Scottsdale

Due to the COVID-19 Coronavirus, all in-person classes are scheduled to resume in October 2020. See below for dates and times.

Thursday, July 2, 2020 at 5:00 PM – CANCELLED
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 – CANCELLED
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 – CANCELLED
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.

Thursday, October 1, 2020 at 5:00 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. 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, November 5, 2020 at 5:00 PM
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 3, 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, October 8, 2020 at 10:00 AM
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. 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, 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.

 

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