November 15, 2014 Title Sponsor: Also Sponsored By: LETTER FROM THE PRESIDENT WELCOME TO FINANCIAL FEST 2014! Welcome to our 22nd Annual Financial Fest. I’m very excited about this year’s event for several reasons: After holding this event locally at so many different locations for so many years, we are fortunate to have been able to secure what I think is the nicest venue yet… the beautiful Westin Kierland Resort and Spa in Scottsdale. Each year we search very hard to find a location that provides proximity and convenience for the attendees combined with a full service resort atmosphere. You may not realize it but it is not easy securing space for an event such as ours. Sometimes you get lucky and this year we did with this fantastic location! So I hope you stay the entire day – there’s a lot to see and learn. Maybe today will be your day to discover an idea, determine a plan, or at a minimum… get some answers. This year we have several new participants and speakers plus a couple of returning Money Radio regulars that unfortunately couldn’t make it last year. Exciting this year will be the opportunity to meet and hear Phil Grande. His radio show Phil’s Gang is heard on Money Radio daily at 2pm for more than two years and this is the first time we will welcome Phil to Arizona. I’m also happy to welcome back this year Gary Kaltbaum and Moe Ansari. We missed you both last year! Sponsoring newcomers to Money Radio and Financial Fest this year include, BVVA Compass Bank, Maderas Futurosa, American Federal Rare Coin, and Better Investing. Our title sponsor again this year is IQ Wealth Management and my gratitude goes out to IQ CEO Steve Jurich for his confidence and support over the years! It’s been 26 plus years broadcasting business and financial news and talk here in the Phoenix area. But today is always the day we look forward to most, our annual opportunity to meet directly with listeners and hear comments on what we are doing right and what we may need improvement on. After all these years we still welcome and require your feedback because we can’t (and never will) be able to do it without you. We have introduced some exciting things in recent years and there are now more ways to listen to Money Radio than ever before including the addition of our channel on 99.3 FM, on your smart phone with the free Money Radio app., streaming online at moneyradio.com, and of course, since 1988 on 1510AM KFNN where it all started. As you know, Financial Fest is our biggest annual event. It’s one-day for which planning takes place nearly all year. We invite some of the nation’s best known and well respected financial and investment professionals to participate. These people and the other fine exhibitors and speakers gather together to bring you, free of charge, the latest information to help you effectively manage you hard earned money. I hope you make the most of it and have planned to spend the day with us! My thanks always go out to you our listeners. But equally as important are the people behind the scenes that make this all happen… the Money Radio staff. I am fortunate to have all of you on my team! Thank you to our clients and advertisers for making Money Radio and this great event possible. Many of them are here with us today. Please take the time to stop and talk to each one, even if just to say hello, and perhaps a thank you for choosing Money Radio. From all of us at Money Radio 1510 AM & 99.3 FM, and Financial Fest, have a great day, a terrific holiday season, and a safe, healthy and prosperous new year. Page 2 • Financial Fest™ 2014 Warmest regards, Ron Cohen Ronald Cohen President/CEO CRC Broadcasting Co., Inc. Money Radio 1510 AM & 99.3 FM CRC Media West, LLC EXHIBITOR BOOTH MAP Main Stage ________________________________________ ________________________________________ ________________________________________ ________________________________________ ________________________________________ ________________________________________ ________________________________________ ________________________________________ To Seminars 11 10 32/33 12 7 6 5 4 3 27 26 25 24 23 22 21 14 15 16/17/18 19 20 IQ Wealth Management 13 2 1 30 Registration BBVA Compass Bank 29 AARP.............................................................................. 22 American Federal Rare Coin........................................ 3 AMS Energy Company................................................ 31 Ask Mr. Annuity Retirement Center.............................. 