Sun Lakes

Classes are being offered via ZOOM, see dates,
topics and registration information below.

Foundation for Personal Financial Education classes are always free, but New Adventures in Learning at the Chandler-Gilbert Community College at Sun Lakes may require registration and/or a fee to attend classes. To find out more or to register, call 480-857-5500 or click on the New Adventures in Learning logo.


Tuesday, September 29, 2020 at 10:00 AM
Managing Uncertain Times in Retirement

9/11, 2008, 2020 are all recent financial crisis that make retirement unpredictable and often difficult to navigate. A sound financial plan allows you to navigate these crises without altering your enjoyable retirement plans. Sound financial planning does not require a crystal ball but it does require an understanding of your own situation while linking your priorities to your investment choices and strategies.


Tuesday, October 13, 2020 at 10:00 AM
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, November 10, 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.

Wednesday, February 24, 2021 at 10:00 AM
Understanding Annuities

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.

Monday, March 29, 2021 at 10:00 AM
Taxes and Your Portfolio

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 28, 2021 at 10:00 AM
Today’s World of Safe Investing

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.

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