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Money Wise Retirement Planning tailors its educational classes and events to address various financial issues that families and individuals face as they progress to and through retirement. These issues include creating income streams that support your desired lifestyle, developing tax strategies, optimizing Social Security, preparing for unexpected medical expenses and more.

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Clients Mix & Mingle

Clients Mix & Mingle

Federal Employee Workshops

Federal Employee Workshops

Multi-Day Events

Multi-Day Events

Single-Day Events

Clients Mix & Mingle Events

Details coming soon!

There are no upcoming mix & mingle events currently scheduled. Please check back soon!

Federal Employee Workshops

Federal Retirement Impact Workshops

 

Federal employees have unique planning needs—balancing their government benefits with the rest of their sometimes-complex financial picture.

Through extensive training, our firm is well-versed in the particulars of various federal benefit programs and helps federal families to make the most of these benefits—both while working and in retirement. Our goal is to always provide credible financial planning services to our federal clients.

Register for our upcoming Federal Retirement Impact Workshop today, so we can help you take the guesswork out of retiring from federal service.

Jan
28
Federal Employee Workshop
9:00 am | Cambria Hotel Phoenix – North Phoenix
Register

All dates for 2025: Tuesday, January 28th, Thursday, April 3rd, Friday, June 6th, Thursday, September 25th, Wednesday, November 19th

About future workshops: Individuals MUST register to attend and only ONE class is open until it fills, then the next class opens. If you are interested in a class that is not currently open for registration, please email info@moneywiseaz.com.

Single-Day Events:

There are no upcoming single-day events currently scheduled. Please check back soon!