| Past
Events
| Great Canadian Picnic |
The 60th Annual Great Canadian Picnic will be held on Sat., Feb. 4th from 10am to 3pm.
It will be held at the ACTIVITY COMPLEX
SOUTH MOUNTAIN PARK. Please see info@canadianpicnic.com for more info. |
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| AZ DreamCatchers Meeting |
"Kick Off 2012 in a Powerful Way"
Janurary 20th |
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| LTC Required AZ Partnership Update Training |
January 6th from 1-5pm
Western Asset Protection, Inc. Independent Planners Group
4550 E. Bell Rd. |
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| "Someday" Begins TODAY! |
Join us as Becky presents a culmination of topics pulled from the best seminars: Smart Women Finish Rich, A Man is Not a Financial Plan, What Matters Most, and more.
Join us for a special Womens' Lunch N Learn on October 24th from 11:30am to 12:30pm.
Be sure to call the office or click here to register as space is limited. |
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| Lunch N Learn - Medicare 101 Updates #2 |
Our first event has sold out so we are offering a second session so you don't
have to be frightened of the new Medicare changes coming in October!
This event is scheduled for October 17th, from 11:30 am to 12:30 pm. Space is
limited! Call the office to reserve your seat or Click
here to get more information or to register. |
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| Lunch N Learn - Medicare 101 Updates |
You don't have to be frightened of the new Medicare changes coming in October!
This event has sold out. Please check out our October 17, 2011 event. |
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| DreamCatchers September Meeting |
| Being held in Kingman on Sept. 30th. View agenda |
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| DreamCatchers August Meeting |
| Being Held on 08/26/2011. View agenda. |
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| QuickBooks - Warm Up for Winning The Game |
July 15th - Learn Tips to improve your efficiency of QuickBooks with a Question and Answer period at the end of class.
Class time is 9am to 11am. Call the office to reserve a seat. |
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| DreamCatchers Retreat |
Location: Sea Side Sonoran Sky Resort
Rocky Point, Mexico
Details:
- Thurs. May 5 - travel via caravan to Puerto Penasco and Welcome Reception
on the Ingram veranda
- Fri. May 6 - DreamCatcher meeting
- Sat. May 7 - Retreat in your favorite "right on the beach" way
and team dinner at sunset
- Sun. May 8 - travel back home
Click
here for more info.
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| Visit to Genworth Financial Trust Company |
| May 4th, Visit to Genworth Financial Trust Company for a market update. |
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| April 25 Lunch n Learn |
Myths and Realities re: the Mortgage World
Come find out - An inside look on how the mortgage market works, what effects
rates, what does it really take to qualify for a loan. How does it effect my credit
if I have a short sale or foreclosure, how long before I can buy again, what does
it take to buy an investment property, & what are my options if I am upside
down?
Monday April 25th, from 11:30-12:45...limited seating
Please RSVP to 602-494-7641
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| Lunch N Learn - eMoney |
March 14th & 21st from 11:30am -12:45pm The Vault
Learn the fail- safe way to store all your important family documents accessible by Internet from anywhere.
Seating is limited Call our office to reserve space.
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| Lunch N Learn - |
March 7th from 11:30am to 12:45pm
Our 2nd Session of "The Cash in the Hat"...we'll study together and give you info to share with family and friends.
RSVP to our office as seating is limited. |
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| 2011 Annual Great Canadian Picnic |
On Saturday, Feb. 5th 2011, the Great Canadian Picnic will be held from 10am to 3pm at the Activity Complex in South Mountain Park.
Free Adminission and everyone is welcome
Please bring a non perishable food item for the food bank
http://www.canadianpicnic.com |
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| DreamCatchers January Meeting |
DreamCatchers January Meeting on January 28th.
view agenda |
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| GAMMI Annual Retreat |
| Office Annual Retreat on January 7, 2011 |
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| DreamCatcher December 2010 Meeting |
December 17, 2010
DreamCatcher meeting and Celebration of GREAT 2010
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| Health Care Changes |
ARE YOU AS CONFUSED ABOUT THE HEALTH CARE CHANGES AS WE ARE?
If you are nearing the age to sign up for Medicare or already have a Medicare Plan, THIS IS A MUST FOR YOU!
Thursday, October 14th could be one of the most important days for you this year.
Because of all the changes in Health Care this year, we are offering seminars on Thursday, October 14th at both 10am and 1pm. Please call our office to register as space is limited.
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| Seminar - Statement Party |
Reading & Understanding Your Financial Statement specifically for all that
already have Prudential Highest Daily portfolios, but also for those who want
to learn more about reading any financial statements they receive.
