Login

Strategic Income Group Events

11:30

12:30

Understanding Cryptocurrency: Myths, Trends, and Portfolio Impact

April 23, 2025

Understanding Cryptocurrency: Myths, Trends, and Portfolio Impact Cutting Through the Hype—What You Really Need to Know Join us for an engaging luncheon at the Chandler Strategic Income Group office as we explore the world of cryptocurrency. This high-level discussion will cover the fundamentals of digital assets, including Bitcoin, NFTs, memecoins, and more, while addressing the key question—do they have a place in your portfolio? Gain insights into the risks, opportunities, and trends shaping the crypto landscape in a practical, no-hype conversation designed to provide clarity in an often-confusing market. 🍽️ Lunch Provided | Seating is Limited 🔹 RSVP: Call 480-466-7070 or email MO@StrategicIncomeGroup.com to reserve your spot.

0 comments

RSVP Event

Are you sure you want to log out?

We’re sad to see you go, if you click this by accident it’s not too late to click off the pop-up and continue shopping or exploring controlp.io

🔵 Phase III

Strategic Income

(300 Series)
Generating income, preserving wealth, and preparing for legacy & generational impact.

301 - Retirement Planning & Income Distribution (Basic Level)
Core retirement planning principles, Social Security strategies, and tax-efficient withdrawal plans.

302 - Advanced Strategies in Retirement & Generational Wealth (Advanced Level)
Estate planning, charitable giving, Roth conversions, and sustainable retirement income planning.

303 - High-Level Legacy, Business Succession & Tax Optimization (Pro Level)
Ultra-high-net-worth legacy structuring, business exits, dynasty trusts, and tax minimization strategies.

🟡 Phase II

Accumulation

(200 Series)
Growing and managing wealth effectively with tax efficiency and disciplined investing.

201 - Introduction to Investing & Wealth Growth (Basic Level)
Understanding investment vehicles, diversification, risk management, and setting long-term financial goals.

202 - Optimizing Wealth Through Smart Investing (Advanced Level)
Portfolio optimization, tax-efficient investing, passive income strategies, and private investment fundamentals.

203 - Maximizing Returns & Private Market Strategies (Pro Level)
High-net-worth investing strategies, hedge funds, private equity, and venture capital opportunities.

🟢 Phase I

Foundation

(100 Series)
Establishing financial principles and key wealth-building fundamentals.

101 - Financial Stewardship & Money Management (Basic Level)
Fundamental financial principles, budgeting, debt elimination, and the mindset of stewardship.

102 - Building a Strong Financial Foundation (Advanced Level)
Expands on core financial principles with cash flow planning, emergency fund structuring, and insurance basics.

103 - High-Level Financial Structuring & Risk Management (Pro Level)
Advanced risk management strategies, foundational estate planning, and long-term wealth preservation fundamentals.

Event RSVP

Impact Investments

Event Reservation

West Valley

East Valley

  • (480) 466-7070
  • 2330 W Ray Rd. #3, Chandler, AZ 85224
  • Monday - Friday

Create Event

SIG Employment Application

  • Daily Inspiration 4/17/2024

    I will help save and make my clients money today than they had yesterday.

    Label

    • Financial Reports

    2023 Market Analysis
    QuarterMediaAuthorReport
    Q1
    		Keri AlcosReport Name / Date
    Q2
    		Michael GauthierReport Name / Date
    Q3
    		Keri AlcosReport Name / Date
    Q4
    		Michael GauthierReport Name / Date

    Schedule a call with one of our financial planners to learn more.

    Future Events

    April Events
    May Events
    June Events
    July Events
    August Events
    September Events
    October Events
    Location: Flemmings
    12:00pm

    60min
    Location: Online
    12:00pm

    60min
    Location: SIG Chandler
    12:00pm

    60min
    Location
    12:00pm

    60min
    Location
    12:00pm

    60min
    Location
    12:00pm

    60min
    Location
    12:00pm

    60min
    Location
    12:00pm

    60min

    Keri Alcos, CWS ®

    Associate Financial Planner| Licensed Medicare Specialist
    (480) 999-9906
    Keri Alcos joins Strategic Income Group as a seasoned associate financial planner and licensed Medicare specialist with 20+ years in the financial services industry. Keri brings with her the Certified Wealth Strategist ® designation and she is also a Licensed Medicare Agent. Keri has significant expertise in managing investment portfolios and creating comprehensive financial plans for clients at large brokerage firms including, Charles Schwab & Company, Morgan Stanley, and USAA. She has a highly robust depth of knowledge in wealth management solutions, financial planning strategies, tax management, and Medicare health care solutions.

    As a former collegiate athlete, Keri has a passion for health and loves educating and helping others with Medicare solutions tailored to their unique health needs and wellness preferences. She was born in Southern California and graduated from the University of Cal State Long Beach with a BA in Psychology. Keri has been married to her wonderful husband Michael for almost 7 years, who retired from the United States Air Force after 20 years of service. As a blended family, they have four amazing children: Dylan (21), Katelyn (17), Ian (13) and Ella (5).

    Visit Profile

    Schedule Your Consultation