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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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Ladies Mix & Mingle Events

Held monthly from 6:00-8:00 pm at rotating venues in the Phoenix Metropolitan area, these fun and casual events are a great way for ladies 50 and older to meet and get to know us and the services we provide.  Enjoy a glass of wine and light appetizers while engaging in female focused conversation. 

Apr
13
Ladies Mix & Mingle
6:00 pm | Isabella’s Kitchen
May
12
Ladies Mix & Mingle
6:00 pm | LDV Winery Old Town
Jun
01
Ladies Mix & Mingle
6:00 pm | The Ostrich Bar Speakeasy

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.

Apr
25
Social Security Strategies
5:30 pm | Online Zoom Webinar
May
09
Legacy Planning Using Life Insurance
5:30 pm | Online Zoom Webinar
May
23
Asset Based Long Term Care
5:30 pm | Online Zoom Webinar
Jun
06
Health Insurance Under Age 65
5:30 pm | Online Zoom Webinar

ProFed 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.

Jun
08
Federal Retirement Impact Workshop
9:00 am | Holiday Inn Glendale
Sep
22
Federal Retirement Impact Workshop
9:00 am | Holiday Inn Glendale

Multi-Day Events:

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.

Jun
07 & 14
Retirement Planning Today
6:30 pm | Glendale Community College North Campus
Jun
16 & 23
Retirement Planning Today
6:30 pm | Glendale Community College North Campus

Single-Day Events:

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