2025 Class Schedule

Whether you're in the planning stages or already making the most of your retirement, our classes provide education to help you take control of this chapter of life. Each month, we highlight a different strategy for planning, investing, and thriving in your golden years!

Our goal is to empower you with the knowledge you need to secure your financial future without the hassle of complex jargon or sales pitches. Classes are free, unbiased, and tailored to provide you with practical insights that you can apply immediately. Don’t miss this opportunity to take control of your retirement finances and ensure a more secure and prosperous future.

  • January - Harnessing the Power of ROTH
  • February - Understanding Taxation in Retirement
  • March - Becoming Tax Efficient in Retirement
  • April - Navigating Safe Investments in Today's Market
  • May - Combating Inflation in Retirement
  • June - The Art of Income Production in Retirement
  • July - Preparing for Long-Term Care Costs
  • August - Positioning Yourself to Thrive in Retirement
  • September - Finding Unbiased Financial Advice
  • October - Understanding Annuities
  • November - Understanding Required Minimum Distributions
  • December - Essential Estate Planning
Join us in-person at Mustang and Civic Center Libraries!
Can't make it in person? Join us via zoom!
DECEMBER

Essential Estate Planning

Are you ready to secure your financial legacy and protect your loved ones from the complexities and high costs of the unknown? Our Essential Estate Planning class is designed to demystify the process, proving that securing your future is much simpler than you think. You’ll learn practical strategies for maintaining control of your assets, ensuring a quick and cost-effective transfer of your estate, and avoiding the pitfalls of probate, which can consume up to 10% of a gross estate. We'll break down the key differences between a will-based plan and a trust-based plan, and show you simple, powerful tools like beneficiary designations (TOD/POD) to ensure your wishes are carried out and your heirs are protected. Register now to gain the clarity and confidence to finally put your essential legal documents in place.

Thursday, December 4

Scottsdale Mustang Library Class starts at:

10:30 am

 

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Wednesday, December 10

ZOOM class starts at:

2 pm Pacific

3 pm Mountain
4 pm Central
5 pm Eastern

 

 

 

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Saturday, December 13

ZOOM class starts at:

10 am Pacific

11 am Mountain
Noon Central
1 pm Eastern

 

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Tuesday, December 16

Civic Center Library Class starts at:

10:30 am

 

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Thursday, December 18

ZOOM class starts at:

4 pm Pacific

5 pm Mountain
6 pm Central
5 pm Eastern

JANUARY 2026

Harnessing the Power of Roth

Are you ready to transform your financial future? Join this exclusive class and discover the unparalleled benefits of Roth accounts, regardless of your age, wealth, or background. In this comprehensive and engaging session, you will gain a deep understanding of how Roth accounts can revolutionize your financial strategy. Whether you’re a financial novice or a seasoned investor, this class is designed to help you make informed decisions and secure a brighter financial future.

Tuesday, January 6

ZOOM class starts at:

10 am Pacific

11 am Mountain/AZ
Noon Central
1 pm Eastern

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Thursday, January 8

Scottsdale Mustang Library Class starts at:

10:30 am

 

 

 

***

Saturday, January 10

ZOOM class starts at:

10 am Pacific

11 am Mountain/AZ
Noon Central
1 pm Eastern

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Wednesday, January 14

ZOOM class starts at:

2 pm Pacific

3 pm Mountain/AZ
4 pm Central
5 pm Eastern

 

 

 

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Thursday, January 15

Civic Center Library Class starts at:

10:30 am

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Thursday, January 15

ZOOM class starts at:

4 pm Pacific

5 pm Mountain/AZ
6 pm Central
7 pm Eastern

 

 

 

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Thursday, January 15

Civic Center Library Class starts at:

10:30 am

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Monday, January 26

ZOOM class starts at:

4 pm Pacific

5 pm Mountain/AZ
6 pm Central

7 pm Eastern

 

 

 

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