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

PLEASE CALL 623-544-6194 TO REGISTER FOR THIS ZOOM CLASS
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

PLEASE CLICK HERE TO REGISTER FOR THIS ZOOM CLASS and enter Meeting ID: 892 4670 6620
Passcode: 006141

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

PLEASE CLICK HERE TO REGISTER FOR THIS ZOOM CLASS and enter Meeting ID: 816 3586 0010 Passcode: 351472
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.


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

 

 

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.