FREE Library Classes

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.


Thursday, March 4, 2021 at 10:00 AM
Understanding Annuities


We will explore the different types of annuities available as well as their primary uses while uncovering what is behind some of the lofty promises.

We will not be speaking on any specific products although we will answer any questions you may have.  

 


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. 

To register for email reminders click the following link (Note, you do not need to enter a library card number): https://scottsdale.libnet.info/event/4773655

This is a virtual program.
Please click on link below to join at the
above date and time:

https://us02web.zoom.us/j/84878459565?pwd=RUNNRWsyMWdlRlUvelEzZ0pEMmZVdz09

Meeting ID: 848 7845 9565

Passcode: 580620


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.

To register for email reminders click the following link (Note, you do not need to enter a library card number): https://scottsdale.libnet.info/event/4773668

This is a virtual program.
Please click on link below to join at the
above date and time:

https://us02web.zoom.us/j/89159278455?pwd=Qk1xSytaWUw5a0psQU9EWnJmMVBvZz09

Meeting ID: 891 5927 8455

Passcode: 581593


Thursday, June 3, 2021 at 10:00 AM
Paying for Long Term Care


This is an unbiased review of the primary resources to fund long term care including, but not limited to, Medicare/Medicaid, VA Aid & Attendance, life insurance, traditional LTC insurance, and annuities.

To register for email reminders click the following link (Note, you do not need to enter a library card number): https://scottsdale.libnet.info/event/4773668

This is a virtual program.
Please click on link below to join at the
above date and time:

https://us02web.zoom.us/j/89159278455?pwd=Qk1xSytaWUw5a0psQU9EWnJmMVBvZz09

Meeting ID: 000 0000 0000

Passcode: 000000


Thursday, July 1, 2021 at 10:00 AM
Understanding Reverse Mortgages


Uncover the mystery behind the commonly misunderstood benefit. We will discover what is in it for you, the lender, and our government while exploring the various uses for it.

To register for email reminders click the following link (Note, you do not need to enter a library card number): https://scottsdale.libnet.info/event/4773668

This is a virtual program.
Please click on link below to join at the
above date and time:

https://us02web.zoom.us/j/89159278455?pwd=Qk1xSytaWUw5a0psQU9EWnJmMVBvZz09

Meeting ID: 000 0000 0000

Passcode: 000000


Thursday, August 5, 2021 at 10:00 AM
Producing 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.

To register for email reminders click the following link (Note, you do not need to enter a library card number): https://scottsdale.libnet.info/event/4773668

This is a virtual program.
Please click on link below to join at the
above date and time:

https://us02web.zoom.us/j/89159278455?pwd=Qk1xSytaWUw5a0psQU9EWnJmMVBvZz09

Meeting ID: 000 0000 0000

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