Sun City Area

Due to the COVID-19 Coronavirus,
some class locations are being offered via zoom.

 

Foundation for Personal Financial Education classes are always free, but Sun City West, EXPLORE! may require registration and/or a fee to attend classes.

To find out more or to register, call 623-544-6024 or click on the EXPLORE! logo

Thursday, March 25, 2021 at 1:00 PM
Understanding Annuities

CLICK HERE FOR THIS ZOOM CLASS and enter Meeting ID: 836 6557 7719 Passcode: 478706
Learn about the various types of annuities, their primary uses and what is behind some of the promises made about annuity products. Explore how to determine which annuities might best fit your situation. Identify what you need to know to wisely determine the financial advice best suited to your needs; how to select trustworthy advisors and what to watch out for in listening to and following the advice of others. 


 Foundation for Personal Financial Education classes are always free, but Sun City Fairway Recreation Center Lifelong Learning Club may require registration and/or a fee to attend classes. To find out more or to register send an email to scazlifelong@gmail.com, call 623-533-5756, or click on the Lifelong Learning logo.

 

Classes will resume at a later date. We will be sure to update as we find out more information.

 


Foundation for Personal Financial Education classes are always free, but Rio Salado College RISE Learning for Life may require registration and/or a fee to attend classes. To find out more or to register, call 480-377-4262 or click on the RISE logo

 

Thursday, September 28, 2021 at 10:00 AM
NEW! Retiring Abroad or Expating

This is a discussion of the important considerations of retirement overseas. We will talk about everything including checklists, finding attractive locations for retirement and the logistics of maintaining a foothold in the United States.

 

Thursday, October 20, 2021 at 10:00 AM
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, October 19, 2021 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.


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