Membership Programs

Please view the notes for membership.



Foundation for Personal Financial Education classes are free, but membership to New Frontiers in Learning is required to attend classes through Mesa Community College. Please call (480) 461-7497.



Thursday, September 30, 2021 at 11:00 AM
Retiring Abroad or Expating

 

This is a discussion of the important considerations of retirement overseas. We will talk about everything including checklists, finding attractive locations for retirement and the logistics of maintaining a foothold in the United States.

 


Thursday, October 21, 2021 at 11:00 AM
Finding Unbiased Financial Advice

It is difficult to know who to trust in the “financial advising” world today. We will explore how advisor’s make money, what license designations mean and much more. This class provides the essential knowledge necessary to be confident that you are dealing with the right professional. 

 


Thursday, November 18, 2021 at 11:00 AM
Understanding Required Minimum Distributions

As you approach 70 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 behavior must change and taxes must be properly managed. We will discuss all these considerations. 

 

Thursday, December 8, 2021 at 11:00 AM
Today’s New World of Investing

As you approach 70 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 behavior must change and taxes must be properly managed. We will discuss all these considerations. 

 


Foundation for Personal Financial Education classes are always free, but Rio Salado College RISE Learning for Life may require registration and/or a fee to attend classes. To find out more or to register, call 480-377-4262 or click on the RISE logo

 

Thursday, September 28, 2021 at 10:00 AM
NEW! Retiring Abroad or Expating

This is a discussion of the important considerations of retirement overseas. We will talk about everything including checklists, finding attractive locations for retirement and the logistics of maintaining a foothold in the United States.

 


Thursday, October 20, 2021 at 10:00 AM
Finding Unbiased Financial Advice

It is difficult to know who to trust in the “financial advising” world today. We will explore how advisor’s make money, what license designations mean and much more. This class provides the essential knowledge necessary to be confident that you are dealing with the right professional.

 


Thursday, November 19, 2021 at 10:00 AM
Understanding Required Minimum Distributions

As you approach 70 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 behavior must change and taxes must be properly managed. We will discuss all these considerations.