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Events

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Get Complimentary Financial Education Near You

In today’s world, access to information has never been easier. The challenge is sifting through all the options to determine what works best for your situation. At Acute Wealth Advisors, we are dedicated to teaching and educating individuals about the steps they can take to better prepare for retirement. We regularly volunteer our time through the Foundation for Financial Education (F3E), a non-profit organization dedicated to eliminating financial illiteracy.

Check out our upcoming classes that best address your financial concerns and take action on improving your financial literacy. We look forward to meeting with you!

WE OFFER TWO DIFFERENT WORKSHOPS:

 

1hr Class

SOCIAL SECURITY & TAXES IN RETIREMENT COURSE

Topics Covered:

  • Social Security
  • Taxes & Retirement
  • Stage of Life Investing
  • Recession Protection

Reserve Seat

2-night, 1.5 hours per night

RETIREMENT PLANNING 101

Topics Covered:

  • Recent Tax Law Changes & How They Impact You
  • Roth Conversions
  • Future Taxes
  • Challenges In Retirement
  • How To Prepare for The Future

Reserve Seat

F3E Community Workshops

At Acute Wealth Advisors, we’re dedicated to educating individuals about the steps they can take to better prepare for retirement. We regularly volunteer our time through the Foundation for Financial Education (F3E), a non-profit organization dedicated to eliminating financial illiteracy. These workshops last about an hour and are focused on various topics related to retirement. All workshops are free of charge and open to the public. Make plans to attend one of our upcoming retirement workshops.

08/18

Social Security & Taxes in Retirement Seminar @ 6:00pm

Glendale Main Library

5959 W Brown St
Glendale, AZ 85302
Large Meeting Room

08/18

Social Security & Taxes in Retirement Seminar @ 6:00pm

Fountain Hills Community Center

13001 N La Montana Dr
Fountain Hills, AZ 85268
O'Flynn Room

08/19

Social Security & Taxes in Retirement Seminar @ 6:00pm

Tumbleweed Recreation Center

745 E Germann Rd
Chandler, AZ 85286
Acacia/Juniper Rooms

08/26

Social Security & Taxes in Retirement Seminar @ 6:00pm

Foothills Library

19055 N 57th Ave
Glendale, AZ 85308
Roadrunner Room

08/27

Social Security & Taxes in Retirement Seminar @ 5:30pm

Environmental Education Center

4050 E Chandler Heights Rd
Chandler, AZ 85249
Painted Desert Room 112

08/27

Social Security & Taxes in Retirement Seminar @ 6:00pm

Paradise Valley Community Center

17402 N 40th St
Phoenix, AZ 85032
Room A44

09/01

Social Security & Taxes in Retirement Seminar @ 6:00pm

Gilbert SE Regional Library

775 N Greenfield Rd
Gilbert, AZ 85234
Alcott Conference Room

09/01

Social Security & Taxes in Retirement Seminar @ 6:00pm

Estrella Mountain Community College

3000 N Dysart Rd
Avondale, AZ 85392
Komatke East Plaza Gallery

PLEASE FILL OUT THE FORM TO ATTEND OUR NEXT F3E COMMUNITY WORKSHOPS.

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F3E College Workshops

For those individuals interested in an in-depth education on personal finance and retirement, Acute Wealth Advisors and the Foundation for Financial Education (F3E), a non-profit organization, have teamed up to teach a personal finance course focused on retirement planning. These classes are held at a local Community College and are two 1.5-hour sessions. The class is designed to give you the education, tools, and reports you will need to properly plan your retirement. Your tuition fee will be waived at registration. Register to attend an upcoming class today.

Sorry, there are no upcoming events.

FAQs

What types of financial education events do you offer?
We host a variety of engaging events for Arizona residents, including hands-on Social Security and Taxes workshops, foundational Retirement Planning 101 classes, and interactive multi night retirement education series. Each event is designed to empower you with practical knowledge for a confident financial future.
Are the classes free?
Yes! All our retirement planning and financial education events are completely free for participants. It’s our mission to make valuable financial knowledge accessible to everyone in the community.
What topics are covered in the workshops?
Our workshops cover a wide range of retirement topics: from navigating tax law changes and Roth IRA conversions, to mastering recession protection strategies, optimizing Social Security, and preparing for the unique challenges of retirement in Arizona. We deliver expert guidance tailored for local retirees.