28 Oct
October Webinar | The Fragile Decade: Preparing for Retirement | 4-5 PM Replay

Description

Preparing for retirement happiness by turning apprehension into anticipation.
Big transitions in life can be scary and one of the biggest transitions any of us will ever go through will be transitioning from our working lives to a period of our lives where we either reduce our work or stop working all together. Together, we'll help answer your questions about transitioning into retirement.

Join us as we discuss:

  • Anticipating retirement and defining goals.
  • Preparing for the retirement transition and what factors you may not be thinking about.
  • Strategies to help you plan for the unexpected feelings of retirement.

Meet Your Hosts

This presentation is being hosted by Mike Sammons, Wealth Advisor at OneAZ Wealth Management.



Biography
My financial career began with Merrill Lynch in 1991, and I later joined OneAZ Wealth Management in 2004. To better serve clients, extensive training was completed in 2011 to earn the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning. Originally from the Chicago area, I earned a Bachelor’s Degree in Finance from the University of Iowa before making the move to Phoenix.

Outside of work, I love spending time with my wife and two sons, enjoying sports, and playing golf. I am also dedicated to giving back to the community and am passionate about helping families with a wide range of financial needs.

Background
I am registered with FINRA through LPL Financial with Series 7, 63 and 65 securities registrations. I am also licensed in Arizona for Life, Accident & Health, Variable Life and Variable Annuity Insurance, which allows for providing comprehensive guidance.

CRPC conferred by College for Financial Planning. 

Michael will be joined by Kirk Bowman, Vice President, Global Atlantic Consulting

A gifted presenter, leader, and motivator, Kirk’s larger than life personality makes him a natural on stage. His ability to connect with audiences of all kinds comes from a storied career that began in coaching and broadcasting. From there, Kirk went on to sales and sales leadership before eventually taking the leap into the financial services industry, where he’s been for the last 10 years. Kirk is especially passionate about “coaching” financial professionals through some of Global Atlantic Consulting’s (GAC) more self-reflective, personality-based content including the COUR FOUR and CLOUT workshops. He loves to challenge audiences and steer them towards greater personal and professional growth. 

Kirk covers all 50 states from his home bases in Denver, Colorado and Southern California. He and his wife of 24 years dedicate their personal time to staying active and supporting their three children in a variety of academic and athletic pursuits. 

MRR 1167326 

Date and Time

Wed, Oct 28, 2026

4:00p - 5:00p MST

Location

Microsoft Teams Webinar

PT1H
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. OneAZ Credit Union (OneAZ CU) and OneAZ Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using OneAZ Wealth Management, and may also be employees of OneAZ CU.  These products and services being offered through LPL or its affiliates, which are separate entities from, and not affiliates of OneAZ CU or OneAZ Wealth Management.  Securities and insurance offered through LPL or its affiliates are: NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY • NOT CREDIT UNION GUARANTEED • NOT CREDIT UNION DEPOSITS OR OBLIGATIONS • MAY LOSE VALUE MRR 1167326

Event Registration

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