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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.
     

    Our Event Topics

    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 staff@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!

     

    Our Calendar of Community Events



    JUNE
     

    JUNE 30, 2017 AT 9:00AM            ***NOW STREAMING ONLINE!!!***
    Topic: Talkin' Money & Breakfast Class
    Where: The Netzel Financial Learning Center
    10450 E. Riggs Road Suite 102, Sun Lakes, Arizona 85248
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.
      ***Missed it? Watch the Replay Stream on 7/5/2017 at 1:00PM!!!***



     


    JULY













    JULY 4, 2017            ***OFFICE CLOSED IN OBSERVANCE OF INDPENDENCE DAY***


    JULY 14, 2017 AT 9:00AM            ***NOW STREAMING ONLINE!!!***

    Topic: Talkin' Money & Breakfast Class
    Where: The Netzel Financial Learning Center
    10450 E. Riggs Road Suite 102, Sun Lakes, Arizona 85248
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.
      ***Missed it? Watch the Replay Stream on 7/19/2017 at 1:00PM!!!***



    JULY 25, 2017 AT 6:00PM            
    Topic: Retirement Outlook 2017 - Dinner Workshop
    Where: Roy's Hawaiian Fusion & Cuisine
    7151 W. Ray Road, Chandler, Arizona 85226

    Learn More About This Event
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.
     


    JULY 27, 2017 AT 6:00PM            
    Topic: Retirement Outlook 2017 - Dinner Workshop
    Where: Fleming's Prime Steakhouse & Wine Bar
    905 W. 54th Street, Chandler, Arizona 85226

    Learn More About This Event
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.



    JULY 28, 2017 AT 9:00AM            ***NOW STREAMING ONLINE!!!***
    Topic: Talkin' Money & Breakfast Class
    Where: The Netzel Financial Learning Center
    10450 E. Riggs Road Suite 102, Sun Lakes, Arizona 85248
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.
      ***Missed it? Watch the Replay Stream on 8/2/2017 at 1:00PM!!!***

     



    AUGUST



    August 11, 2017 AT 9:00AM            ***NOW STREAMING ONLINE!!!***
    Topic: Talkin' Money & Breakfast Class
    Where: The Netzel Financial Learning Center
    10450 E. Riggs Road Suite 102, Sun Lakes, Arizona 85248
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.
      ***Missed it? Watch the Replay Stream on 8/11/2017 at 1:00PM!!!***




    August 25, 2017 AT 9:00AM            ***NOW STREAMING ONLINE!!!***
    Topic: Talkin' Money & Breakfast Class
    Where: The Netzel Financial Learning Center
    10450 E. Riggs Road Suite 102, Sun Lakes, Arizona 85248
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.
      ***Missed it? Watch the Replay Stream on 8/30/2017 at 1:00PM!!!***


     


    SEPTEMBER


    SEPTEMBER 4, 2017           ***OFFICE CLOSED IN OBSERVANCE OF LABOR DAY***



    SEPTEMBER 8, 2017 AT 9:00AM            ***NOW STREAMING ONLINE!!!***
    Topic: Talkin' Money & Breakfast Class
    Where: The Netzel Financial Learning Center
    10450 E. Riggs Road Suite 102, Sun Lakes, Arizona 85248
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.
      ***Missed it? Watch the Replay Stream on 9/13/2017 at 1:00PM!!!***




    SEPTEMBER 22, 2017 AT 9:00AM            ***NOW STREAMING ONLINE!!!***
    Topic: Talkin' Money & Breakfast Class
    Where: The Netzel Financial Learning Center
    10450 E. Riggs Road Suite 102, Sun Lakes, Arizona 85248
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.
      ***Missed it? Watch the Replay Stream on 9/27/2017 at 1:00PM!!!***




    SEPTEMBER 28, 2017 AT 6:00PM            
    Topic: Retirement Outlook 2017 - Dinner Workshop
    Where: The Keg Steakhouse & Bar
    SanTan Village Mall, 2240 E. Williams Field Road, Gilbert, Arizona 852295

    Learn More About This Event 
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.

     



    OCTOBER

    OCTOBER 3, 2017 AT 6:00PM            
    Topic: Retirement Outlook 2017 - Dinner Workshop
    Where: The Keg Steakhouse & Bar
    SanTan Village Mall, 2240 E. Williams Field Road, Gilbert, Arizona 852295

    Learn More About This Event 
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.


