Call Us Today At 623.299.9710

Retirement Planning and Investments

Call Us Today At 623.299.9710

Events & Seminars

We’re committed to helping you make informed decisions about your financial future. We invite all clients, referred guests and visitors to attend our events.

Upcoming Events

  • Tue
    24
    Sep
    2019

    Educational Event

    2:00 pm - 3:30 pmRioVista Recreation Center, Riverside Room - 8866 W Thunderbird Road, Peoria, AZ 85381
    In the past you may have attended a “free dinner” seminar, and you may not have been fully informed. We are here to help provide an in depth education to those that may need it most, retirees or those nearing retirement. We help you gain the knowledge necessary so you are empowered and enlightened.
    NO PRODUCT SALES - NO BIASED ADVICE - NO INVESTMENT PROPOSITIONS
    The IRS requires Required Minimum Distributions (RMDs) from your retirement accounts when you turn 70 ½ years old. They are complex and unforgiving rules. If you don’t follow their rules and laws, or make just one costly error the penalties can be serious and down-right painful if ignored.
    TOPICS TO BE DISCUSSED INCLUDE:
    • Formula for calculating RMDs and the tax implications
    • Required Dates to begin RMDs
    • Tax saving strategies including QCDs
    • Trusts as an IRA beneficiary
    • Options and required RMDs for INHERITED IRAs
    • Clarification of the 5 year rule for ROTHs

    Refreshments will be served.

    Register by phone at: (844) 452-3772 (Toll Free, 24 hours) or online at: www.youRSVP.com and enter code TUNYAM

  • Wed
    25
    Sep
    2019

    Educational Event

    2:00 pm - 3:30 pmRioVista Recreation Center, Riverside Room - 8866 W Thunderbird Road, Peoria, AZ 85381
    In the past you may have attended a “free dinner” seminar, and you may not have been fully informed. We are here to help provide an in depth education to those that may need it most, retirees or those nearing retirement. We help you gain the knowledge necessary so you are empowered and enlightened.
    NO PRODUCT SALES - NO BIASED ADVICE - NO INVESTMENT PROPOSITIONS
    The IRS requires Required Minimum Distributions (RMDs) from your retirement accounts when you turn 70 ½ years old. They are complex and unforgiving rules. If you don’t follow their rules and laws, or make just one costly error the penalties can be serious and down-right painful if ignored.
    TOPICS TO BE DISCUSSED INCLUDE:
    • Formula for calculating RMDs and the tax implications
    • Required Dates to begin RMDs
    • Tax saving strategies including QCDs
    • Trusts as an IRA beneficiary
    • Options and required RMDs for INHERITED IRAs
    • Clarification of the 5 year rule for ROTHs

    Refreshments will be served.

    Register by phone at: (844) 452-3772 (Toll Free, 24 hours) or online at: www.youRSVP.com and enter code TUNYAM

  • Tue
    01
    Oct
    2019

    Educational Event

    6:30 pm - 8:00 pmRioVista Recreation Center, Riverside Room - 8866 W Thunderbird Road, Peoria, AZ 85381
    In the past you may have attended a “free dinner” seminar, and you may not have been fully informed. We are here to help provide an in depth education to those that may need it most, retirees or those nearing retirement. We help you gain the knowledge necessary so you are empowered and enlightened.
    NO PRODUCT SALES - NO BIASED ADVICE - NO INVESTMENT PROPOSITIONS
    The IRS requires Required Minimum Distributions (RMDs) from your retirement accounts when you turn 70 ½ years old. They are complex and unforgiving rules. If you don’t follow their rules and laws, or make just one costly error the penalties can be serious and down-right painful if ignored.
    TOPICS TO BE DISCUSSED INCLUDE:
    • Formula for calculating RMDs and the tax implications
    • Required Dates to begin RMDs
    • Tax saving strategies including QCDs
    • Trusts as an IRA beneficiary
    • Options and required RMDs for INHERITED IRAs
    • Clarification of the 5 year rule for ROTHs

    Refreshments will be served.

    Register by phone at: (844) 452-3772 (Toll Free, 24 hours) or online at: www.youRSVP.com and enter code TUNYAM

  • Wed
    09
    Oct
    2019

    Beneficiary Blunders

    1:00 pm - 2:30 pmThe Park at Surprise - 14630 W. Parkwood Dr., Surprise AZ 85374, 480-793-9165

    When was the last time you updated your beneficiary information? Have you remarried or divorced? Does a beneficiary to your Will or Trust override a beneficiary to your IRA, 401k or other contracts? Should you make your Trust the beneficiary to your retirement accounts? What is an IRA Trust and when should a person consider using one? What does ‘per stirpes’ mean and what difference does it make to your heirs? Uncle Sam is NOT a relative – do you really want a large portion of your retirement accounts unnecessarily going to taxes?

    Door Prize & Light Refreshments Served.

    Register online at www.keystonegroupaz.com OR Email team@keystonegroupaz.com OR Call 623-299-9710

  • Thu
    10
    Oct
    2019

    2019 Quarterly Book Club - Braving the Wilderness by Brené Brown

    6:00 pm - 8:00 pmKeystone Capital Management Group - 7055 W. Bell Road, Suite 12 Glendale, AZ 85308

    Pamela B Prine and Kimberle Dyer of Keystone Capital Management Group, LLC, are excited to host the

    2019 Quarterly Book Club!

    Our chosen book for the 4th quarter is Braving the Wilderness by Brené Brown.

    ONE SESSION ONLY

    About Braving the Wilderness by Brené Brown

    #1 NEW YORK TIMES BESTSELLER • A timely and important new book that challenges everything we think we know about cultivating true belonging in our communities, organizations, and culture, from the #1 bestselling author of Rising Strong, Daring Greatly, and The Gifts of Imperfection

    This book talks about finding true belonging, something that is hard to do in this world. Braving the Wilderness was only published at the end of 2017 so Brené Brown refers to recent world events, culture and society. This is as much a guide to dealing with the current negativity, lack of integrity and fake news and political lies as it is about finding true belonging. It talks about how to deal with it and how to stay connected in a positive healthy way.

    The section headings are advice on their own:

    • People are hard to hate close up. Move in.
    • Speak truth to bullshit. Be civil.
    • Hold hands. With strangers.
    • Strong back. Soft front. Wild Heart.

    I would recommend this book to anyone struggling in today’s world and trying to find a way to cope with the overwhelming amount of noise it creates in our day to day lives.

About Our Seminars

At Keystone Capital Management Group, we hold informational seminars for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management. Often, our seminars include guest speakers and special activities, as well as take-home materials. We strive to keep you up to date on issues that matter to you, your family and your financial well-being. Whenever you attend a seminar, feel free to schedule a one-on-one, no-obligation meeting.