Mesa

Friday, October 18, 2019 at 1:00 PM
Essential Estate Planning

This is an objective look at the differences between will-based plans and trust-based plans. We will explore the key elements of both and try to decipher who needs which plan.

Friday, November 15, 2019 at 1:00 PM
Understanding Required Minimum Distributions

As you approach 70 years old, your 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 tax must be properly managed. We will discuss all these considerations.

Friday, December 20, 2019 at 1:00 PM
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.

Friday, January 17, 2020 at 1:00 PM
Creating Income in Retirement

From dividend portfolios to annuities this class will dissect what it takes to create sustainable income and review all investments and techniques commonly used.

Friday, February 21, 2020 at 1:00 PM
Today’s World of Safe Investing

With historically low interest rates, and current level of market volatility, where do people turn to protect their wealth while still earning something? We will explore ALL investments commonly referred to as “safe” while contemplating their future in this complex market.

Friday, March 20, 2020 at 1:00 PM
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
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
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.

Friday, November 22, 2019 at 11:00 AM
Understanding Required Minimum Distributions

As you approach 70 years old, your 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 tax must be properly managed. We will discuss all these considerations

Monday, December 2, 2019 at 11:00 AM
Today’s World of Safe Investing

With historically low interest rates, and current level of market volatility, where do people turn to protect their wealth while still earning something? We will explore ALL investments commonly referred to as “safe” while contemplating their future in this complex market.

Wednesday, February 19, 2020 at 1:00 PM
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.

Tuesday, March 24, 2020 at 1:00 PM
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
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.