JOIN US FOR LUNCH
January 11th, 10:30 AM (FULL)
January 11, 1:00 PM
Limited to 24 seats.
Join me and my colleagues for “coffee talk” about getting your affairs in order.
Be part of an exclusive pre-screening to shape the future of inheritance planning nationwide
Be among the first to experience this inheritance planning workshop, designed to:
Protect your assets, minimize taxes, and ensure your legacy lasts for generations.
January 11, 2025 at 1:00 PM
January 11, 2025 at 10:30 AM (FULL)
8501 E. Princess Drive, Suite #210, Scottsdale, AZ 85255
Educational Workshop
January 11, 2025 @1:00 PM
8501 E Princess Drive, Scottsdale, AZ
Entry fee: $0
Complementary Lunch will be served
Assembling
your assets
Learn how to gather and organize your assets effectively, laying the groundwork for a secure financial future.
Preserving
your assets
Discover strategies to help ensure your assets remain intact throughout your retirement, providing lasting support for you and your loved ones
Protecting
your assets
Understand the legal protections available to safeguard your legacy, keeping your assets secure and prepared for future generations
10:30 AM workshop reached capacity. We added another workshop at 1:00 PM
Bring all your questions for LIVE Q&A
Whether you are planning to retire or already retired, good money management is essential for all ages and stages of life. However, financial needs, spending, and saving patterns change.
Topics We're Going To Cover
Tax Efficient Transfers
- Minimize estate and inheritance taxes
- Pass on more wealth to loved ones
- Reduce tax liabilities
Learn how to transfer wealth in a way that minimizes tax burdens for your heirs. We’ll cover strategies to reduce estate taxes, capital gains taxes, and other potential liabilities, ensuring that more of what you’ve worked hard for is preserved for your loved ones.
Legal Protections
- Safeguard assets from risks
- Control distribution of wealth
- Learn what you actually need vs don't
Put legal safeguards in place to protect your assets and legacy. We’ll explore essential tools like wills, trusts, and powers of attorney, ensuring that your wishes are honored and your family is protected from unnecessary legal challenges.
Income Planning
- Ensure stable retirement income
- Balance current needs with future goals
- Avoid outliving your assets
Create a reliable income plan for retirement that supports your lifestyle and aligns with your long-term goals. Our approach helps you generate sustainable income, so you can enjoy retirement with peace of mind, while also preserving resources for future generations.
10:30 AM workshop reached capacity. We added another workshop at 1:00 PM
Your Featured Speakers
Tammy Semler
Senior Retirement Planner
After 14 years in a successful big-box retail management career, Tammy shifted her focus to helping families secure their legacies. Since joining the financial services industry in 2007, she has taken a holistic approach to inheritance planning, guiding clients through estate preservation, wealth transitions, and minimizing tax implications. Known for her warm Midwestern values and educational style, Tammy ensures her clients feel confident and empowered to make informed decisions. Through her tailored solutions and dedication to simplifying complex financial matters, she has become a trusted resource in inheritance planning for families across the Phoenix area.
David Schaeffer
Founder and CEO
David Schaeffer is the founder and CEO of American Retirement Advisors. His firm has been specializing in the area of holistic Retirement Planning since 2000. “Big or small, we help 'em all!” He proves it too by having been named one of the fastest-growing privately held companies in Arizona 3 years in a row and the 12th fastest-growing financial services company in the nation by Inc 500. David leads by example as one of only 7,000 retirement planners to have been awarded the Certified Senior Advisor® (CSA) designation in the United States.
Sean Greengard
JD, LLM
Sean is an experienced attorney with over a decade specializing in estate planning and business law, dedicated to helping individuals and families secure their financial futures and leave meaningful legacies. With a Juris Doctorate from ASU’s Sandra Day O’Connor College of Law and a Master’s in Taxation from Boston University, Sean has developed a deep expertise in asset protection, tax minimization, and wealth transfer strategies. His career includes work with high-net-worth clients, entrepreneurs, and families, ensuring seamless wealth transfer and preservation across generations. Known for simplifying complex legal concepts, Sean provides customized strategies tailored to each client's unique goals, making him an invaluable resource for those seeking comprehensive inheritance planning solutions.
This event is designed to provide an overview of the necessary information to make informed decisions as you approach and navigate retirement. We'll cover various topics, from preserving your retirement savings to options for downsizing your home, and ensuring your estate is well-planned for your loved ones.
10:30 AM workshop reached capacity. We added another workshop at 1:00 PM
you ask, we listen...
Comments that inspired this workshop
"The Financial Tip in your monthly newsletter article peaked my interest about creating our family's Trust. I like that this workshop would give us the opportunity to ask questions directly with an estate attorney."
"I've heard that transferring wealth can come with heavy tax burdens. I'm interested in learning how to minimize taxes on my assets so that more goes to my family, not the IRS. This workshop seems like the perfect place to get guidance on that."
"Now that I am retired, I want ensure I can stay retired and not run out of money, don't we all? I want to know how to keep what I have earned."
10:30 AM workshop reached capacity. We added another workshop at 1:00 PM
Everything you need to know about the workshop
Frequently Asked Questions
Is there a fee to attend?
We want you to be our guest! There is never a fee to learn from us!
HOW CAN I REGISTER?
Just click on any of the buttons on this page and you will be taken to a page where you can leave your contact details and register.
You can also call or text us at 602-975-0372 to register.
WHAT WILL I LEARN BY ATTENDING THIS WORKSHOP?
Gain insightful information for preparing for and navigating through your retirement with income and estate planning strategies and whether downsizing your home is a perk for you.
IS THERE TIME FOR QUESTIONS AT THE WORKSHOPS?
We encourage them! Make a list before you join us too. Your questions will help other attendees too! (who doesn't like an opportunity to ask a lawyer questions without the fear of a bill!)
HOW LONG IS THE WORKSHOP?
The workshop will last about 45 minutes. Then we will make sure there is at least 30 minutes availible for Q&A.
WILL WE BE SOLD ANYTHING AT THE WORKSHOP?
Absolutely not! The workshops are informational only.
10:30 AM workshop reached capacity. We added another workshop at 1:00 PM
Get started with a Workshop
Join us live from our office
8501 E. Princess Drive
Suite #210
Scottsdale, AZ 85255
10:30 AM workshop reached capacity.
We added another workshop at 1:00 PM
Offices
Scottsdale, AZ
8501 E. Princess Dr
Suite #210
Scottsdale, AZ 85255
Las Vegas, NV
8072 W. Sahara Ave.
Suite #A
Las Vegas, NV 89117
Mesa, AZ
4140 E. Baseline Road
Suite #101
Mesa, AZ 85206
Design/Engineering
Amesbury, MA
Give us a call!
Nationwide: (877) 279 4485
Scottsdale Headquarters
(602) 281-3898
Disclaimer: American Retirement Advisors and its affiliated agents and advisors do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.