Win Win Investment Planning, LLC



575 W. Chandler Blvd., Suite 220
Chandler, AZ 85225-7534






2017 Schedule


In an effort to offer ongoing quality education, Win Win Investment Planning, LLC offers investment work/funshops designed to entertain, as well as educate. These workshops are open to everyone in the community at no charge. They are designed to help you learn something new at each one. Please invite your friends, family, neighbors and coworkers to attend.

WHERE: All classes will be held in the Win Win Investment Planning conference room (unless noted otherwise), located at 575 W. Chandler Blvd., Suite 220, Chandler, AZ. We are located between Alma School and Arizona Avenue. Turn south at Hartford.

TO REGISTER/RSVP: Please contact us at 480-890-0100 or email or




The following classes are available for any groups of 4 or more people who would like to get together and schedule a class. For your convenience we can come to you. Do you have a topic that you would like to know more about? We are always open to new ideas. Some of these were suggested by clients...


Asset Protection

Are your assets protected? Get answers to common questions that individuals, families, and small business owners have regarding assets. Are you in harm’s way? Join us to learn how to plan today for an enriched tomorrow.


How to Improve Your Memory

Techniques and ideas that will help you retain learned information and to retrieve that learned information and knowledge.


Social Media for the 55+

What are Facebook, LinkedIn, and Pinterest? Get connected with family and friends. Tweets not included.


Speed Reading & Information Management

In today's information society we all need to learn to read faster and increase comprehension. You can achieve improvement in one session!


Succession Planning for Business Owners

If you are now, or are considering becoming, a small business owner, this class is for you; if you do not currently have a written, tested, workable succession plan for you, your business, and your loved ones. Remember: Family Business Succession is the final test of greatness. Come learn how with specific examples, templates, real world stories, and lessons learned. You can DIY or come learn from others.


Time Management / Life Management

We are all busy with work, family, friends and other things. Come get some time management techniques and ideas that work for the 21st century.


Town Hall

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? Email in your questions ahead of time, if you like!


TrustWorks (How to Handle Your Trust)

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? Get real answers to real questions. This is 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.


What Smart Students Know That You Should, Too!

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 cyberlearning.


What To Do When Life Throws You a Curve Ball

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. Let us show you what steps can be taken now to ease the transitions later.






Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck