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
    18
    Jun
    2019

    Estate Organization

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

    Estate Organization

    Is getting your paperwork organized on your “To Do” list? An organized estate is more than signed documents filed away in a file cabinet or in a leather binder on the shelf. You will learn what information is important to keep and to have available for your family. We will provide several samples of binders that you might consider.   Join us in a discussion on overcoming common Trust and Will issues.

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

  • Tue
    25
    Jun
    2019

    I'd Rather Die Than Talk About Life Insurance

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

    I'd Rather Die Than Talk about Life Insurance

    Come learn about the need for a life insurance audit and what information it will provide. This class will review the different types of life insurance policies and how they can meet your needs.  We will review the life insurance offered by Employers, Financial Institutions, and from TV ads.  You will learn how to evaluate policies, their options and discuss common pitfalls.

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

  • Tue
    02
    Jul
    2019

    Charitable Giving Under the New Trump Tax Law

    10:00pm - 12:00pmRio Salado College 12535 W Smokey Drive

    Registration is Required By March 19th:   http://www.riselearning.org/course_classes

    Call us at 623.299.9710

    Email team@keystonegroupaz.com for registration information

    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.

  • Thu
    11
    Jul
    2019

    Keystone Book Club

    6:00 pm7055 W Bell Road, Suite 12 Glendale Arizona

    Everybodys Exceptional Book Club Flyer

    CLICK Title above to view flyer.

    We have books available in the office for $14.00.

    We’re excited to announce our choice for the upcoming July Book Club night – EVERYBODY’S EXCEPTIONAL, INCLUDING YOU – by local author Susanne V. Brown. She will be at the event and give us her insight on the book. It will be a night you won’t want to miss!

    I recently saw the movie ‘Breakthough’. I highly recommend it and I think it ties right in to the book. Our experiences might not be as obvious as the miracle in the movie but I think it will prepare our minds as we explore Suzanne’s perspective on the “Exceptional Human Experiences”! We look forward to seeing all of you there and making this night an ‘exceptional experience’.

    SAVE THE DATE  July 11th and plan now to attend!!

    All the details are on the attached flyer!!

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.