Sun City Area

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

To find out more or to register, call 623-544-6194 or click on the EXPLORE! logo

Thursday, September 26, 2019 at 3:00 PM
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.

Thursday, October 31, 2019 at 1:00 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.

Thursday, November 21, 2019 at 3:00 PM
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, December 19, 2019 at 1:00 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, January 23, 2020 at 1:00 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.

Thursday, February 20, 2020 at 1:00 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, March 19, 2020 at 1:00 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.


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.

Friday, November 15, 2019 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.

Friday, November 22, 2019 at 10:00 AM
Understainding 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.

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

Wesnesday, October 9, 2019 at 1:00 PM
Investing in Retirement 101

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, November 5, 2019 at 10:00 AM
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.

Wednesday, January 15, 2020 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.

Monday, February 24, 2020 at 10:00 AM
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.

Monday, March 16, 2020 at 10:00 AM
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.

Wednesday, April 8, 2020 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.