WOW Me! - Women on Wealth Management Education Keystone Capital Management Group
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- Economía y empresa
Everything you wanted to know about financial planning but were afraid to ask!
The all-women team at Keystone Capital Management Group wants to empower you to lay the foundation to your financial success.
The best time to start preparing for your retirement is NOW! So . . . What's Your Question? If you don't ask, you'll never know!!
Email us at team@keystonegroupaz.com and we'll answer it on an upcoming show..
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Quick Guide to Cashing Government Bonds
25 Quick Minutes on Important Facts and Things to know about BONDS including:
What kind of bonds can be cashed in?
What happens if bonds are lost?
What happens to uncashed bonds when you die?
Presented by Kim Dyer, Financial Advisor -
LinkedIn Strategies
25 quick minutes on important facts and things to know about LinkedIn including:
How to leverage the capabilities of LinkedIn
Understand how to0 get better referrals and introductions from existing LinkedIn connections
Ho to expand your presence and brand (personal or professional) on LinkedIn -
Social Security Benefits 2024
25 Quick Minutes on Important Facts and Things to know about SOCIAL SECURITY BENEFITS including:
When to file for your social security benefits.
Why it is important to establish an online account with the Social Security Administration.
Clarification on spousal benefits and how to claim them.
Presented by Pamela Prine, Financial Advisor and NSSA® Certifcate Holder (National Social Security Advisor) -
How to be Scam Resistant
25 Quick Minutes on Important Facts and Things to know about Scams including:
Anatomy of a Scam
Scam Statistics AZ and US
Scam Protection Tips and Tools
P resented by Joyce Petrowski, R.O.S.E. Founder -
Your Autopsy Questions Answered
25 Quick Minutes on Important Facts and Things to know about AUTOPSIES including:
What is a Postmortem Exam?
What Determines if an Autopsy is necessary?
Can I Request an Autopsy?
Answers to other Frequently Asked Questions
Presented by Sean Thompson, Funeral Director -
Trusts - Why or Why Not?
25 Quick Minutes on Important Facts and Things to know about TRUSTS including:
The difference between Revocable and Irrevocable Trusts
Why even though a Trust is great, it may be too much for some people (think trust funding)
Pour Over Will – what it is and what it isn’t?
Presented by Healther L. Fish, Licensed Fiduciary