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!

NOVEMBER

Understanding Required Minimum Distributions

Dive deep into the critical topic of Required Minimum Distributions (RMDs), as we reveal the latest rules, strategies, and common pitfalls that everyone approaching retirement needs to know. Whether planning for your own financial future or hoping to avoid costly mistakes, you will gain unbiased, educational insights as Scott brings real-world experience and a passion for helping people thrive through informed decision-making. Get ready to learn how RMDs affect IRAs, inherited accounts, taxation, and portfolio planning—all presented in a clear, engaging format designed to empower informed confidence in your retirement strategy.

Monday, November 24

ZOOM class starts at:

4 pm Pacific

5 pm Mountain/AZ
6 pm Central
7 pm Eastern

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.