East Valley Retirement

09/08/2026

Our September newsletter is here! 🍂 Check your inbox for the latest from East Valley Wealth & Retirement.

This month, we’re sharing a special client spotlight, reflecting on the wonderful memories made at our recent Little Mermaid Client Appreciation Event and highlighting more of what’s happening in our East Valley community.

We hope you enjoy it—and as always, thank you for being part of the East Valley Wealth & Retirement family!

08/19/2026

Such a fun night with some of our favorite people! 💙

We had a great time catching up with everyone during cocktail hour and then heading over to Hale Centre Theatre to see The Little Mermaid. 🧜‍♀️✨

One of the things we love most about what we do is the relationships we get to build along the way. It’s always nice to get out of the office, spend time together, and enjoy a great evening with our clients.

We’re so thankful for this community and for all of our wonderful clients who joined us. Thanks for making it such a memorable night!

07/09/2026

What an incredible night.

Thank you to everyone who came out to celebrate the release of The Wishing Game with us at Culinary Dropout. It meant so much to be surrounded by so many wonderful clients, ambassadors, friends, and family as we celebrated this exciting milestone.

We’re so proud of this book and grateful for everyone who has supported the journey along the way.

A big thank you to the amazing team at Culinary Dropout for making the evening so seamless, and to Sammi for an incredible performance that made the night even more special.

We truly couldn’t have asked for a better way to celebrate. 💙📚

07/04/2026

This Fourth of July, we proudly celebrate 250 years of American independence.

For generations, the values of hard work, opportunity, and planning for the future have helped shape our nation's story. Those same values inspire us every day as we help individuals and families build confidence in retirement.

Happy Independence Day from East Valley Wealth & Retirement!

06/24/2026

🎉 Congratulations to our Founder & CEO, Undrea Smith, RICP®, on the release of his new book!

📚 The Wishing Game: A Blueprint for Turning Hope Into Peace of Mind is now available on Amazon.

More than a book about wishes, it’s an inspiring guide to turning hope into action, living with purpose, and creating lasting peace of mind.
We’re proud to celebrate this exciting milestone and invite you to grab your copy today.

✨ Available now on Amazon.

https://www.amazon.com/Wishing-Game-Blueprint-Turning-Peace-ebook/dp/B0GZLJM98M/ref=mp_s_a_1_13?adgrpid=189237223831&dib=eyJ2IjoiMSJ9.BNND1HZaep98lStitgovKy7a0QOBF06R1fcE1C6of3RElbzsEHRX_vDO7_Eg5mW9mDHGbe8ANUGSim9Tg4cOYJwJy7obWItnrInJ8nBEdEzPjAB15aTVrz8i6ru-y7k4NgmmtB6-WT37NWZgBNm5e79Pe15VlvxMBW9lX9t7hU6FHQLLpxlxOc7YjtTgSnQokcTogGwyIUp3xyFmCiv3pA.NKEh8kzHXHAd7BkOl61jXd0Bga7IWDF459IYXhme1WI&dib_tag=se&hvadid=779587060260&hvdev=m&hvexpln=0&hvlocphy=9018842&hvnetw=g&hvocijid=399243824097341212--&hvqmt=e&hvrand=399243824097341212&hvtargid=kwd-299247100466&hydadcr=1175_1015319324_2453901&keywords=the+wishing+game&mcid=4f11dffd3c0c35d680a114d1b5b88dc0&qid=1782330189&sr=8-13

Most people don’t struggle with retirement because they failed to save enough. They struggle because they’re trying to move forward without clarity. In , financial advisor and founder of East Valley Retirement Undrea Smith, RICP®, offers a different way to think about retirement, one grounded n...

06/19/2026

Some journeys begin with a wish.

Others begin with a decision.

A meaningful new chapter is almost here, and we’re excited to share it with you.
For months, we’ve been working on something that reflects the values we believe in most: purpose, clarity, hope, and creating peace of mind for the future.
The wait is almost over.

✨ June 23
Stay tuned.

06/12/2026

What a wonderful evening at Tavern Movie Theatre in Brookfield! ✨💚

Thank you to all of our Wisconsin clients who joined us for a special screening of Wicked: For Good – Part 2. We truly enjoyed spending time with you and sharing this memorable event together.

A heartfelt thank you as well to everyone who contributed to Mr. Bob's Under the Bridge. Your generosity helps provide essential items and support to individuals experiencing homelessness in our community.

We appreciate your continued support and look forward to seeing you at our next event!

06/05/2026

We were honored to support the 18th Annual Breath of Hope Charity Golf Tournament benefiting the Lung Transplant Support Organization (LTSO). ⛳💙

Thank you to our client, James, for inviting us to be part of such a meaningful event. It was inspiring to see so many people come together to support lung transplant recipients and their families.

We're proud to support organizations that make a lasting impact in our communities.

05/29/2026

Thank you to everyone who joined us last weekend at Hale Centre Theatre's The Wizard of Oz! ✨

We loved spending the evening with our amazing clients and appreciate everyone who attended. A special thank you to those who donated to Youth On Their Own—your generosity helps support local students in need.

We look forward to seeing you at our next event!

05/25/2026

Honoring the brave men and women who gave everything for our freedom. This Memorial Day, we pause to remember their sacrifice, courage, and unwavering service to our country. ❤️