MARQUIS WEALTH GROUP

(480) 581-5330

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  • More
    • Home
    • Who We Are
      • About Us
      • Our Team
      • Our Partners
      • In The Community
    • What we do
      • Achieving the Right "Fit"
      • Process
      • Services
      • Events
      • Market Updates
    • Clients
      • LPL Client Log in
      • American Funds 529 Login
      • Contact
      • Forms
      • Resources
      • Security & Statements
      • Tax Planning

(480) 581-5330

MARQUIS WEALTH GROUP
  • Home
  • Who We Are
    • About Us
    • Our Team
    • Our Partners
    • In The Community
  • What we do
    • Achieving the Right "Fit"
    • Process
    • Services
    • Events
    • Market Updates
  • Clients
    • LPL Client Log in
    • American Funds 529 Login
    • Contact
    • Forms
    • Resources
    • Security & Statements
    • Tax Planning

Events

04/29/2025

Monthly Education Webinar - Credit Score, Debt, Budgeting

12:00 PM

-

12:45 PM EST

Zoom

Event Details

04/29/2025

Monthly Education Webinar - Credit Score, Debt, Budgeting

Tips debt management, budgeting and credit score. 


Please R.S.V.P. to Marcia Ramos at (480) 581-5331 (call or text) or email at mramos@strato...

Event Details

12:00 PM

-

12:45 PM EST

Zoom

05/27/2025

Monthly Education Webinar - Power of Compounding Interest

12:00 PM

-

12:45 PM EST

Zoom

Event Details

05/27/2025

Monthly Education Webinar - Power of Compounding Interest

Important powerful tool to understand and how to use it.


Please R.S.V.P. to Marcia Ramos at (480) 581-5331 (call or text) or email at mramos@...

Event Details

12:00 PM

-

12:45 PM EST

Zoom

07/29/2025

Monthly Education Webinar - Maximizing Social Security

12:00 PM

-

12:45 PM EST

Zoom

Event Details

07/29/2025

Monthly Education Webinar - Maximizing Social Security

Maximizing social security benefits, how investing during retirement.


Please R.S.V.P. to Marcia Ramos at (480) 581-5331 (call or text) or ema...

Event Details

12:00 PM

-

12:45 PM EST

Zoom

08/26/2025

Monthly Education Webinar - 529 College Savings Account

12:00 PM

-

12:45 PM EST

Zoom

Event Details

08/26/2025

Monthly Education Webinar - 529 College Savings Account

Power of these college savings tools, changes in how they can be used.


Please R.S.V.P. to Marcia Ramos at (480) 581-5331 (call or text) or em...

Event Details

12:00 PM

-

12:45 PM EST

Zoom

09/30/2025

Monthly Education Webinar - Medicare Open Enrollment

12:00 PM

-

12:45 PM EST

Zoom

Event Details

09/30/2025

Monthly Education Webinar - Medicare Open Enrollment

Open enrollment period is now, items to consider.


Please R.S.V.P. to Marcia Ramos at (480) 581-5331 (call or text) or email at mramos@stratos...

Event Details

12:00 PM

-

12:45 PM EST

Zoom

More Events

MEDICARE WEBINAR REPLAY

Learn all about Medicare and what it has to offer.  Presented by Cara Eisinger from Group Plans Inc. 

Past Events

Social Security
Medicare
Shredding
Midterms

GUEST SPEAKING

At Marquis Wealth Group we strive to stay up-to-date on trends in our industry. The ever-changing market, tax laws, and needs of our clients keep us on our toes, while the desire to help our clients win financially drives us to learn continuously. We make a habit to know the ins and outs of financial investments, market performance, risk management, and strategies to pursue wealth. We are always innovating, always assessing, and always striving for the best financial results for each of our clients.


We offer seminars on numerous topics and can also customize to fit your target audience. We are always eager to share our knowledge in hopes that others will learn new ways to win with their money.


Our consulting sessions and speaking engagements can be tailored to groups, large or small. We can guide you through all of the topics below, or tailor something specific to your needs.


Consulting and Speaking Topics

  • General Market Conditions (Yearly Outlooks)
  • Retirement: How to Make the Most of Your Golden Years
  • Women in Transition
  • Financial Blind Spots
  • Investing and the Female Brain
  • "Bag Lady No More"
  • Legacy Planning
  • Planning for Special Need Children
  • Social Security Optimization
  • Risk Management, Asset Protection, and Insurance
  • The Vital Role Insurance Plays in Your Wealth Creation
  • Business Succession Planning
  • Smart from the Heart: Charitable & Philanthropic Giving
  • Investing for the Beginner
  • Investing with Retirement in Mind
  • Retirement Income
  • Tax Planning Strategies
  • Wills, Trusts, and Leaving an Inheritance

presenters, presentation, guest speaker, consultants, guest speaking, free guest

Email mramos@stratoswp.com to host us at your next community or corporate event. 

Subscribe

Sign up to get added to our invite list for all future events.


Copyright© 2023 Marquis WEALTH Group-All Rights Reserved. All entities are separate and unaffiliated with LPL Financial. SECURITIES offERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH STRATOS WEALTH PARTNERS, A REGISTERED INVESTMENT advisor. stratos wealth partners AND THE MARQUIS GROUP ARE SEPARATE ENTITIES FROM LPL FINANCIAL. THE LPL FINANCIAL REGISTERED REPRESENTATIVES ASSOCIATED WITH THE SITE MAY ONLY DISCUSS AND/OR TRANSACT SECURITIES BUSINESS WITH RESIDENTS OF THE FOLLOWING STATES: 

AK, AZ, CA, CO, FL, ia, IL, MA, MI, MN, MT, NM, OH, OR, VA, WA, WI.

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