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.
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.
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.
Wednesday, February 3, 2021 at 1:00 PM
Learn about the various types of annuities, their primary uses and what is behind some of the promises made about annuity products. Explore how to determine which annuities might best fit your situation. Identify what you need to know to wisely determine the financial advice best suited to your needs; how to select trustworthy advisors and what to watch out for in listening to and following the advice of others.
Wednesday, March 3, 2021 at 1:00 PM
Taxes and Your Portfolio
CLICK HERE FOR THIS ZOOM CLASS and enter Meeting ID: 884 4377 8066 Passcode: 113368
Tax season isn’t the only time you should be thinking about your taxes and your portfolio. Having a tax-efficient strategy for your financial portfolio can save you money that could be invested for your future. There is no way to avoid paying taxes, but there are ways to make your portfolio more tax-efficient that save you time and money.
Wednesday, April 7, 2021 at 1:00 PM
Today’s World of Safe Investing
CLICK HERE FOR THIS ZOOM CLASS and enter Meeting ID: 811 8725 1080 Passcode: 793409
Learn new strategies to navigate the complex world of investing. identify how to determine what types of investments fit your values, level of risk involved and work best to meet your current and future needs.
Wednesday, May 5, 2021 at 1:00 PM
Positioning Yourself to Thrive in Retirement
CLICK HERE FOR THIS ZOOM CLASS and enter Meeting ID: 835 7240 6331 Passcode: 107238
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.