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
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To Seminars
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22 21
14 15
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19 20
IQ Wealth
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2
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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)
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To
Main Stage
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34
IQ Wealth
Management
9
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To
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36
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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
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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