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.
WE CURRENTLY OFFER FOUR DIFFERENT WORKSHOPS:
1hr Class
RETIREMENT HEADWINDS
Topics Covered:
- Taxes & Retirement
- Pensions
- Income in Retirement
- Designing a Successful Plan
1hr Class
PLAN FOR SUCCESS IN RETIREMENT
Topics Covered:
- Social Security
- Taxes & Retirement
- Stage of Life Investing
- Pitfalls to Avoid
1hr Class
TAXES IN RETIREMENT
Topics Covered:
- Recent tax law changes and how they impact you
- Roth conversions
- Future taxes
2 night - 2hr/night
SUCCESS IN THE NEW RETIREMENT
Topics Covered:
- Challenges in retirement
- How to prepare for the future