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

Join us at Mustang and Civic Center Libraries!

OCTOBER

Understanding Annuities

Join us for this comprehensive, unbiased education on one of the most misunderstood retirement tools. This class cuts through sales talk and stigma to provide you with the facts. Learn about the different types of annuities and discover the surprising 2,000-year history of annuities. Prepare to leave the confusion behind, empowered with the knowledge to make smart, informed decisions to help guide you in retirement.

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Thursday, October 16

ZOOM class starts at:

4 pm Pacific/AZ

5 pm Mountain
6 pm Central
7 pm Eastern

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Tuesday, October 21

Scottsdale Civic Center Class starts at:

10:30 am AZ

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Monday, October 27

ZOOM class starts at:

4 pm Pacific/AZ

5 pm Mountain
6 pm Central
7 pm Eastern

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.