Workshops - 2012

 

In an effort to offer ongoing quality education, Win Win Investment Planning, LLC is offering investment work/funshops designed to educate, as well as entertain. The following courses are coming up soon - mark your calendar!

 

These workshops are offered as a community service at no charge. You'll learn something new at each work/funshop. Beginners and experienced investors welcome. Please invite your friends and family to attend. Please RSVP at least 48 hours ahead of event to attend.

 

DATE and TIME WORKSHOP TITLE

Thursday

Jan 12

5:30 - 6:45pm

 

Speed Reading & Information Management

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: In today's information society we all need to learn to read faster and increase comprehension. RSVP to 480-890-0100.

 

Tuesday

Jan 17

5:30 - 6:30pm

 

Town Hall

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Q&A Session: We'll fill up a white board with your questions about wealth, such as: What is going on in the housing market? How can I protect against inflation? What is the forecast for interest rates? What is the economic outlook? Join us when you can and as often as you like on the third Tuesday of every month. Please RSVP to 480-890-0100. Call in your questions ahead of time, if you like!

 

Tuesday

Feb 7

5:30 - 6:45pm

 

Investment Basics (What Everyone Should Know!)

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Investment terms, concepts, ideas, and question & answer session. What's this? How does that work? Why are my investments effected by other economic factors? Where do the Bulls and Bears come from? Excellent for everyone! RSVP to 480-890-0100.

 

Tuesday

Feb 21

5:30 - 6:30pm

 

Town Hall

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Q&A Session: We'll fill up a white board with your questions about wealth, such as: What is going on in the housing market? How can I protect against inflation? What is the forecast for interest rates? What is the economic outlook? Join us when you can and as often as you like on the third Tuesday of every month. Please RSVP to 480-890-0100. Call in your questions ahead of time, if you like!

 

Thursday

Mar 8

5:30 - 6:45pm

 

Time Management/Life Management

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Time management techniques and ideas that work for the 21st century. RSVP to 480-890-0100.

 

Tuesday

Mar 20

5:30 - 6:30pm

 

Town Hall

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Q&A Session: We'll fill up a white board with your questions about wealth, such as: What is going on in the housing market? How can I protect against inflation? What is the forecast for interest rates? What is the economic outlook? Join us when you can and as often as you like on the third Tuesday of every month. Please RSVP to 480-890-0100. Call in your questions ahead of time, if you like!

 

Wednesday

Apr 4

5:30 - 6:45pm

 

What To Do When A Loved One Is Ill or Dies

Speaker: Keith R. Dorson, MBA

Location: University of Phoenix, Mesa Campus, Room #111

Address: 1620 South Stapley Drive, Building #101, Mesa, AZ 85204

Description: Confronting illness, death and dying can be a challenge. Preplanning the estate planning aspects can provide some comfort and enriched remaining time with loved ones. Join us for this seminar to plan for today, for an enriched tomorrow. Please RSVP to 480-890-0100.

 

Tuesday

Apr 17

5:30 - 6:30pm

 

Town Hall

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Q&A Session: We'll fill up a white board with your questions about wealth, such as: What is going on in the housing market? How can I protect against inflation? What is the forecast for interest rates? What is the economic outlook? Join us when you can and as often as you like on the third Tuesday of every month. Please RSVP to 480-890-0100. Call in your questions ahead of time, if you like!

 

Tuesday

May15

5:30 - 6:30pm

 

 

Town Hall

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Q&A Session: We'll fill up a white board with your questions about wealth, such as: What is going on in the housing market? How can I protect against inflation? What is the forecast for interest rates? What is the economic outlook? Join us when you can and as often as you like on the third Tuesday of every month. Please RSVP to 480-890-0100. Call in your questions ahead of time, if you like!

 

Thurdsay

June 14

5:30 - 6:45pm

 

Trust Works (How to Handle Your Trust!)

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

DescriptionSo you're a trustee, now what do you do?  What is a trustmaker? How do you properly fund a trust? What are the responsibilities of having a trust? What types of trusts are proper? Real answers to real questions. A trustee's survival workshop. Don't miss it if you own a trust, are named in someone's trust, or have always just wondered about trusts. RSVP to 480-890-0100.

 

Tuesday

Jun 19

5:30 - 6:30pm

 

Town Hall

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Q&A Session: We'll fill up a white board with your questions about wealth, such as: What is going on in the housing market? How can I protect against inflation? What is the forecast for interest rates? What is the economic outlook? Join us when you can and as often as you like on the third Tuesday of every month. Please RSVP to 480-890-0100. Call in your questions ahead of time, if you like!

 

Tuesday

Jul 17

5:30 - 6:30pm

 

Town Hall

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Q&A Session: We'll fill up a white board with your questions about wealth, such as: What is going on in the housing market? How can I protect against inflation? What is the forecast for interest rates? What is the economic outlook? Join us when you can and as often as you like on the third Tuesday of every month. Please RSVP to 480-890-0100. Call in your questions ahead of time, if you like!