7 BBVA Compass Bank............................. Showcase Desk Best Choice Software............................................. 14/15 Better Investing............................................................... 5 Chatman Insurance Services...................................... 34 Compak Asset Management....................................... 4 Eckard Global, LLC........................................................ 2 Fleming Financial Services............................................. 21 GPS For Life, LLC............................................................. 6 Guaranteed Rate.......................................................... 9 Harmon Solar................................................................ 10 IQ Wealth Management.............. Exhibit Floor & Foyer 28 Restrooms 31 (Showcase Desk) 8 To Main Stage 35 34 IQ Wealth Management 9 ________________________________________ ________________________________________ ________________________________________ ________________________________________ ________________________________________ ________________________________________ ________________________________________ ________________________________________ To Main Stage 37 36 ________________________________________ ________________________________________ ________________________________________ ________________________________________ ________________________________________ ________________________________________ ________________________________________ ________________________________________ Entrance Legend Capital............................................................ 24 Liberty Precious Metals (Bressee Group)................... 25 Lucia Capital Group.................................................... 30 Maderas Futuro, S.A..................................................... 12 Money Radio 1510 AM & 99.3 FM................................ 8 Phil’s Gang.............................................................. 19/20 Pipeline Oil & Gas......................................................... 11 Principal Financial Group...................................... 26/27 Right Toyota...................................................... Lobby 29 RJL Wealth Management........................................... 27 Scottsdale Area Chamber Of Commerce............... 28 Secure Estate Services................................................. 13 TriPoint Global Equities................................................. 23 USUND............................................................................ 35 Val Vista Capital Management................................... 1 Page 3 • Financial Fest™ 2014 Page 4 • Financial Fest™ 2014 Page 6 • Financial Fest™ 2014 4:00 7:00 PM 3:00 PM 2:00 PM 1:00 PM 12:00 PM 11:00 AM 10:00 AM 9:00 AM BBVA Compass Bank Ed Bilek What Is Probate Anyway? And Why Should I Care? Sinclair Noe, Bill Tatro, Steve Jurich Money Radio Guests State Of The Markets Money Radio 1510 AM & 99.3 FM Sinclair Noe, Nancy Fleming, Steve Jurich, Laura Bramnick, Mike Metz Financial Review All Stars BetterInvesting Kamie Zaracki, CEO Take Stock With Better Investing (Special Stock Expert Panel) Phil’s Gang Phil Grande Market Bubbles, Fees & Your 401K Compak Asset Management Moe Ansari Market Review/Market Preview Best Choice Can Show You When A Stock Will Go Up, Before It Happens — WORKSHOP — Best Choice Software Sunny Decker Bill Tatro, Caprice Mallett, and Invited Guest Experts Produce Income - Protect Your Assets ATTENTION REAL ESTATE INVESTORS!! NEED PROPERTIES? Can’t Find Any More Deals? Have Cash To Invest? Investing In Oil And Gas Real Estate Properties Pipeline Oil & Gas Brandon Cox IQ Wealth Management Steve Jurich Safer Buckets: Essential Financial Strategies For The New Economy Secure Estate Services, LLC David Sears BBVA: Prepared For The Technology Revolution Your Retirement And The New Economy: 6 Keys To Protecting Your Income, Assets, And Estate Value Kaltbaum Capital Management Gary Kaltbaum Fleming Financial Services Nancy Fleming The Ask Mr. Annuity Retirement Center Steve Lance The Ray Lucia Show Ray Lucia Cap Core Real Estate Patrick O’Sullivan and Jamil Damji Profit In Today’s Real Estate Market Bresee Group LLC Lee Shorten Investing Strategies In Physical Precious Metals Guaranteed Rate Mike Metz, Michael Orr Phoenix Real Estate 4th Quarter Update And 2015 Forecast Legend Capital Evan Greenberg What To Buy In The Next Bull Market Pipeline