Oct. 13, 2010 from 5:30pm - 7pm
OrangeTree Resort
Please call our office to register as space is limited. |
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| Client Education Events |
Upcoming Client Education Events, Watch for dates and times:
"Navigating Choppy Seas" by Genworth Wealth Management
"Saving on Capital Gains Taxes While Creating a Private Pension" by Yellowstone Trust Administration
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| Save on Capital Gains Tax ... |
To be rescheduled (Be sure to check back), a seminar on: "Ways to Save Capital Gains Tax on the Sale of Securities, Real Estate and Businesses."
Given by the Yellowstone Trust Administration, Inc.
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| Navigating Choppy Seas - Watch for New Date |
| Seminar on "Navigating Choppy Seas" by Craig Towle, Genworth Financial, To Be Rescheduled.
Exact times of the seminar will be posted later. |
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| QuickBooks Class Coming in May |
| Business Partners -- as you've requested, on May 14th we are holding another Quickbooks Best- Ways-To-Use class to help you manage your business. Contact our office to reserve space. |
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| Estate Planning Seminar |
Estate Planning: What Everyone Needs to Know - Will be held at our office on Wed., April 14, 2010 at 11:30am & 6:30pm.
Please call our office if you are interested in attending. |
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| How to Financially Survive a Job Loss Seminar |
Come and learn about useful ideas to help you financially manage this difficult and emotional time in your life.
When: Wednesday, March 10, 2010 - at 11:30am to 12:30pm or 7:00pm to 8:00pm
Where: 4626 E. Shea Blvd, Suite C-160, Phoenix
Please call our office to reserve space!
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| If You'd Like to Help Haitians |
| "Partners in Health" has a medical complex in Haiti - Paul Farmer's (Harvard grad) - "Zanmi Lasante Hospital was mostly undamaged. Even before the earthquake, Zanmi Lasante was the most important medical complex in Haiti, and a model to healers worldwide."
You can read more about it and donate to Partner's in Health at:
http://www.pih.org/home.html |
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| Free Quickbooks Class |
We are hosting a free Quickbooks class - Level 2 - on Wed. Nov., 11, 2009.
To register, please call our office. |
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| Free Quickbooks Classes |
Did you miss the class in August?
Well plan now to attend the
Quickbooks class that will be held on Friday, Sept. 18th at 9am in our Conference Room.
To Attend Please call our office to register. |
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| Women's "Worth" |
| Watch for special new education series for women and their families ...Worth! |
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| Lunch N Learn - Atlas Resources |
| Saturday, May 16th at 11:00 there will be a presentation regarding Atlas Resources at the Orange Tree Golf Resort. Please call our office for details and reservations. 602-494-7641 |
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| The Circus Coming in June |
Saturday, June 27 at 11:00 a.m.
Tickets are available on a first come first served basis, so call Margaret or Phyllis to reserve yours now (602-494-7641)!
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| DreamCatchers Year End Meeting |
| On Dec. 19th DreamCatchers year-end meeting -- Kick Start Planning for 2009 along with awards!
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| Genworth & AMM Holiday Party |
| Holiday Celebration and Holiday Decoration tour starting at 5:30pm at Arcadia Farms in Scottsdale on December 10, 2008 |
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| Office Closed for Annual Retreat |
| Our office will be closed on November 6th & 7th for our Annual Retreat. |
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| Halloween Party |
Get on your costume, bring your hubby, kids or grandkids and join GAMMI in their first ever Halloween celebration.
Friday October 31st from 2 PM to 4 PM at our office (4626 E Shea Blvd., Ste C-160). Please RSVP to Ops (602-494-7641 ext 100 or ops@gammi.com by Monday October 27th.
We’ll be giving away prizes for the best costume (old & young), best carved pumpkin BYOP (bring your own carved pumpkin from home).
We’ll be playing games and you can win more prizes
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| Estate Planning System Lunch N Learn |
| TO BE RESCHEDULED IN NOVEMBER!
The ABC's of Estate Planning will be Rescheduled.
We will advise to the rescheduled date and if you have any questions, please contact the Operations Department 602-494-7641 ext. 100 or e-mail Ops@gammi.com.
