Open to the Public! Scottsdale Library classes offer virtual classes.
See below for dates, times and registration information – no library card needed.
Thursday, November 12, 2020 at 10:00 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.
Thursday, December 10, 2020 at 10:00 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.
Thursday, January 7, 2021 at 10:00 AM
Finding Ubiased Financial Advice
It is difficult to know who to trust out there these days and even when you do find someone, don’t let your guard down. We will discuss what to watch out for and what to look for.
Thursday, February 4, 2021 at 10:00 AM
Taxes and Your Portfolio
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. I promise this is not a dry boring tax class.
This is a virtual program. Registrants will be sent an email with a link to the virtual program the Friday before the virtual program date.
Click here to register: https://scottsdale.libnet.info/event/4669849
Thursday, March 4, 2021 at 10:00 AM
Understanding Annuities
Join us to discuss all facets of annuities..
This is a virtual program. Registrants will be sent an email with a link to the virtual program the Friday before the virtual program date.
Click here to register: https://scottsdale.libnet.info/event/4725662
Thursday, April 1, 2021 at 10:00 AM
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.
This is a virtual program. Registrants will be sent an email with a link to the virtual program the Friday before the virtual program date.
Click here to register: https://scottsdale.libnet.info/event/4725662
Thursday, May 6, 2021 at 10:00 AM
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.
This is a virtual program. Registrants will be sent an email with a link to the virtual program the Friday before the virtual program date.
Click here to register: https://scottsdale.libnet.info/event/4725662