Oil & Gas Brandon Cox Paying Too Much In Income Taxes? Made Too Much Money This Year? Consider The Alternatives By Investing In Oil And Gas Pipeline Oil & Gas Brandon Cox Want Double Digit Returns? Too Good To Be True? Consider The Alternatives By Investing In Oil And Gas How To Maximize Your Social Security And Boost Your Retirement Income 8:00 AM Room B Annuities: The 21st Century Pension Plan Business for Breakfast Roundtable Discussion Russ Wiles, Julie Dougherty, Mike Metz, with Ken Morgan Hosting Room A Retirement Planning: What You Do And Don’t Know Can Cost You! Main Stage TIMES Schedule subject to change Eckard Global, LLC Troy W. Eckard Do You Want To Know How To Be At The Top Of The Energy Food Chain? Buy Minerals! Val Vista Capital Management Jim Gentrup How To Build A Dynamic Portfolio Of Small-Cap Stocks! Maderas Futurosa Alex Wilson Money Really Does Grow On Trees If You Are In The Timber Business Phil’s Gang Phil Grande The Power Of Technical Training American Federal Rare Coin Nick Grovich The Insider’s Secret To Making Money In The Rare Coin Market Shaffer Asset Management Dan Shaffer Absolute Investment Strategies Made Simple TIMES Room C AT-A-GLANCE SCHEDULE SEMINAR DESCRIPTIONS 8:00 a.m. - Main Stage Business For Breakfast Roundtable Discussion Russ Wiles, Julie Dougherty, Mike Metz, with Ken Morgan hosting Don’t miss our favorite way to start off your day at Financial Fest! Our long time morning show team, Business for Breakfast presents this state of the economy Q&A session, featuring the best of our morning lineup, including long time host Julie Dougherty, Mike Metz, the Finance Editor of the Arizona Republic Russ Wiles, and many more! Morning show host Ken Morgan will lead the event. 9:00 a.m. - Main Stage Retirement Planning: What You Do And Don’t Know Can Cost You! Ray Lucia Ray Lucia will identify some of the critical issues with conventional retirement and investment strategies and present some new research that may change the way you plan for and exist in your own retirement. 9:00 a.m. - Room A Annuities: The 21st Century Pension Plan Steve Lance of the Ask Mr. Annuity Retirement Center This presentation will introduce you to Secondary Market Annuities. Annuities that are purchased on the secondary market are guaranteed by great companies like Metlife, Prudential, & Allstate. You’ll learn how to get above average returns for the fixed income portion of a balanced portfolio. You’ll receive Steve’s free ebook, DVD, and list of available secondary market annuities. 9:00 a.m. - Room B How To Maximize Your Social Security And Boost Your Retirement Income Nancy Fleming, Fleming Financial Services Discover the ways to maximize your social security benefits. Are you married, divorced or widowed? If so, there is an extra way to claim benefits. Once you know what they are you may benefit by tens of thousands of dollars. So now, how does that fit into your overall retirement? When should you start taking withdrawals - and from where? Come learn how to make the most of what you have! 9:00 a.m. - Room C Absolute Investment Strategies Made Simple Dan Shaffer, Shaffer Asset Management Dan will give a detailed presentation as to why now is the time to diversify your portfolio using five liquid asset classes: CASH, STOCKS, BONDS, COMMODITIES & CURRENCIES all in one liquid and fully transparent account using individual stocks and exchange traded funds/notes (ETFs & ETNs). The Absolute Investment Strategies investment program aims to achieve outright positive returns irrespective of whether asset prices or key indices rise or fall. 10:00 a.m. - Main Stage Your Retirement And The New Economy: 6 Keys To Protecting Your Income, Assets, and Estate Value Sinclair Noe, Bill Tatro, Steve Jurich Wealth Manager Steve Jurich, Economist Bill Tatro, Money Radio Commentator Sinclair Noe. Audience Q & A and panel discussion. Topics: Mistakes to avoid, plus timely strategies for savvy retirees. Methods to reduce overall fees, taxes, and risk, while increasing income and estate. 