Call Us Today At 623.299.9710

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
    22
    Jan
    2019

    IS YOUR ESTATE IN ORDER?

    1:30 - 3:00Benevilla 16752 N Greasewood Street, Surprise, Arizona 85378

  • Mon
    28
    Jan
    2019

    RISE Learning for Life

    1:00 - 3:00Rio Salado College, Surprise 12535 W Smokey Drive, Surprise, AZ

    Navigating IRA/ROTH IRA Distributions

    This class will review the IRS regulations associated with IRA/Roth IRA Distributions and Required Minimum Distributions (RMD). You will learn the formula for calculating the annual distribution and the impact on taxes.  The Roth IRA 5-year rule will be reviewed in detail.  The distribution deadlines and penalties for not completing the distributions will be provided.  Join us in an educational and enjoyable discussion about the strategies involved in converting an IRA account to a Roth IRA.

    RISE Learning to Register: http://www.riselearning.org/course_classes  or call 480-377-4262

  • Fri
    01
    Feb
    2019

    RISE Learning for Life

    1:00 - 3:00Rio Salado College, Surprise 12535 W Smokey Drive, Surprise, AZ

    Beneficiary Blunders

    When was the last time you updated your beneficiary information?  When does a beneficiary designation override the designated beneficiary in a Will or Trust?  Uncle Sam is NOT a relative – do you really want a large portion of your retirement accounts go to go him anyway?  What does ‘per stirpes’ mean and what difference would it make to your beneficiaries?  Join us as we answer these and more questions as we go through a beneficiary audit and discuss key information to help you avoid dangerous designations!

    RISE Learning to Register: http://www.riselearning.org/course_classes  or call 480-377-4262

  • Fri
    08
    Feb
    2019

    RISE Learning for Life

    10:00 - 12:00Rio Salado College, Surprise 12535 W Smokey Drive, Surprise, AZ

    Understanding Market Corrections

    We’ve been in the second longest bull run in history. However, the market just reminded us that volatility can unexpectedly rear its head with a vengeance.  When that happens, it’s difficult to keep emotions in check.  The media can use it as a tool to boost ratings, with headlines that create hysteria.  Sit back, breath, and let’s take refresher course in Understanding Market Corrections.  It’s normal to worry.....we would rather you let us worry for you.  Let’s start by talking.  We’ll share tips on how to stay on your ‘best financial behavior’ during volatile times as we face the certainty of uncertainty.

    RISE Learning to Register: http://www.riselearning.org/course_classes  or call 480-377-4262

  • Mon
    11
    Feb
    2019

    RISE Learning for Life

    1:00 - 3:00Rio Salado College, Surprise 12535 W Smokey Drive, Surprise, AZ

    SOS (Save Our Souls) of Social Security

    This class will take you through the process of when to file for your social security benefits. It will provide a road map for maximizing your benefits with the Social Security Administration.  Learn why it is important to establish an online account with the social security administration.

    RISE Learning to Register: http://www.riselearning.org/course_classes  or call 480-377-4262

  • Wed
    13
    Feb
    2019

    Adult Education Class

    9:00 am13815 W Camino Del Sol, Sun City West, AZ 85375

    Charitable Giving Under the New Trump Tax Law

    The goal of the class is to review the changes to charitable giving under the new Trump Tax Law. Now that the standard deduction has been significantly increased, is there still the saving incentive for charitable giving?  You will learn about Qualified Charitable RMD Distributions.  Join us as we discuss options for benefits from charitable giving.

    PORA Adult Learning

    Contact to register

    623-242-6864 www.poraadultlearning.org
  • Fri
    15
    Feb
    2019

    RISE Learning for Life

    10:00 - 12:00Rio Salado College, Surprise 12535 W Smokey Drive, Surprise, AZ

    Should I Pay Off My Mortgage

    Is it advantageous to pay off my home mortgage? Do I have enough guaranteed income to pay a mortgage?  If I need long-term care, can I still afford my mortgage payment?  “SALT” is a new buzz word – does it impact Real Estate?  Are home equity loans still a good idea?  Does refinancing still make sense?   If you have asked yourself any of these questions lately, join us for an informative presentation that includes insight from a Mortgage Loan Officer and a Financial Advisor.

    RISE Learning to Register: http://www.riselearning.org/course_classes  or call 480-377-4262

  • Fri
    22
    Mar
    2019

    Adult Education Class

    11:00 am13815 W Camino Del Sol, Sun City West, AZ 85375

    Annuities - The Devil is in the Details

    As Financial Advisors, we see the aftermath of the ‘unintended consequences’ of those who ‘don’t know what they don’t know’. Join us as we discuss how to avoid common pitfalls surrounding annuities.  What’s the difference between a Living Benefit and Annuitization?  What if you can protect your principle from market loss?  What are the real fees you are paying?

    PORA Adult Learning

    Contact to register

    623-242-6864 www.poraadultlearning.org

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.