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Join Us for Our Quarterly Client Events!
We invite you to unwind and get to know us better in a relaxed and enjoyable atmosphere. These gatherings are designed to foster connections, have fun and allow to show our appreciation for your continued trust and partnership.
Why Attend?
- Relaxed Atmosphere: Share good conversation, friendly conversation and a warm environment where you can feel at ease.
- Engaging Activities: Participate in fun and interactive activities designed to make the evening both enjoyable and memorable.
- Build Connections: Network with like-minded individuals and strengthen your relationships within our community.
Bring a Friend!
We encourage you to bring a friend or acquaintance who might be interested in exploring our services. Whether they are seeking financial guidance or simply want to learn more about what we offer, this is a great opportunity for them to meet us and understand our personalized approach to wealth management in a fun, relaxed and inviting environment.
Keep an eye on your inbox for detailed instructions on how to RSVP for each event. Please note that an RSVP is required to attend, as space is very limited. This ensures we have the opportunity to connect with everyone!
To attend one of our future events, please email info@moneywizeaz.com.
Clients will be notified of event details closer to each date.
- January: State of the Union Virtual Event
- March: Hiking the McDowells
- June: Better Understand Your iPhone – Apple Store, Scottsdale Quarter
- August: Movie Night – Roadhouse Cinemas, Scottsdale
- October: Pumpkin Fest at the Princess
- November: Top Golf, Scottsdale
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.
All dates for 2026:
- Tuesday, February 10th
- Tuesday, May 5th
- Tuesday, August 18th
- Wednesday, October 28th
- Friday, December 11th
Register for our most recent open class HERE.
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.
Our firm is not affiliated with the U.S. government or any governmental agency.
Grounds for Discussion
Each quarter we offer a virtual educational event we call "Grounds for Discussion." Kickstart your day by learning something new from the comfort of your own home, while enjoying your favorite morning beverage!
The event takes place quarterly on a Friday morning from 8:00-8:30 am followed by 15 minutes of Q&A.
Why Attend?
- Gain valuable insights from industry professionals on a specific topic each quarter.
- Get your questions answered during our interactive Q&A session.
- Connect with the Money Wise Retirement Planning Team!
We look forward to "sharing a cup" with you and enriching your morning with knowledge and connection.
- February: Fraud Prevention (Tips from Scottsdale Police Department)
- May: Microsoft AI Scams
- September: Medicare Planning Tips
- November: The Joy Bus
A nonprofit organization whose sole purpose is to relieve the daily struggles of people with cancer by delivering a fresh and healthy meal with a friendly face.