10:00 a.m. - Room A BBVA: Prepared For The Technology Revolution Ed Bilek BBVA is a global financial services organization with more than $840 billion in assets and operations in 30 countries. In the U.S., the Group operates under the brand name BBVACompass, and ranks among the top 25 largest U.S. commercial banks and the 5th largest bank in Arizona. This seminar will focus on the technology revolution that is sweeping the financial services industry and how BBVA is using technology as a key competitive advantage, particularly in the U.S. where it is the first big bank with a real-time operating platform. Continued on page 9 Page 7 • Financial Fest™ 2014 STEVE JURICH ARTICLE Bucket Planning For Retirement Cash Flow: How Much Risk Are You Willing To Take? By Certified Income Specialist Steve Jurich, IQ Wealth Management IQ WEALTH MANAGEMENT Before they retire, most people concentrate on rates of return and on how much volatility they can live with. They learn that in the contribution and accumulation phase, volatility can be their friend. When the market falls, they can buy more shares for their money. In and near retirement, their objectives change. Settling on the best way to maximize the size of the check in the mail each month - and to ensure that those checks will continue to arrive throughout their lifetime rises to the top of the priority list. They quickly learn that volatility is no longer their friend. Cashing in more shares for income when markets decline can deplete capital, fast. It is a philosophical and psychological change that many investors find difficult to get used to. Everyone wants financial success, but success is defined differently by each person. For some, it is the attainment of an actual numerical goal in terms of dollars and possessions. To others, it’s the knowledge that you have provided for loved ones, paid all debts and made good on your promises. Still others measure their progress by their ability to help the less fortunate or their church. A simplified definition might be: “No more money worries, no matter what.” Regardless, getting there and staying there requires a fully integrated financial plan. The real key: sustainable cash flow for the lifetime of both spouses that can rise with inflation. Bucket Planning Can Help According to Morningstar, the term bucket planning was originated by financial planning guru Harold Evensky in the early 1980s. Famed financial journalist Donald Korn recently mentioned that if you place the words “retirement,” “portfolio,” and “bucket” into Google you get about 463,000 results. The Financial Planning Association reports that over a third of all financial advisors nationwide use bucket planning in their daily practice and Fidelity tells us that many do-it-yourself investors use the strategy. Clearly, bucket planning is popular and makes sense, but there are many different approaches. There is no set way to “bucket.” Some approaches focus heavily market outcomes. Other plans can fall apart when interest rates fall down. Still others place a heavy reliance on controversial, non-guaranteed assets like non-traded REITs (Real Estate Investment Trusts.) REITs can be risky. How Do The Many Forms Of Bucket Planning Differ? The common denominator for all bucket plans is the creation of a permanent and sizable cash bucket. At IQ Wealth, we like to see our clients maintain no less than six months of living expenses in their cash bucket in cash or cash equivalents. One year’s expenses is certainly fine. There are some bucket strategies that include using cash for one to four years, spending down intentionally, allowing other buckets to grow simultaneously. I’ve found that this method can work for some investors, but that others are uncomfortable with the idea of spending down. In my view, no financial strategy is valid unless: • You understand it • The strategy gives you peace of mind • You are contractually guaranteed a secure income no matter if stocks and real estate go up, down, or sideways Refilling The Cash Bucket Advisors differ on their opinions of what assets should be used to refill the cash bucket. Some advisors believe that staying the course with a traditional mix of stock and bond mutual funds and settling on a “safe” withdrawal rate is acceptable. Other advisors rely heavily on riskier and less liquid assets like non-traded REITs. Still others prefer using the higher and more certain payouts of annuities to fill the cash bucket. This latter method is my preference and has been validated by sources like MIT and the Wharton School of Business, as well as real world experience. By using fewer dollars to achieve more lifetime sustainable income for two people, more assets can be placed in the growth buckets to achieve your most important goals down the road. Investment advisory services by IQ Wealth Advisory, LLC, a registered investment advisor. Asset Custodian: Fidelity