Mesa

Due to COVID-19 some classes will be held via zoom. Please view the notes for each class.

Friday, March 20, 2020 at 1:00 PM – CANCELLED
Tax Efficiency in Retirement

This class is a necessity for all. In this day of low interest rates and volatile markets, it has become extremely important to become tax efficient in retirement, to maximize what you have. We will review how current taxation works and explore the most common ways to save taxes in retirement. We promise this is not a dry boring tax class.

Friday, April 17, 2020 at 1:00 PM – CANCELLED
Positioning Yourself to Thrive in Retirement

With volatile markets and low interest rates, financially navigating retirement can be tricky. We will discover what is changing, why it is changing and how to position yourself for success in retirement.

Friday, May 15, 2020 at 1:00 PM – CANCELLED
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.



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.

Tuesday, March 24, 2020 at 1:00 PM – CANCELLED
Understanding Annuities

Learn about the different types of annuities available, as well as their primary uses while uncovering the truth behind some of the lofty promises. We will not be selling or speaking on any specific products, although we will answer any questions you may have.

Wednesday, April 22, 2020 at 1:00 PM – CANCELLED
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.

*Tuesday, June 2, 2020 at 10:00 AMZOOM CLASS
Successfully Navigating Financial Crisis in Retirement

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. Brought to you by a non-profit organization dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

Wednesday, October 28, 2020 at 1:00 PM
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.

Wednesday, November 18, 2020 at 1:00 PM
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.

Wednesday, December 2, 2020 at 1:00 PM
Successfully Navigating Financial Crisis in Retirement

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. Brought to you by a non-profit organization dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

For questions or more information,
call us at 1-800-345-3155 ext. 1.