 623-546-7508
Mailing Address: 19753 N. Remington Drive, Surprise AZ 85374