Prescott


Tuesday, June 18, 2019 at 3:00 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.

Tuesday, July 16, 2019 at 3:00 PM
Understanding Annuities

Learn about the different types of annuities available, as well as their primary uses while uncovering the truth behind some of the lofty promises. We will not be selling or speaking on any specific products, although we will answer any questions you may have.

Tuesday, August 20, 2019 at 3:00 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.

Tuesday, September 17, 2019 at 3:00 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.

Tuesday, October 15, 2019 at 3:00 PM
Social Security Planning for Baby Boomers

With pensions all but gone, interest rates at record lows, and a volatile stock market, decisions regarding social security income may be the most important decision made in retirement. There are many strategies to optimize this income as well as positioning your portfolio to “bridge the gap’ between now and the first payment from social security. This topic is designed to begin the conversation between you and your advisors in order to optimize your investment and income strategy as you head into retirement.

Tuesday, November 19, 2019 at 3:00 PM
Understanding Required Minimum Distributions

As you approach 70 years old, your 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 tax must be properly managed. We will discuss all these considerations. All classes are brought to you by a non-profit organization dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

Tuesday, December 17, 2019 at 3:00 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.

Tuesday, January 21, 2020 at 3:00 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.

Tuesday, February 18, 2020 at 3:00 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.

Tuesday, March 17, 2020 at 3:00 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.

Tuesday, April 21, 2020 at 3:00 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.

Tuesday, May 19, 2020 at 3:00 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.