Date & Time: Saturday, September 12, 2026 at 10:00 AM
Location: Scottsdale Civic Center Library, 3839 N Drinkwater Blvd, Scottsdale, AZ 85251
Mathis Wealth Management is partnering with the Scottsdale Public Library to offer a free community education session on retirement planning fundamentals. This session is open to everyone, regardless of age or income level.
Topics Covered
- **How Much to Save**: Rules of thumb, retirement calculators, and factors that affect your savings goal
- **Where to Save**: 401(k), IRA, Roth, taxable accounts, and how to choose
- **Investing for Retirement**: Asset allocation, diversification, and risk tolerance
- **Turning Savings into Income**: Withdrawal strategies, Social Security, pensions, and annuities
- **Common Mistakes to Avoid**: Procrastination, panic-selling, ignoring taxes, and more
Who Should Attend
Anyone who wants to learn retirement planning basics. We will keep the content accessible for beginners, but there will be value for people at any stage of the retirement planning journey.
Format
75-minute session including Q&A. This is an educational presentation and does not constitute financial advice. No sales pitch -- just education.
No Registration Required
This is a public library event. Seating is first-come, first-served. Doors open at 9:45 AM.