North Scottsdale

Thursday, January 2, 2020 at 5:00 PM
Creating 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.

Thursday, February 6, 2020 at 5:00 PM
Tax Efficiency in Retirement

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. We promise this is not a dry boring tax class.

Thursday, March 5, 2020 at 5:00 PM
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, April 2, 2020 at 5:00 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, May 7, 2020 at 5:00 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.

Thursday, June 4, 2020 at 5:00 PM
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.

Thursday, July 2, 2020 at 5:00 PM
Financial Blunders Everyone Must Learn From

No matter which phase of life you are in, accumulation, preservation, distribution or transfer, there are always lessons we wish we learned earlier. Since hindsight is 20/20 lets learn from those who learned things the hard way.

Thursday, August 6, 2020 at 5:00 PM
Investing Concerns in Fragile Markets

The combination of volatile stock markets and low interest rates has wreaked havoc on portfolios over the last decade. We will take a close look this effect and how to protect you from it. Brought to you by a non-profit organization dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

Thursday, September 3, 2020 at 5:00 PM
Investing in Retirement 101

This is an objective look at investing basics in retirement. We review the types of investments, risks, tax qualification and techniques involved in retirement planning.