Our library of recorded classes give you the flexibility to learn at your own pace, from the comfort of your home. Covering key financial topics, these on-demand lessons provide the knowledge and tools you need to build a secure financial future. Watch whenever it suits you and take control of your financial journey today. For more information visit
www.FPFEAZ.org.
Are you in the market for a financial advisor? Do you know what type of advisor you are looking for? It is difficult to know who to trust in the “financial advising” world today. In this video, Scott walks through the different types of advisors and what to look for in each type. Depending on your age, your investment needs, etc., the type of advisor you choose may look differently than you thought.
Annuities are an extremely popular topic regarding financial and retirement planning. Scott aims to explain all the available annuities and clear up any misconceptions about purchasing an annuity.
This class is a necessity for all. In this day of rising interest rates and volatile markets, it has become extremely important to become tax efficient in retirement, to maximize what you have. We will review how current taxation works and explore the most common ways to save taxes in retirement. I promise this is not a dry boring tax class.
With volatile markets and rising interest rates, financially navigating retirement can be tricky. We will discover what is changing, why it is changing and how to position yourself for success in retirement.
Estate Planning is for everyone! Protect your heirs and your wealth with an organized and efficient estate plan.
8655 East Vía de Ventura
Suite F-127
Scottsdale, AZ 85258
141 S McCormick St, Suite 206H,
Prescott, AZ 86303
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Investment advisory services offered through Alphastar Capital Management, LLC ("Alphastar"), a SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. Fixed insurance products, tax planning services and recommendations regarding precious metals are offered through SES Services and Andorra Capital. Alphastar Capital Management, SES Services and Andorra Capital are separate and independent entities. Alphastar is not involved in the offer, recommendation, sale or management of commission-based fixed insurance products or precious metal products. SES Services offers insurance products through individuals licensed to sell insurance. Information regarding guaranteed returns or income streams refer only to fixed insurance products offered by SES Services and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar. Alphastar also does not provide tax or legal advice.
The content is developed from sources believed to be providing accurate information. This is for informational purposes only and is not intended as legal, tax or investment advice or a recommendation of any security, investment product or investment strategy to your individual situation. Please consult with SES Services, Andorra Capital and legal or tax professionals for specific information regarding your individual situation.
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