Institutional. Annuity guarantees rely on the financial strength of the insurer. Page 8 • Financial Fest™ 2014 Continued from page 7 SEMINAR DESCRIPTIONS 10:00 a.m. - Room B 10:00 a.m. - Room C Want Double Digit Returns? To Good To Be True? Consider The Alternatives By Investing In Oil And Gas The Insider’s Secret To Making Money In The Rare Coin Market Brandon Cox, CEO, Pipeline Oil & Gas Most investors lose money in the rare coin market. Nick Grovich will present a comprehensive presentation to talk about why it happens and the safest way to invest. He’ll talk about why recent studies and PCGS charts are flawed data, discuss rare coins vs bullion, including how to buy bullion and/or rare coins to take advantage of current trends. FREE GIFT for those who attend! Brandon Cox has been featured in Forbes this year and his recently became a BEST SELLING AUTHOR with his book that was written with Steve Forbes called “Successonomics”!!! Now is your chance to meet Brandon and personally learn from his proven oil and gas investment strategies that can help make you millions! Nick Grovich, American Federal Rare Coin Continued on page 10 Page 9 • Financial Fest™ 2014 SEMINAR DESCRIPTIONS Continued from page 9 11:00 a.m. - Main Stage 11:00 a.m. - Room C State Of The Markets The Power Of Technical Training Gary Kaltbaum, Kaltbaum Capital Management Phil Grande, Phil’s Gang Gary Kaltbaum is the host of the nationally syndicated radio show “Investor’s Edge” heard live each weekday on Money Radio 1510 & 99.3. Gary will go over what the markets are specifically telling us right now, as well as go through the past year’s actions. Join master chartist and entrepreneur Phil Grande as he teaches you the power of technical trading. Phil will introduce you to the Phil’s Talking Trader™ series of proprietary products. Phil will explain why it is important to follow the institutional money to make a profit! Phil will also explain why technical charting is needed now more than ever due to the computer trading in today’s market. To learn more please check out www.philsgang.com or call us at 877-600-GANG (4264) 11:00 a.m. - Room A What Is Probate Anyway? And Why Should I Care? David Sears, Secure Estate Services, LLC 12:00 Noon - Main Stage Attend this presentation to get the answers to questions such as, why you need a will, and whether a living trust is better, avoiding the expenses and delays of probate, reducing estate taxes and leaving money to loved ones. David will also explore other important documents like powers of attorney and healthcare directives, and how often documents should be reviewed. This seminar is critical for learning how easy it is to get “your house in order”. Market Review/Market Preview Moe Ansari Moe Ansari, President of Compak Asset Management brings over 30 years experience in the financial markets, and hosts the nationally syndicated drive time show “Market Wrap”. Moe will review the market action of 2014 and provide a preview of what he expects for the markets for 2015. 12:00 Noon - Room A 11:00 a.m. - Room B Paying Too Much In Income Taxes? Made Too Much Money This Year? Consider The Alternatives By Investing In Oil And Gas Brandon Cox, CEO, Pipeline Oil & Gas FREE GIFT for those who attend! Brandon Cox has been featured in Forbes this year and his recently became a BEST SELLING AUTHOR with his book that was written with Steve Forbes called “Successonomics”!!! Now is your chance to meet Brandon and personally learn from his proven oil and gas investment strategies that can help make you millions! Safer Buckets: Essential Financial Strategies For The New Economy Steve Jurich, President, IQ Wealth Management Long time host and best-selling author Steve Jurich examines strategies for your retirement, presenting innovative ideas in key investment areas: Social Security benefits, income planning and cash flow, and inflation. Steve will also contrast bonds, REIT’s and Annuities, discuss advanced estate principles, and cover IRA’s/401 K’s/403 B’s. Don’t miss this information filled hour, moderated by Sinclair Noe. Investment advisory services by IQ Wealth Advisory, LLC, a registered investment advisor. Asset Custodian: Fidelity Institutional Continued on page 14 Page 10 • Financial Fest™ 2014 NICK GROVICH ARTICLE Insider’s Expertise And Advice On How To Enter The Coin And Precious Metals Markets By Nick Grovich AMERICAN FEDERAL RARE COIN & BULLION, INC. If you have ever thought about buying gold silver or rare