Broker Check


At Prism, we believe education is the cornerstone of building a successful investment philosophy and supporting our clients' goals. As part of this service we regularly host a variety of events including webinars, in-person classes, and collaborative workshops. If you are interested in attending an event, register here to let us know you're coming. If you see a topic you think someone else would benefit from, please share this page - our events are typically open to everyone unless otherwise noted.

If you have questions about any event, or requests for a topic you would like for us to include, get in touch with Marie in our office at 480.661.1236 or 


May 24, 2018

12:00p - 1:30p

ASU Skysong

Innovative People: Tuft & Needle Culture

How are you leveraging your company culture to make for a more successful business? Use code PRISM2018 on the event website link for complimentary tickets to this Lunch & Learn series.


July 27, 2018

1:00p - 5:00p

Sea Cliff Country Club

Become a Better Investor

Do you feel that the financial services industry is not empowering you to be the best investor possible? Attending this workshop will provide you with the tools you need to take control. Learn how to invest in a way that supports your personal philosophy and goals.


August 23, 2018

12:00p - 1:30p

ASU Skysong

Innovative People Event: Upward Projects

People problems taking a toll on your business???😖 In this new monthly series, prominent leaders share their stories of overcoming today's largest business challenges by making CULTURE a priority.


October 18, 2018

6:00p - 7:30p

Forakis Law

Purposeful Estate Planning

Due to unexpected events, we must regretfully cancel “Purposeful Estate Planning” on Thursday Oct 18. We look forward to rescheduling this event in the near future and hope you will be able to join us then. If you would like to host this class for a group you are associated with, please coordinate with Marie at 480-661-1236 for available dates.

Event Registration

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