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Financial Education Events in Arizona

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!

IN 2023, WE WILL BE OFFERING 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, 2 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.

Sorry, there are no upcoming events.

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 2-hour sessions. The class is designed to give you the education, tools, and reports you will need to properly plan your retirement. There is a small fee to attend this class to cover the cost of workbooks and other course material. Register to attend an upcoming class today.

Sorry, there are no upcoming events.