coins you know that calling and talking to a dealer can be very frustrating. Many use scare tactics about taxes, gold confiscation and supposedly banking collapses to scare you into buying anything but the gold, silver or platinum bullion you most likely wanted. One of the biggest problems is that precious metals buyers assume that their dealer has a fiduciary responsibility when in fact, a great majority of the so-called dealers are nothing more than salesman. It’s important for precious metals buyers to understand that most coin dealers are not financial planners and are not registered or licensed to discuss investments. At Financial Fest, I will discuss many of the myths surrounding rare coins and how you can avoid making costly mistakes. I will show you how the charts and graphs that are used to convince people to buy rare coins are fatally flawed. If you own rare coins I can show how they have performed and explain to you why most people lose money in rare coins. Some topics I will cover include: • What a reputable coin dealer looks like and how you can find one. • Should you own rare coins at all and what to do if you already purchased collectables? • What the difference is between rare coins and bullion? • Why rare coins do not give you the same hedge as gold or silver and why rare coins are not an alternative to precious metals? • The best way to buy gold, silver or platinum. • How to make sure your portfolio is easy to sell when the time comes. The last thing you want is illiquidity when the market tops out. • How much your coins are worth? I will also be able to value individual portfolios and show you exactly how your coins have performed over the last 15 years. • The best bets for the next five years. • Coins you need to stay away from. The worst coins to own. American Federal tries to listen to our clients goals and provide information and data to help them make up their mind whether they want to buy or sell any type of rare coins or precious metals. Make sure you are buying the right coins for the right reasons. Even though gold is up nearly 400% over the past 14 years many buyers have lost tremendous amounts of money. I want to make sure that you understand the market. If you are already involved you need to make sure you are positioned properly and if not you need to know what to do about it. Financial Fest is your opportunity to ask about all the so called benefits of rare coins and bullion. I have been a dealer for nearly 35 years and I can give you a true insider’s look into how this market has developed and how to avoid the pitfalls and costly mistakes so many investors fall into. I guarantee this will be like no other precious metals talk you have ever heard. I will be blunt and honest. If you have specific questions I’ll be glad to answer them. Nick Grovich will be presenting in Room C at 10:00 AM Page 11 • Financial Fest™ 2014 PHIL’S GANG ARTICLE QE Was A Dismal Failure, What’s Next? By Phil Grande PHIL’S GANG The Federal Reserve’s use of QE was the entire reason for the stock market to rally an incredible 193% in 5 years. As a result of this manipulated “stock market - QE rally,” the wealthiest 10% of households became richer simply because they were already in the stock market and controlling 80% of all the privately held stock. The middle class and the poor... got poorer. Unfortunately all those multiple trillions that the Fed’s created out of thin air, literally destroyed job creation and economic growth! See, all the printing and borrowing of money kills the real engine of growth which has always been “Americanism”… the small businesses and the entrepreneurs behind them. Americanism is the small business that is responsible for 85% of the all job creation; and when the Federal Reserve (which is no more federal than federal express and has no reserves) creates $20 trillion in debt through borrowing and printing of -money that they know they can’t pay backsmall businesses are hit first with higher taxes, more regulations, higher capital costs and increases in commodity prices. Then comes the lay-offs. So who really benefited from the Fed’s $1.6 trillion QE-3 job creation program? It helped Obama’s friends - the Wall Street money bundlers the banksters and the banking cartel. It helped hedge funds and wealthy speculators who bundled $92 million for his reelection campaign in 2012. It helped just 10% of the nation’s citizens, and made things worse for the other 90%. But now, what are their