Mesa

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



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.

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. PLEASE CALL (480) 461-7497 TO REGISTER FOR THIS ZOOM CLASS

 

Wednesday, November 18, 2020 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. PLEASE CALL (480) 461-7497 TO REGISTER FOR THIS ZOOM CLASS

 

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. PLEASE CALL (480) 461-7497 TO REGISTER FOR THIS ZOOM CLASS

 


Classes will resume at a later date. We will be sure to update as we find out more information.

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