Free educational sessions on retirement planning, estate planning, and financial topics — open to all
Events & Webinars
Upcoming Events
Social Security Claiming Strategies for Couples
When: Saturday, September 5, 2026 at 11:30 AM
Where: Online (Zoom)
A free webinar exploring Social Security filing strategies for married couples. Learn about spousal benefits, survivor benefits, and how to coordinate claiming to maximize lifetime income.
View details & register →Retirement Planning Basics (Community Education Series)
When: Saturday, September 12, 2026 at 10:00 AM
Where: Scottsdale Civic Center Library, 3839 N Drinkwater Blvd, Scottsdale, AZ 85251
A free community education session hosted at the Scottsdale Public Library. Learn the fundamentals of retirement planning -- saving, investing, and income strategies. Open to all.
View details & register →Year-End Tax Planning Workshop
When: Saturday, September 26, 2026 at 12:00 PM
Where: Mathis Wealth Management Office, 1234 N Scottsdale Rd, Scottsdale, AZ 85250
Join us for a practical workshop on year-end tax planning strategies including tax-loss harvesting, charitable giving, retirement-account contributions, and other moves to consider before December 31. Educational only.
View details & register →Business Owner Exit Planning Seminar
When: Saturday, October 10, 2026 at 11:00 AM
Where: Mesa Convention Center, 263 N Center St, Mesa, AZ 85201
A comprehensive seminar for business owners planning their eventual exit. Learn about valuation, succession options, tax strategies, and creating a transition plan that protects your legacy and financial security.
View details & register →Roth Conversion Strategies Workshop
When: Saturday, November 7, 2026 at 11:00 AM
Where: Mathis Wealth Management Office, 1234 N Scottsdale Rd, Scottsdale, AZ 85250
Explore when and how Roth conversions can strengthen your retirement plan. Learn about tax brackets, Medicare impacts, conversion timing strategies, and common pitfalls in this educational workshop.
View details & register →Past Events
Estate Planning Essentials for Arizona Families
August 22, 2026
An in-person workshop covering wills, trusts, beneficiary designations, and health care directives. Open to all audiences. Light refreshments provided.
View details →Retirement Readiness for Public Safety Professionals
August 15, 2026
A free 60-minute webinar for firefighters and law enforcement nearing retirement. Learn the key decisions -- DROP timing, pension elections, health insurance transitions, and Social Security claiming.
View details →Understanding Tax-Advantaged Retirement Accounts (Past Event)
July 18, 2026
A past webinar covering 401(k), 403(b), 457(b), IRA, and Roth accounts -- how they work, contribution limits, and tax implications. Recording available to registered attendees.
View details →Women and Wealth: Financial Confidence Workshop (Past Event)
June 20, 2026
A past in-person workshop designed for women at all stages of their financial journey. Topics included budgeting, investing, retirement planning, and navigating financial transitions.
View details →All events are educational in nature and do not constitute individualized financial, tax, or legal advice. For guidance specific to your situation, please consult a qualified professional.