options? Because QE1, QE2, The Twist, and QE3 haven’t fixed the economy- it only kept it artificially alive- the removal of QE will immediately begin to have a negative impact on the overall economy. This is why we’ve already had comments from some Fed “Officials” that maybe, QE should be extended. They’re going to try and manage the market through Jawboning. This is the reason we’re seeing increased volatility in the markets. The market drops on fears of no more monetary punchbowl, and then soars on hints that more punch will be flowing. This is also why it is so incredibly important to forget the idea of investing using fundamentals and to base your investing and trading on the use of charts and technical analysis. The market hasn’t risen to all-time new highs on the heels of fundamentals. Sorry folks, it did so on the heels of QE, and by using the correct charts with the right analysis, you could see the effects in real time on the charts and make great profits. Charts are real time reactions to what is truly happening. Understanding how to read the message the charts tell you, will allow you to make trades based on real prices, not phony fundamentals dreamed up by some CFO. Charts create patterns and the patterns aren’t Fed induced lies, or corporate spin. They’re the results of actual movement, and we can interpret that movement and use it to our advantage. See you on the charts! Phil Grande For more information 1-877-600-4264 Page 13 • Financial Fest™ 2014 SEMINAR DESCRIPTIONS 12:00 Noon - Room B What To Buy In The Next Bull Market Evan Greenberg, Legend Capital Last year, I presented my thesis for “Dow 50,000”, a prediction that I came up with in late 2011. As the new bull market started in January 2013, I began to analyze why we would go to 50,000 over the next decade and what would get us there. This seminar is designed to show you the roadmap to the next bull and how we arrive at those ideas. While averages go higher, one needs to know how we will make more money than the averages and why stock picking is still extremely important. 12:00 Noon - Room C Money Really Does Grow On Trees If You Are In The Timber Business: Alex Wilson, Maderas Futurosa There has only ever been one low risk, high return asset class – and the wealthy have used it to amass billions. Now it’s your turn… discover the best investment you have never made. Plus, if you need long-term predictable income, then owning this booming agricultural commodity could be the answer. Alex Wilson’s “must see” presentation will open your eyes to two alternative assets that should out-perform over the next 20 years. 1:00 p.m. - Main stage Market Bubbles, Fees, & Your 401K Phil Grande, Phil’s Gang For over a decade Phil Grande has been telling you what Wall Street doesn’t want you to know! Phil has been honored as the “Entrepreneur of the year in the United States” and has made the prestigious Inc. magazine’s annual 500 list twice! At twenty three years of age, Phil had become a millionaire through investing in land and various other real estate ventures. Owning oil, furniture, and even lumber Continued from page 10 businesses have given Phil his keen perspective on the business world. Phil uses these years of entrepreneurial experience across various industries to provide a unique and no-nonsense perspective to the stock market. 1:00 p.m. - Room A ATTENTION REAL ESTATE INVESTORS!! NEED PROPERTIES? Can’t Find Any More Deals? Have Cash To Invest? Investing In Oil And Gas Real Estate Properties Brandon Cox, CEO, Pipeline Oil & Gas FREE GIFT for those who attend! Brandon Cox has been featured in Forbes this year and his recently became a BEST SELLING AUTHOR with his book that was written with Steve Forbes called “Successonomics”!!! Now is your chance to meet Brandon and personally learn from his proven oil and gas investment strategies that can help make you millions! 