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 - Navigating Taxation in Retirement
March - Tax Efficient Retirement Planning
April - Navigating Safe Investments in Today's Market

May - Preparing for Retirement: Essential Strategies
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 - Positioning Yourself to Thrive in Retirement

JULY

Preparing for Long-Term Costs

When it comes to retirement planning, you'll often get the advice to prepare for Long-Term Care. But what exactly is Long-Term Care? Do you know if it's necessary for your specific scenario? In this class, Scott will go back to the basics and review what Long-Term Care is, how much one can expect to pay, and how various demographic and locational factors can affect payment and preparation.

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Wednesday, July 16

Live via ZOOM starting at:

4 pm Pacific
5 pm Mountain
6 pm Central
7 pm Eastern

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Monday, July 28

Live via ZOOM starting at:

4 pm Pacific
5 pm Mountain
6 pm Central
7 pm Eastern

AUGUST

NEW August Public Zoom Schedule!

Positioning Yourself to Thrive in Retirement

We all want to make sure we live comfortably and securely in retirement, but how can we do that? Scott will walk you through the steps you can take and what to keep in mind as you grow your financial portfolio and start to (or continue to) plan for retirement. With volatile markets and rising interest rates, financially navigating retirement can be tricky. We will discover what is changing, why it is changing and how to position yourself for success in retirement.