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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.

 

WE CURRENTLY OFFER FOUR DIFFERENT WORKSHOPS:

 

1hr Class

RETIREMENT HEADWINDS

Topics Covered:

  • Taxes & Retirement
  • Pensions
  • Income in Retirement
  • Designing a Successful Plan
Reserve Seat

1hr Class

PLAN FOR SUCCESS IN RETIREMENT

Topics Covered:

  • Social Security
  • Taxes & Retirement
  • Stage of Life Investing
  • Pitfalls to Avoid
Reserve Seat

1hr Class

TAXES IN RETIREMENT

Topics Covered:

  • Recent tax law changes and how they impact you
  • Roth conversions
  • Future taxes
Reserve Seat

2 night - 2hr/night

SUCCESS IN THE NEW RETIREMENT

Topics Covered:

  • Challenges in retirement
  • How to prepare for the future
Reserve Seat