1:00 p.m. - Room B Phoenix Real Estate 4th Quarter Update And 2015 Forecast Mike Metz and Michael Orr, Guaranteed Rate Find out where the residential market is headed... your home, your rentals and investment properties will all be addressed. Moderator Sinclair Noe hosts this informative discussion featuring long time Money Radio mortgage expert Mike Metz from Guaranteed Rate and Michael Orr, Director of the Center for Real Estate Theory at the WP Carey School of Business at Arizona State University. Known as one of the foremost local real estate experts, Orr created the Cromford Report in 2008 (www.cromfordreport.com), which provides daily real estate market insight for Realtors and investors covering the Greater Phoenix residential market. Orr holds a masters degree in mathematics from the University of Oxford in England and spent 31 years in the computer industry, working for IBM, Amdahl, Splash Technology and the Santa Cruz Operation. Continued on page 15 Page 14 • Financial Fest™ 2014 Continued from page 14 1:00 p.m. - Room C How To Build A Dynamic Portfolio Of Small-Cap Stocks! Jim Gentrup, Val Vista Capital Management Join Jim Gentrup, CFA of Val Vista Capital Management, as he shares the steps necessary to build a dynamic portfolio of small-cap stocks. Find out how serious longterm investors create significant wealth with small-cap stocks. Jim has over 25 years of investment experience and, as co-founder of Val Vista Capital Management, has successfully navigated the sometimes treacherous waters of small-cap investing. Jim will also outline how to reduce the volatility in a small-cap portfolio. 2:00 p.m. - Main stage Take Stock With BetterInvesting Kamie Zaracki, CEO, BetterInvesting Join Kamie Zaracki, CEO of BetterInvesting and other long time investors as they discuss their favorite stocks for common-sense investors to study and consider for their portfolios. Long time stock picker Evan Greenberg joins the panel. 2:00 p.m. - Room A Produce Income - Protect Your Assets Bill Tatro, Caprice Mallett and Invited Guest Experts Your home equity is assumed to be part of your retirement plan, yet little is known about the method and options available to protect this asset while utilizing it to provide essential retirement cashflow, lump sum withdrawals, a standby line of credit, or the resources to buy a second home with no mortgage payment. Bill Tatro and mortgage and asset protection industry experts will lead this educational only session designed to clarify your knowledge of the real pros and cons of reverse mortgages, alternative refinancing strategies to create additional cashflow, and asset protection strategies associated with nursing home and assisted living qualification that allow you to qualify for benefits while keeping your assets protected. Good decisions are made only through sound education – come learn what you don’t know about one of your most vital retirement assets – your home. 2:00 p.m. - Room B Investing Strategies In Physical Precious Metals Lee Shorten, Bresee Group LLC This interactive educational seminar will cover the history SEMINAR DESCRIPTIONS and differences of currency vs money, physical precious metals vs paper precious metals, common misinformation about privacy, reporting, and performance, as well as the impact of Quantitative Easing (the US governments’s cash infusion effort), and investment protection, diversification, privacy, and control. 2:00 p.m. - Room C Do You Want To Know How To Be At The Top Of The Energy Food Chain? Buy Minerals! Troy W. Eckard Yield, cashflow, safety -What else are you looking for? 3:00 p.m. - Main stage Financial Review All Stars Sinclair Noe, Money Radio 1510 & 99.3 FM Join Sinclair Noe, the host of the Financial Review for the All Star Review, with: • Steve Jurich, Certified Income Specialist from IQ Wealth Management • Laura Bramnick, Real Estate Attorney • Nancy Fleming, Certified Financial Planner • Mike Metz, Guaranteed Rate Home Loans. 3:00 p.m. - Room B Profit In Today’s Real Estate Market Patrick O’Sullivan and Jamil Damji with Cap Core Real Estate Learn winning strategies to profit in today’s ever changing real estate market from those doing it every day, Patrick O’Sullivan and Jamil Damji of Cap Core Real Estate. 4:00 p.m. - 7:00 p.m. - Room A Best Choice Can Show You When A Stock Will Go Up, Before It Happens….. Sunny Decker, Best Choice Software Best Choice is a “Stock Selection Software”. Using the most powerful search engine ever created for the stock market, it will pick stocks that meet your conditions. Then, the Seasonal Cycles will show you when a stock will move, before it happens. By knowing in advance the direction, and the time a stock will move, the remaining issue is when to sell and take your profits. The ‘Exclusive’, & proprietary, “Extreme Percent”, will also display when to buy the bottom and sell the top. Using options the profits can be unbelievable. This seminar presents the software program in greater detail. Page 15 • Financial Fest™ 2014
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