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| Lunch 'n' Learn - Money Merge |
| On Wednesday (9/24) at Active Money Management we are offering 2 sessions regarding a Money Merge presentation. The Money Merge Account program goes beyond helping individuals and families achieve success paying down debt--it also makes it possible to accumulate wealth targeted to each client's personal financial goals. We have a presentation at 11:00am and 12:30pm. Call our office to reserve space - 602-494-7641. |
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| Night at the Circus! |
| Thursday, June 26th - 7:00pm - at the US Airways Center in Phoenix. Be one of the first clients to call either Kia or Brenda and receive fee tickets! |
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| Birthday Party! |
| We are hosting a Birthday Party from 11:30am to 1:30pm on April 30th for our Clients who are 70 yrs. old and older to honor them for their Life Experience and Inspiration that we learn from daily. |
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| American Funds Seminar |
| On March 18, 2008 from 5:30 - 7:00 PM at the Embassy Suites Hotel, Palo Verde II, 4415 E. Paradise Village Parkway S., Phoenix, AZ 85032 Our featured speaker, Sam Perry, Vice President - American Funds, will address a number of interesting topics including:
What makes American Funds Different;
Couping with Market Volatility;
How to Manage Risk in Distribution Phase of Life.
Please RSVP to Operations Dept. at 602-494-7641, ext. 100 or email ops@gammi.com by Wednesday, March 12, 2008. |
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| Wells Real Estate Funds Seminar |
| "Advantages of Owning Real Estate Investment Trusts" featuring Scott Blackwell, Regional Vice President - Wells Real Estate Funds - on Tues., Feb. 19th from 12:00 to 1:30pm or 7 to 8:30pm at our office - 4626 E. Shea Blvd, Suite, C-160, Phoenix. Lunch/Dinner will be served and space is limited. Please RSVP to the Operations Dept. 602-494-7641 ext 100 or email ops@gammi.com. |
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| Year-End Awards Dinner |
| Will be held from 5:00PM - 8:00PM at The Capital Grille Scottsdale - 16489 N. Scottsdale Rd., Scottsdale, AZ 85254. There is Complimentary Valet Parking.
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| Fall Retreat |
| Annual Fall Retreat is being held from 8:00AM to 5:00PM in Lon's at the Hermosa Inn. The Facilitator is Karen Wallace. |
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| FWPIC Annual Training Seminar |
| Arizona Council of Hispanic Employment Program Managers and Phoenix Federal Women's Program Interagency Council is conducting their 12th Annual Training Seminar on August 17th at the Hilton Phoenix Airport located at 2435 S. 47th St. Registration starts at 7am with Opening Ceremonies at 8am. Workshops start at 9:15am and continue to 3:45pm. For additional information, please contact Patricia Heidorn at 602-664-5902 or email at Patricia.L.Heidorn@usdoj.gov. |
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| Lunch 'n' Learn |
| ABC's of Estate Planning given by Becky Gaylor may have to be rescheduled. We will advise as soon as possible. If you have questions, please call Sue at X100. |
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| FUN Fridays |
| JUNE 29nd – RED, WHITE, & BLUE COLOR DAY for Employees… Everyone will dress in these colors to commemorate our 4th of July Holiday.
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| Bring a Guest Luncheon |
| "Bring a Guest Luncheon" featuring Craig Towle, Genworth Financial Asset Management. It will be held on June 21st, 2007 from 11am to 1pm at Maggiano's Little Italy, 16405 N. Scottsdale Rd.
RSVP (602) 494-7641 by June 18th. |
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| Lunch 'n' Learn |
| Join us at 12 noon for a Lunch and Learn session about how you can Update your Credit Scores on June 20th given by Randy Balamut. Please RSVP to Sue Sheridan at 602-494-7641 by June 18th. |
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| FUN Fridays |
| JUNE 15th – HAT DAY...Everyone must wear a hat. be creative, fun, colorful, funny, eccentric, and WHATEVER else you can think of!!
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| Quickbooks Class |
| Accounting and Business Clients - A Quickbooks class will be held on June 15th from 1pm to 5pm in the conference room at our office. Space is limited so please RSVP to Sue at X100 ASAP. |
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| Educational Seminar |
| The office will be closed on Friday, January 26th as the staff will be attending an educational seminar.
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| Client Appreciation Event |
| We would like to thank each and everyone of you for being such valued clients and friends. It's our sincere wish to all of you to have a Happy and Prosperous New Year!
You are cordially invited to attend a private movie showing of "The Ultimate Gift" to be held at Desert Ridge 18 Theaters located at:
Desert Ridge Marketplace
21001 N. Tatum Blvd.
Phoenix, AZ
- -1st showing 11am - 12noon - Lunch Being Served -
12 Noon Movie Start Time
- -2nd showing 6pm - 7pm - Dinner Being Served
- 7pm Movie Start Time
- - -Yes! Friends and Family are invited too, but remember space is LIMITED!
