Call Us Call Us
(480) 556-6600 Visit our office
Request a no-obligation meeting today to discuss your financial future and the possible role of insurance and investments in your financial strategy!

It can be difficult to make financial decisions without access to information.

We’re committed to helping you make informed decisions about your financial future.

Money Wise classes

At Money Wise, we hold informational retirement classes for our clients and the greater community that features information on specific topics including retirement income planning, retirement needs & expenses, investments, risk management, retirement roadblocks & mistakes and Social Security planning. We strive to keep you up-to-date on issues that matter to you, your family and your financial well-being. Feel free to register on line for our upcoming classes or call our office for more information.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

 

Our Calendar of Events


APRIL/MAY

Mondays - April 30 & May 7
6:30 p.m. - 9:00 p.m.

Mesa Community College
Red Mountain Campus
7110 E. McKellips Road
Mesa, AZ 85201


OR

Tuesdays - May 8 & 15
6:30 p.m. - 9:00 p.m.

Mesa Community College
Red Mountain Campus
7110 E. McKellips Road
Mesa, AZ 85201



JUNE

Mondays - June 4 & 11
6:30 p.m. - 9:00 p.m.

Paradise Valley Community College
18401 N. 32nd St.
Phoenix, AZ 85032


OR

Tuesdays - June 12 & 19
6:30 p.m. - 9:00 p.m.

Paradise Valley Community College
18401 N. 32nd St.
Phoenix, AZ 85032



JUly

Tuesday's - July 10 & 17
6:30 p.m. - 9:00 p.m.

Chandler Gilbert Community College
Pecos Campus
2626 E. Pecos Rd
Chandler, AZ 85225


OR

Wednesday's - July 18 & 25
6:30 p.m. - 9:00 p.m.

Chandler Gilbert Community College
Pecos Campus
2626 E. Pecos Rd
Chandler, AZ 85225

Request Our Retirement Kit

Request our retirement kit that addresses several topics you should consider when planning your retirement.
  • we’re here to help you Retire with Confidence.

    services we offer

    attend a class

    request a consultation
    Privacy Policy | Terms

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Money Wise are not affiliated companies.

    The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional. Money Wise is not affiliated with or endorsed by the Social Security Administration or any other government agency.

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.