Free On‑Demand Classes You Can Watch Anytime

Prefer to learn at your own pace? These FREE, no‑sales‑pitch classes walk you through Social Security, required minimum distributions (RMDs), taxes in retirement, and more—so you can make confident decisions about your money.

WHO IS THIS FOR?

  • Retirees and near‑retirees who want clear, unbiased answers.

  • Individuals and couples planning Social Security and RMDs.

  • Anyone who prefers education over sales presentations.
    These classes are educational only and do not promote any products or services.

Class of the Month: 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.

BONUS

Unlocking Social Security:
What You Really Need to Know

Looking to make sense of Social Security? Join Scott Sandell as he sits down with Jack Burns, public affairs specialist from the Social Security Administration, for insights and tips you can use. Avoid the long waits and confusing paperwork—Scott is here to help you get the facts you need.

What Individuals Need to Know

What Married Couples Need to Know

The Current State of Social Security

Safeguarding Yourself Against SCAMS

Single, Widow and Divorce Benefits

The New SSA.Gov Website

Have questions?
We're here to help!


Call us today at 1.800.345.3155 for your FREE consultation!


In-person appointments in Scottsdale and Prescott, Arizona and via ZOOM nationwide.
Visit  www.YourInvestmentCounselor.com to schedule your appointment.

Want more videos?

Watch Scott's Classes on our YouTube Page:

Planning Before Investing YouTube Channel

Join our email list for class updates only—no sales pitches.
ContactUs@SESweb.net

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