 

Tuesday

Aug 7

5:30 - 6:45pm

 

What Smart Students Know That You Should, Too!

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: A chance to learn how to earn maximum grades with optimum new knowledge retention in minimum time. Pick up pointers on how to remember, how to anticipate, the real secret, and cyber learning. RSVP to 480-890-0100.

 

Tuesday

Aug 21

5:30 - 6:30pm

 

Town Hall

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Q&A Session: We'll fill up a white board with your questions about wealth, such as: What is going on in the housing market? How can I protect against inflation? What is the forecast for interest rates? What is the economic outlook? Join us when you can and as often as you like on the third Tuesday of every month. Please RSVP to 480-890-0100. Call in your questions ahead of time, if you like!

 

Thursday

Sep 6

5:30 - 6:45pm

 

Investment Basics (What Everyone Should Know!)

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Investment terms, concepts, ideas, and question & answer session. What's this? How does that work? Why are my investments effected by other economic factors? Where do the Bulls and Bears come from? Excellent for everyone! RSVP to 480-890-0100.

 

Tuesday

Sep 18

5:30 - 6:30pm

 

Town Hall

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Q&A Session: We'll fill up a white board with your questions about wealth, such as: What is going on in the housing market? How can I protect against inflation? What is the forecast for interest rates? What is the economic outlook? Join us when you can and as often as you like on the third Tuesday of every month. Please RSVP to 480-890-0100. Call in your questions ahead of time, if you like!

 

Wednesday

Sep 26

5:30 - 6:45pm

 

Tax Reduction Strategies 

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

DescriptionHow can I save money on my income tax return (1040)? What is real tax planning? Provides real world tax saving ideas. What works, what doesn't and why. See what others are doing that might also work for you. Tax credits, deductions and super deductions. Pay your taxes, just don't overpay. Learn how today! RSVP to 480-890-0100.

 

Tuesday

Oct 9

5:30 - 6:45pm

 

Trust Works (How to Handle Your Trust!)

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: So you're a trustee, now what do you do?  What is a trustmaker? How do you properly fund a trust? What are the responsibilities of having a trust? What types of trusts are proper? Real answers to real questions. A trustee's survival workshop. Don't miss it if you own a trust, are named in someone's trust, or have always just wondered about trusts. RSVP to 480-890-0100.

 

Tuesday

Oct 16

5:30 - 6:30pm

 

Town Hall

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Q&A Session: We'll fill up a white board with your questions about wealth, such as: What is going on in the housing market? How can I protect against inflation? What is the forecast for interest rates? What is the economic outlook? Join us when you can and as often as you like on the third Tuesday of every month. Please RSVP to 480-890-0100. Call in your questions ahead of time, if you like!

 

Tuesday

Oct 24

5:30 - 6:45pm

 

What To Do When A Loved One Is Ill or Dies

Speaker: Keith R. Dorson, MBA

Location: University of Phoenix, Mesa Campus, Room #111

Address: 1620 South Stapley Drive, Building #101, Mesa, AZ 85204

Description: Confronting illness, death and dying can be a challenge. Preplanning the estate planning aspects can provide peace of mind and enriched remaining time with loved ones. Join us for this seminar to plan for today, for an enriched tomorrow. Please RSVP to 480-890-0100.

 

Tuesday

Nov 20

5:30 - 6:30pm

 

Town Hall

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Q&A Session: We'll fill up a white board with your questions about wealth, such as: What is going on in the housing market? How can I protect against inflation? What is the forecast for interest rates? What is the economic outlook? Join us when you can and as often as you like on the third Tuesday of every month. Please RSVP to 480-890-0100. Call in your questions ahead of time, if you like!

Thursday

Dec 6

5:30 - 6:45pm

 

Most Effective Web Searching!

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: How to get the most out of the World Wide Web by learning better search techniques. RSVP to 480-890-0100.

 

Tuesday

Dec 18

5:30 - 6:30pm

 

Town Hall

Speaker: Keith R. Dorson, MBA

Location: Win Win Investment Planning

Address: 616 E. Southern Ave., Suite 102, Mesa

Description: Q&A Session: We'll fill up a white board with your questions about wealth, such as: What is going on in the housing market? How can I protect against inflation? What is the forecast for interest rates? What is the economic outlook? Join us when you can and as often as you like on the third Tuesday of every month. Please RSVP to 480-890-0100. Call in your questions ahead of time, if you like!

 

 

WHEN: Each date shown represents one complete class. You are welcome to attend as many classes as you desire.
 
WHERE: All classes will be held at Win Win Investment Planning conference room (unless noted otherwise), located at 616 E. Southern Ave., Suite 102, Mesa, AZ. Driving directions are available upon request.
 
TO REGISTER / RSVP: Please contact Office Manager, Laura Compton at 480-890-0100, toll free 1-800-833-5514, fax 480-890-7826, or send email to kdorson@wwinvestment.com.