S1941C - Intro To Retirement Investment And Income Planning
1 Session | Registration opens 1/12/2026 10:00 AM MST (Arizona)
Information designed for people near or in retirement with a low level of knowledge when it comes to investing. We will cover retirement specific investments and strategies. Some have been around for generations and some have been newly developed. Don't feel intimidated, you are welcome to come in, sit back, relax, and learn. You will be given plenty of educational material to bring home and you will have an opportunity to have a retirement income and assets report specific to your situation.
Matt Mundy
Matt Mundy, RICP has been helping families prepare for their retirement since the 1990s. Matt graduated from Northern Illinois University in 1995 and has since grown his Retirement Planning and Investment Firm to one of the largest in Maricopa. As a RICP [Retirement Income Certified Planner], he specializes in Retirement Specific Investments and Strategies. Matt is not a "Jack of All Trades". This allows him to focus his time and efforts to being the most knowledgeable in his specialty.