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

  • Wed
    20
    Mar
    2019

    Charitable Giving Under the New Trump Tax Law

    1:00pm - 3:00pmRio 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.

  • 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
  • Wed
    27
    Mar
    2019

    Estate Organization

    1:00pm - 3:00pmRio 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

    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 the benefits of a properly organized estate.

  • Thu
    11
    Apr
    2019

    April Book Club

    6:00 pmKeystone Capital Group, 7055 W Bell Road, Suite 12 Glendale AZ 85308

    5 Second Rule Book Club Flyer

    Looking forward to seeing you at this quarterly book club.  Click on flyer for the details.

  • Wed
    17
    Apr
    2019

    Navigating IRA/ROTH IRA Distributions & RMD's

    9:00 amCorte Bella Golf Course - Bella Stanza Room

    Free Event with Refreshments - SEATING IS LIMITED

    Click here for more details:  Navigating IRA ROTH IRA 04172019

    Registration is Required By April 12th:https://keystonegroupaz.com/events/

    Call us at 623.299.9710

    Email team@keystonegroupaz.com to register as well.

    Navigating IRA/ROTH IRA Distributions & RMD's (Required Monthly 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.

     

     

     

  • Wed
    15
    May
    2019

    SOS - Strategies To Optimize Your Social Security Benefits

    9:00 amCorte Bella Golf Course - Bella Stanza Room

    Free Event with Refreshments - SEATING IS LIMITED

    Click here for more details:    SOS Strategies to Optimize 05152019

    Registration is Required By May 10th:     https://keystonegroupaz.com/events/

    Call us at 623.299.9710

    Email team@keystonegroupaz.com to register as well.

    SOS - Strategies To Optimize YOUR Social Security Benefits

    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.

     

     

     

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.