Clients Mix & Mingle Events
Details coming soon!
Virtual Happy Half Hour Events:
BI-WEEKLY ON MONDAYS FROM 5:30-6:00 PM AZ MST
With Cristina Acosta and Nancy Fromm of Money Wise Retirement Planning.
Grab a drink of your choosing and join Cristina and Nancy for their bi-weekly live event via zoom.
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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.
Retirement Planning Today®
An Educational Course for Adults Age 50-65
Due to recent tax law changes, an uncertain future for Social Security and the shift toward employee-directed retirement plans, the need for sound financial strategies has never been greater. In straightforward language, this class explains time-tested strategies that help you to make informed financial decisions. Whether your objective is to build a nest egg, protect your assets or preserve your lifestyle throughout retirement, this course helps you plan your future with confidence. By attending Retirement Planning Today®, you learn about the many ways to save for retirement as well as the advantages and disadvantages of each. We will help you discover how to save money on taxes, manage investment risks and protect your assets from potential long-term health care expenses. Above all, this course helps show you how to assess your financial situation and develop a personalized plan to achieve your retirement goals.
Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. The course is designed to teach you how to build wealth and align your money with your values to accomplish your goals in life. Whether you plan to retire 20 years from now or have just recently retired, the information you learn in this class can deliver rewards throughout your lifetime.
There are no upcoming events currently scheduled. Please check back soon!