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, May 5, 2021 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.
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.