WOW Me! - Women on Wealth Management Education Keystone Capital Management Group

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)

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

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

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

25 Quick Minutes on Important Facts and Things to know about a Donor-Advised Fund including:


Mandatory ROTH Catch-Up Rule
Beneficiary Payout Rules
Little Known Nuances of IRA Account Rules

Presented by Kim Dyer, Financial Planner and Ed Slott Seminar Attendee

25 Quick Minutes on Important Facts and Things to know about a Donor-Advised Fund including:


What is a Donor-Advised Fund?
The Benefits of a Donor-Advised Fund
How a Donor-Advised Fund Works

Presented by Eugene Choi, Dunham Investment Firm