2026 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!
MARCH

Becoming Tax Efficient in Retirement

Master your retirement taxes before they master you!

Learn how different “buckets” of money—IRA, Roth, and after-tax savings—are each taxed, and how to position them so more dollars end up in your pocket and eventually in your heirs’ hands, not the IRS’s. We’ll walk through real-world style scenarios that show how small, strategic changes can potentially eliminate thousands in unnecessary taxes both now and over your lifetime.

Wednesday, March 11

ZOOM class starts at:

2 pm Pacific & Arizona

3 pm Mountain
4 pm Central

5 pm Eastern

***

Saturday, March 14

ZOOM class starts at:

10 am Pacific & Arizona

11 am Mountain
Noon Central

1 pm Eastern

***

Thursday, March 19

 

Civic Center Library Class starts at:

10:30 am

***

Thursday, March 19

ZOOM class starts at:

4 pm Pacific & Arizona

5 pm Mountain
6 pm Central

7 pm Eastern

***

Monday, March 30

ZOOM class starts at:

4 pm Pacific & Arizona

5 pm Mountain
6 pm Central

7 pm Eastern

APRIL

Navigating Safe Investments in Today's Market

Discover how to protect your nest egg in a world where stocks swing, interest rates whipsaw, and “safe” investments are not always what they seem. In Today’s World of Safe Investing, you’ll learn the math behind volatility, why losses hurt more once you start withdrawing, and how to build a stable income plan using tools like bonds, Treasuries, CDs, annuities, gold, and real estate—without sales pitches or product bias. Whether you’re nearing retirement or already living on your savings, this fast‑paced, information‑rich class will show you practical, actionable strategies to sleep better at night and still keep your money working for you.

Thursday, April 2

Mustang Library Class starts at:

10:30 am

***

Tuesday, April 7

ZOOM class starts at:

10 am Pacific & Arizona

11 am Mountain
Noon Central

1 pm Eastern

***

Wednesday, April 8

ZOOM class starts at:

2 pm Pacific & Arizona

3 pm Mountain
4 pm Central

5 pm Eastern

***

Saturday, April 11

ZOOM class starts at:

10 am Pacific

11 am Mountain
Noon Central

1 pm Eastern

***

Thursday, April 16

Civic Center Library Class starts at:

10:30 am

***

Monday, April 27

ZOOM class starts at:

4 pm Pacific & Arizona

5 pm Mountain
6 pm Central

7 pm Eastern

***

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