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Home » Workshops

Seminars and Events

At Netzel Financial, we hold informational seminars and presentations for our clients and the greater community that feature information on specific topics regarding your financial future. Often, our seminars include guest speakers and special activities as wells as take-home materials. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to schedule a one-on-one, no-obligation meeting whenever you attend a seminar or presentation.
 

Talkin' Money

We host many events and educational workshops throughout the year. Our on-site learning center is the perfect venue for clients and the community to connect and share information about economic changes and their concerns in the financial noise of today’s age. Join us at our next Talkin' Money class as we help you navigate through all the noise and interact with like-minded peers to challenge your thinking and share your experiences as you strategize for tomorrow.  Please R.S.V.P. via email at info@NetzelFinancial.com or call 480-219-0657.



 








Dinner Seminars

We also host several introduction educational workshops to introduce ourselves to prospective clients that are looking for financial guidance as they plan for retirement. We walk you through how we protect your principal, generate sustainable income for your needs and lifestyle, and grow your portfolio as you build your legacy.

These events fill up fast, so make sure you call the reservation number to save your seats!

 

Calendar of Events


April 25, 2018 AT 6:00PM  -  Talkin' Money...at Night
Topic: Join us as we cover the most recent topics regarding the market and your retirement!
Where: The Netzel Financial Learning Center
10450 E Riggs Rd., Suite 102, Sun Lakes. AZ 85248
Please R.S.V.P. to info@NetzelFinancial.com or call 480-219-0657

 

April 26, 2018 AT 9:00AM  -  Talkin' Money - Breakfast Class
Topic: In this even we will be discussing the most up to date topics for your retirement!
Where: The Netzel Financial Learning Center
10450 E Riggs Rd., Suite 102, Sun Lakes. AZ 85248
Please R.S.V.P. to info@NetzelFinancial.com or call 480-219-0657


 

Workshop Registration

  • Who We Are / Our Focus
    Steve Netzel
    Netzel Financial, Full Service Financial Advisors, focuses on helping pre-retirees and retirees avoid common financial mistakes when planning for their future.
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    Resources
    Constantly keeping you in the know. View our resources page to stay updated on the latest financial news and media.
    » View our Library
    Upcoming Events
    View our calendar of upcoming events. We invite all clients, referrals and visitors to attend our events.
    » Calendar of Events
    Steve Netzel is a registered representative offering securities through Kalos Capital, Inc., member FINRA/SIPC. Investment advisory services provided through Val Vista Capital Management, LLC, a registered investment adviser and wholly owned subsidiary of Netzel Financial (a dba of Affordable Supplemental, Inc.). Netzel Financial and Val Vista Capital Management are not affiliated with Kalos Capital, Inc. Steven M. Netzel is licensed to solicit and sell securities and advisory services in multiple states. Please contact our office for the list of states. Netzel Financial, Kalos Capital, Inc. and Val Vista Capital Management, LLC does not provide tax or legal advice. Please consult with your tax and/or legal advisor for such guidance.

    *Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

    This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.