Sun Lakes


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, January 28, 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.

Tuesday, February 25, 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.

Wednesday, March 4, 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 1, 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.