    OCTOBER 5, 2017 AT 6:00PM            
    Topic: Retirement Outlook 2017 - Dinner Workshop
    Where: The Keg Steakhouse & Bar
    SanTan Village Mall, 2240 E. Williams Field Road, Gilbert, Arizona 852295

    Learn More About This Event 
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.


    OCTOBER 6, 2017 AT 9:00AM            ***NOW STREAMING ONLINE!!!***
    Topic: Talkin' Money & Breakfast Class
    Where: The Netzel Financial Learning Center
    10450 E. Riggs Road Suite 102, Sun Lakes, Arizona 85248
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.
      ***Missed it? Watch the Replay Stream on 10/11/2017 at 1:00PM!!!***


    OCTOBER 12, 2017 AT 6:00PM            
    Topic: Retirement Outlook 2017 - Dinner Workshop
    Where: Roy's Hawaiian Cuisine
    7151 W. Ray Road, Chandler, Arizona 85226

    Learn More About This Event 
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.


    OCTOBER 17, 2017 AT 6:00PM            
    Topic: Retirement Outlook 2017 - Dinner Workshop
    Where: Roy's Hawaiian Cuisine
    7151 W. Ray Road, Chandler, Arizona 85226

    Learn More About This Event 
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.


    OCTOBER 19, 2017 AT 6:00PM            
    Topic: Retirement Outlook 2017 - Dinner Workshop
    Where: Roy's Hawaiian Cuisine
    7151 W. Ray Road, Chandler, Arizona 85226

    Learn More About This Event 
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.


    OCTOBER 20, 2017 AT 9:00AM            ***NOW STREAMING ONLINE!!!***
    Topic: Talkin' Money & Breakfast Class
    Where: The Netzel Financial Learning Center
    10450 E. Riggs Road Suite 102, Sun Lakes, Arizona 85248
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.
      ***Missed it? Watch the Replay Stream on 10/25/2017 at 1:00PM!!!***



    OCTOBER 24, 2017 AT 6:00PM            
    Topic: Retirement Outlook 2017 - Dinner Workshop
    Where: The Keg Steakhouse & Bar
    SanTan Village Mall, 2240 E. Williams Field Road, Gilbert, Arizona 852295

    Learn More About This Event 
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.


    OCTOBER 26, 2017 AT 6:00PM            
    Topic: Retirement Outlook 2017 - Dinner Workshop
    Where: The Keg Steakhouse & Bar
    SanTan Village Mall, 2240 E. Williams Field Road, Gilbert, Arizona 852295

    Learn More About This Event 
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.


     


    NOVEMBER
     

    NOVEMBER 2, 2017 AT 6:00PM            
    Topic: Retirement Outlook 2017 - Dinner Workshop
    Where: The Keg Steakhouse & Bar
    SanTan Village Mall, 2240 E. Williams Field Road, Gilbert, Arizona 852295

    Learn More About This Event 
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.


    NOVEMBER 3, 2017 AT 9:00AM            ***NOW STREAMING ONLINE!!!***
    Topic: Talkin' Money & Breakfast Class
    Where: The Netzel Financial Learning Center
    10450 E. Riggs Road Suite 102, Sun Lakes, Arizona 85248
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.
      ***Missed it? Watch the Replay Stream on 11/8/2017 at 1:00PM!!!***


    NOVEMBER 17, 2017 AT 9:00AM            ***NOW STREAMING ONLINE!!!***
    Topic: Talkin' Money & Breakfast Class
    Where: The Netzel Financial Learning Center
    10450 E. Riggs Road Suite 102, Sun Lakes, Arizona 85248
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.
      ***Missed it? Watch the Replay Stream on 11/22/2017 at 1:00PM!!!***



    NOVEMBER 23, 2017            ***OFFICE CLOSED IN OBSERVANCE OF THANKSGIVING***   

     


    DECEMBER


    DECEMBER 1, 2017 AT 9:00AM
    Topic: Talkin' Money & Breakfast Class
    Where: The Netzel Financial Learning Center
    10450 E. Riggs Road Suite 102, Sun Lakes, Arizona 85248
    Please R.S.V.P. via email at Staff@NetzelFinancial.com or call 480.219-0657.
      ***Missed it? Watch the Replay Stream on 12/6/2017 at 1:00PM!!!***
     



    DECEMBER 25, 2017            ***OFFICE CLOSED IN OBSERVANCE OF THANKSGIVING***
     

    NETZEL ANNUAL HOLIDAY PARTY            ***to be annouced***


     


    JANUARY

    JanuaRy 1, 2017            ***OFFICE CLOSED IN OBSERVANCE OF new years***

     

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    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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    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.

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