Seminars

ROTH IRA Conversions - Lunch Seminar

Join NORTHPLACE Wealth Advisors as they help you to decide if Roth conversions are right for you.

Two Dates Available -  Thursday 10/17/19 OR Tuesday 10/22/19

In this seminar you will learn:

  • What is a Roth IRA and who can contribute
  • what types of accounts can be converted into a Roth IRA
  • What you need to consider before making the conversion 

Presented by: 

Jeremy A Cook, CFP®, LUTCF, CERTIFIED FINANCIAL PLANNER ™ Practitioner

Refreshments will be served

Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated U.S. insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates. CRN202107-250655

When: Thursday, October 17, 2019 - 11:30am - 1:30pm
Where: Portales Corporate Center
4900 N Scottsdale Rd, STE 4000
Scottsdale, AZ 85251
Host: NORTHPLACE Wealth Advisors
Phone: 480-638-2100
Directions: https://www.google.com/maps/place/Portales+Corporation+Center+II,+4900+N+Scottsdale+Rd+%234000,+Scottsdale,+AZ+85251/@33.5085487,-111.9308699,17z/data=!3m1!4b1!4m5!3m4!1s0x872b0b9f55dba799:0x25d0f6fb4ecb4dac!8m2!3d33.5085487!4d-111.9286812
 

ROTH IRA Conversions - Lunch Seminar

Join NORTHPLACE Wealth Advisors as they help you to decide if Roth conversions are right for you.

Two Dates Available -  Thursday 10/17/19 OR Tuesday 10/22/19

In this seminar you will learn:

  • What is a Roth IRA and who can contribute
  • What types of accounts can be converted into a Roth IRA
  • What you need to consider before making the conversion

Presented by: 

Jeremy A Cook, CFP®, LUTCF, CERTIFIED FINANCIAL PLANNER ™ Practitioner

Refreshments will be served

Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated U.S. insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates. CRN202107-250655

When: Tuesday, October 22, 2019 - 11:30am - 1:30pm
Where: Portales Corporate Center
4900 N Scottsdale Rd, Ste 4000
Scottsdale, AZ 85251
Host: NORTHPLACE Wealth Advisors
Phone: 480-638-2100
Directions: https://www.google.com/maps/place/Portales+Corporation+Center+II,+4900+N+Scottsdale+Rd+%234000,+Scottsdale,+AZ+85251/@33.5085487,-111.9308699,17z/data=!3m1!4b1!4m5!3m4!1s0x872b0b9f55dba799:0x25d0f6fb4ecb4dac!8m2!3d33.5085487!4d-111.9286812
 

The Social Side of Retirement - Lunch Seminar

Join NORTHPLACE Wealth Advisors as they teach you how to make the right calls when it comes to Social Security and your retirement.

Two Dates Available -  Tuesday 10/09/19 OR Wednesday 11/13/19

Did you know that you don't have to take your Social Security retirement benefits at age 62? Or even when you stop working? You can defer your Social Security retirement benefits until you're 70. And there are good reasons why you may want to do exactly that. Now more than ever, it's important for you to know how to get the most from your Social Security. 

Presented by: 

Jonathan Mabb RICP, LUTCF, Financial Planner, Financial Services Representative

CA Insurance Lic: #0G66333

Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated U.S. insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates. CRN202107-250655

When: Tuesday, October 29, 2019 - 11:30am - 1:30pm
Where: Portales Corporate Center
4900 N Scottsdale Rd, Ste 4000
Scottsdale, AZ 85251
Host: NORTHPLACE Wealth Advisors
Phone: 480-638-2100
Directions: https://www.google.com/maps/place/Portales+Corporation+Center+II,+4900+N+Scottsdale+Rd+%234000,+Scottsdale,+AZ+85251/@33.5085487,-111.9308699,17z/data=!3m1!4b1!4m5!3m4!1s0x872b0b9f55dba799:0x25d0f6fb4ecb4dac!8m2!3d33.5085487!4d-111.9286812
 

The Social Side of Retirement - Lunch Seminar

Join NORTHPLACE Wealth Advisors as they teach you how to make the right calls when it comes to Social Security and your retirement.

Two Dates Available -  Tuesday 10/29/19 OR Wednesday 11/13/19

Did you know that you don't have to take your Social Security retirement benefits at age 62? Or even when you stop working? You can defer your Social Security retirement benefits until you're 70. And there are good reasons why you may want to do exactly that. Now more than ever, it's important for you to know how to get the most from your Social Security. 

Presented by:

Jonathan Mabb RICP, LUTCF, Financial Planner, Financial Services Representative

CA Insurance Lic: #0G66333

Massachusetts Mutual Life Insurance Company (MassMutual), Springfield, MA 01111-0001, and its affiliated U.S. insurance companies. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. I may offer insurance products from insurance companies that are unaffiliated with MML Investors Services, LLC. or its affiliates. Such products are not guaranteed, endorsed or recommended by MML Investors Services, LLC, or its affiliates. CRN202107-250655

When: Wednesday, November 13, 2019 - 11:30am - 1:30pm
Where: Portales Corporate Center
4900 N Scottsdale Rd, Ste 4000
Scottsdale, AZ 85251
Host: NORTHPLACE Wealth Advisors
Phone: 480-638-2100
Directions: https://www.google.com/maps/place/Portales+Corporation+Center+II,+4900+N+Scottsdale+Rd+%234000,+Scottsdale,+AZ+85251/@33.5085487,-111.9308699,17z/data=!3m1!4b1!4m5!3m4!1s0x872b0b9f55dba799:0x25d0f6fb4ecb4dac!8m2!3d33.5085487!4d-111.9286812