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We’re committed to helping you make informed decisions about your financial future.
We invite all clients, referrals and visitors to attend our events.

Upcoming Dinner Workshops

Join us at one of our complimentary dinner events!
May 17 & 18
Retirement Planning Workshop
Arrowhead Grill (Glendale)

June 21 & 22
Retirement Planning Workshop
The Keg Steakhouse (Chandler)

June 29 & 30
Retirement Planning Workshop
Fleming's (Chandler)

July 12 & 13
Retirement Planning Workshop
Keg Steakhouse (Desert Ridge)

All workshops begin right at 6:15 PM with check-in starting at 6:00 PM.

**Our events fill up quickly. After you register, a team member will contact you to confirm your reservation.**


Smart Women Smart Retirement Webinar

Women face distinctly different financial challenges than men during retirement, and let’s face it;
most financial professionals aren’t even speaking your language or addressing your issues.

Whether you're married, single, divorced or widowed, it is essential that you have a financial plan based on your needs,
life expectancy, and goals. That is why Strategy Financial Group has partnered with 10-Time Best Selling Author,
David Bach, to discuss what every woman approaching retirement or in retirement needs to know.

David is the author of the book "Smart Women Finish Rich", and is one of the most trusted
and influential financial authors of our time. 

Click "Register" below to reserve your spot at one of the upcoming webinars.


About the Presenter: David Bach

David Bach is one of America’s most trusted financial experts and bestselling financial authors of our time.
He has written ten consecutive New York Times bestsellers with more than seven million books in print,
translated in over 19 languages. His runaway #1 bestseller The Automatic Millionaire spent 31 weeks
on the New York Times bestseller list. He is one of the only business authors in history to have four books
simultaneously on the Wall Street Journal, BusinessWeek and USA Today bestseller lists. Over the past 20 years
David has touched tens of millions through his seminars, speeches and thousands of media appearances. He has
been a contributor to NBC’s Today Show appearing more than 100 times, and a regular on The Oprah Winfrey Show,
ABC, CBS, Fox, CNBC, CNN, Yahoo, The View, PBS, and many more.

Disclosure: This presentation has been created by David Bach and is designed to provide general information on the subjects covered. David Bach is not affiliated with nor does he endorse Strategy Financial Group. The information and opinions presented are those of David Bach and do not necessarily reflect the views of Strategy Financial Group. The content is provided for information purposes only, and is not intended to serve as the basis for financial decisions. Strategy Financial Group does not provide specific legal or tax advice. Strategy Financial Group is not affiliated with or approved, endorsed, or authorized by the Social Security Administration or any other government agency. Please consult with the Social Security Administration or your tax or legal professional for guidance on your individual situation. Investing involves risk, including the potential loss of principal. Any references to protection benefits or lifetime income generally refer to fixed insurance products, not securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.


Corporate Workshops

Financial health is just as important as physical and mental health. 

Research links financial education to improved employee health, work performance, and attendance. A recent study indicated employees are interested in having their employers provide financial advice, guidance and retirement education as they seek ways to realize predictable income for retirement.¹ 

How do you keep your employees informed on different financial topics?
Through our on-site, one-hour workshops, you can promote employee financial health at no cost to your company.

Download a list of workshops here.

¹ Metlife. 2015. 14th Annual U.S. Employee Benefit Trends Study: Opportunity is Knocking.



Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.

Investment advice is offered through Strategy Financial Services LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Strategy Financial Group is stated or implied.