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, September 24, 2020 at 1:00 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.

Thursday, October 29, 2020 at 1:00 PM
Reverse Mortgages

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, November 19, 2020 at 1:00 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, January 28, 2021 at 1:00 PM
Today’s World of Safe Investing

CLICK HERE FOR THIS ZOOM CLASS and enter Meeting ID: 840 7874 0231 Passcode: 165706
Learn new strategies to navigate the complex world of investing. identify how to determine what types of investments fit your values, level of risk involved and work best to meet your current and future needs.

 

Thursday, February 25, 2021 at 1:00 PM
Taxes and Your Portfolio

CLICK HERE FOR THIS ZOOM CLASS and enter Meeting ID: 835 6627 8335 Passcode: 538451
Tax season isn’t the only time you should be thinking about your taxes and your portfolio. Having a tax-efficient strategy for your financial portfolio can save you money that could be invested for your future. There is no way to avoid paying taxes, but there are ways to make your portfolio more tax-efficient that save you time and money.

 

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.

 

 

Wednesday, February 3, 2021 at 1:00 PM
Understanding Annuities

CLICK HERE FOR THIS ZOOM CLASS and enter Meeting ID: 889 0625 1645 Passcode: 142713
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. 

Wednesday, March 3, 2021 at 1:00 PM
Taxes and Your Portfolio

CLICK HERE FOR THIS ZOOM CLASS and enter Meeting ID: 884 4377 8066 Passcode: 113368
Tax season isn’t the only time you should be thinking about your taxes and your portfolio. Having a tax-efficient strategy for your financial portfolio can save you money that could be invested for your future. There is no way to avoid paying taxes, but there are ways to make your portfolio more tax-efficient that save you time and money.

Wednesday, April 7, 2021 at 1:00 PM
Today’s World of Safe Investing

CLICK HERE FOR THIS ZOOM CLASS and enter Meeting ID: 811 8725 1080 Passcode: 793409
Learn new strategies to navigate the complex world of investing. identify how to determine what types of investments fit your values, level of risk involved and work best to meet your current and future needs.

Wednesday, May 5, 2021 at 1:00 PM
Positioning Yourself to Thrive in Retirement

CLICK HERE FOR THIS ZOOM CLASS and enter Meeting ID: 835 7240 6331 Passcode: 107238
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.

 


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

 

 

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

 

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