Kindly RSVP to Sue at (602)494-7641 (ext 100) |
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| Long-Term Care Month |
| "Long-Term Care Planning Month is held each year in October. As life spans increase and family structures change, this event was created to raise awareness of the importance of long-term care (LTC) planning and to encourage financial advisors to incorporate it as an integral part of everyday financial and retirement planning.
Have Any Asset Protection Strategies?
Have you taken time to think about the number of asset protection strategies that you employ? Here is a list that most of us wouldn't think of going without:
Asset
Protection Strategy
Automobile
Car Insurance
House
Homeowners' Insurance
Health
Healthcare Insurance
Income
Disability Insurance
Life
Life Insurance
Retirement Plan
Long-Term Care Insurance
Would you drive your car without insurance? No! Industry statistics show a 1 in 300 claims ratio with auto insurance. Would you own a home without homeowner's insurance even if you hold the title free and clear? Absolutely not! Claims ratios on homeowners' insurance runs about 1 in 1250.
Most of us insure our lives to protect our families and be certain that they will live comfortably after we're gone. But few of us have protected our retirement income and assets, which also protects our families and ensures that they will continue to live comfortably when we grow frail or become sick and need care. And, the risk is more than 1 in 2! Long-term care insurance, like life insurance, is not about the insured. It's about the family and the money.
Long-term care insurance will not take family members out of the care equation. What it will do is help them provide care longer and better. It allows family members to oversee the care rather than providing the hands-on care. It preserves dignity and enables family members to remain wives, sons and daughters. It also acts as a firewall in second marriages!
Few of us have done long-term care planning. Fewer have private insurance. The Federal Government continues to send messages and incentives to encourage people to take responsibility for this expense.
We can help you with your Long Term Care! Call Active Money at 602-494-7641 for an appointment
Living a long life is a near certainty.
Planning for long-term care is now a necessity."
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| Lunch 'n' Learn - Nov. 8th |
| Join us at 12 noon for a Lunch and Learn session about how you can Update your Credit Scores on Nov. 8th given by Randy Balamut.
Please RSVP to Sue Sheridan at 602-494-7641 by Nov. 6th. |
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| Fall Retreat |
| The Office will be closed on Thursday, October 12th for our annual Fall Retreat. The Retreat will be held at Eagle Mountain from 8:30am to 4:30pm. |
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| Introductory QuickBooks Class |
| Our office will be offering a QuickBooks introductory class at our office. We will teach how to use invoices, sales receipts, run payroll and other tricks of the trade. We will also provide you with information for filing requirements for Federal and State agencies. The class is to be held August 18th from 1:30 to 4 or on August 19th from 9:00 to 11:00. Please call Karen 602-494-7641 X100 to reserve a seat. |
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| Client Appreciation Dinner |
| You are invited to attend a client appreciation dinner presented by Craig Towle of GE Private Asset Management, Inc. on Tues. Jun 13th from 6pm to 9pm at Lon's, Hermosa Inn - Boardroom. The address is 5532 North Palo Cristi Rd. Scottsdale, AZ 85253. Please RSVP by calling 602-494-7641ext110 by Thurs. June 8th to reserve your seat as space is limited. |
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| Office Hours |
| Our Office Hours are 9am to Noon and 1pm to 5pm on Mon.- Fri. Appointments can be scheduled for after-hours or on Saturday by calling (602) 494-7641. Due to the Holiday schedule, the office will be closed from noon on Thursday, December 21 and reopening on Wednesday, January 3, 2007. The office will also be closed on Friday, January 26th as everyone will be attending an educational seminar.
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| Seminar - Long Term Care - May 18th |
| On Thursday, May 18th, at 12 noon and 7:00pm at our office Brian Kelley of IPG will be speaking on Long Term Care Insurance. We will also have a speaker from Social Security discussing Medicare - "Dispelling Myths". Lunch and Dinner will be served. Please RSVP to 602 494-7641 by May 15th as space is limited. |
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| Client Celebration - March 17, 2006 |
St. Patricks Day! Everyone is Irish today, come join us for corned beef and cabbage from 11 AM to 1 PM at the office, please RSVP by 3/14/06
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| Retirement Red Zone - March 15, 2006 |
| The Retirement Red Zone is a term used to describe the 5 years before retirement and the 5 years following retirement. Please join us for a discussion on navigating the Retirement Red Zone presented by Lee Hurney, American Skandia. RSVP (602 494-7641)by March 13, 2006 to reserve a seat from 6:00pm-8:00pm. Dinner will be provided.
Click here for the Red Zone Picture. |
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| Deadline for IRA Contribution - April 13th |
| DEADLINE for IRA Contribution for 2005 is noon on Thursday April 13th. Please note the office will be closed on Friday April 14th and Monday April 17th for the Easter Holiday. |
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