Open to the Public! Scottsdale Library classes offer virtual classes.
See below for dates, times and registration information – no library card needed.
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
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.
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.
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.
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.
This is a virtual program.
Please click on link below to join at the
above date and time:
Meeting ID: 833 2201 7077
Thursday, August 5, 2021 at 10:00 AM
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.