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?
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Retirees and near‑retirees who want clear, unbiased answers.
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Individuals and couples planning Social Security and RMDs.
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Anyone who prefers education over sales presentations.
These classes are educational only and do not promote any products or services.
Class of the Month: The Art of Producing Income in Retirement
If you’ve ever wondered how to create income without sacrificing flexibility, or how to make better choices with Social Security, IRAs, Roth accounts, and other retirement assets, this class is 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.
