LIVE Zoom

Please join our FREE Financial Wellness LIVE Zoom classes hosted by Scott Sandell. Ask and get answers to your questions live for valuable and timely information regarding important personal financial topics. To register and join the class, click on the link next to the date and time.


Social Security Planning Q & A
 
Monday, September 27, 2021 at 5 pm



Finding Unbiased Financial Advice

Thursday, October 7, 2021 at 10:00 AM

It is difficult to know who to trust out there these days and even when you do find someone, don’t let your guard down. We will discuss what to watch out for and what to look for.

 

 


Finding Unbiased Advice Q & A 

Monday, October 25, 2021 at 5 pm

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Meeting ID: 851 5528 5205

 


Understanding Required Minimum Distributions

Thursday, November 4, 2021 at 10:00 AM

As you approach 72 years old, the tax time bomb called your IRA begins to tick a bit louder. When you are required to withdraw money from your savings, your investing must change and taxes managed.

We will discuss all these considerations.

To register for email reminders click the following link (Note, you do not need to enter a library card number): https://scottsdale.libnet.info/event/5193135

This is a virtual program.



Understanding Required Minimum Distributions Q & A
 
Monday, November 29, 2021 at 5 pm

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Meeting ID: 882 0494 4617

 



Financial Planning for Volatile Markets

Thursday, December 2, 2021 at 10:00 AM

9/11, 2008, 2020 are all recent financial crisis that make retirement unpredictable and often difficult to navigate. A sound financial plan allows you to navigate these crises without altering your enjoyable retirement plans. Sound financial planning does not require a crystal ball but it does require an understanding of your own situation while linking your priorities to your investment choices and strategies.

To register for email reminders click the following link (Note, you do not need to enter a library card number): 
https://scottsdale.libnet.info/event/5194083

This is a virtual program.

 

 



Financial Planning for Volatile Markets Q & A
 
Monday, December 20, 2021 at 5 pm
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Meeting ID: 856 8276 2599


Past classes:

Understanding Reverse Mortgages 
Monday, July 26, 2021 at 5 pm

Creating Income in Retirement
Monday, August 30, 2021 at 5 pm