2026 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 Producing Income 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
Scroll down for schedule and to register for classes.
Combating Inflation in Retirement
Scott Sandell, CFP® delves into the challenges that retirees and pre-retirees face in the current economic climate, particularly focusing on the impact of inflation and its effects on bond values and investment strategies. Inflation remains a significant concern for retirees, as it erodes purchasing power and increases the cost of living.
Wednesday, May 13
ZOOM class starts at:
2 pm Pacific & Arizona
3 pm Mountain
4 pm Central
5 pm Eastern
Thursday, May 21
Civic Center Library Class starts at:
10:30 am
Thursday, May 21
ZOOM class starts at:
4 pm Pacific & Arizona
5 pm Mountain
6 pm Central
7 pm Eastern
Monday, May 25
ZOOM class starts at:
4 pm Pacific & Arizona
5 pm Mountain
6 pm Central
7 pm Eastern
The Art of Producing Income in Retirement
In this session, Scott Sandell, CFP© will break down the key decisions that can help you protect your savings, reduce stress, and make your money work more efficiently 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.
Tuesday, June 2
ZOOM class starts at:
10 am Pacific
11 am Mountain
Noon Central
1 pm Eastern
Wednesday, June 10
ZOOM class starts at:
2 pm Pacific & Arizona
3 pm Mountain
4 pm Central
5 pm Eastern
Saturday, June 13
ZOOM class starts at:
10 am Pacific
11 am Mountain
Noon Central
1 pm Eastern
Thursday, June 18
ZOOM class starts at:
4 pm Pacific & Arizona
5 pm Mountain
6 pm Central
7 pm Eastern
Monday, June 29
ZOOM class starts at:
4 pm Pacific & Arizona
5 pm Mountain
6 pm Central
7 pm Eastern
Preparing for Long-Term Care Costs
Are you prepared for the rising costs of long-term care? In this informative session, we dive deep into the essentials of planning for long-term care expenses—an increasingly important topic as the baby boomer generation ages.
Tuesday, July 7
ZOOM class starts at:
10 am Pacific
11 am Mountain
Noon Central
1 pm Eastern
Wednesday, July 8
ZOOM class starts at:
2 pm Pacific & Arizona
3 pm Mountain
4 pm Central
5 pm Eastern
Saturday, July 11
ZOOM class starts at:
10 am Pacific
11 am Mountain
Noon Central
1 pm Eastern
Thursday, July 16
ZOOM class starts at:
4 pm Pacific & Arizona
5 pm Mountain
6 pm Central
7 pm Eastern
Monday, June 27
ZOOM class starts at:
4 pm Pacific & Arizona
5 pm Mountain
6 pm Central
7 pm Eastern
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.
Tuesday, August 4
ZOOM class starts at:
10 am Pacific
11 am Mountain
Noon Central
1 pm Eastern
Saturday, August 8
ZOOM class starts at:
10 am Pacific
11 am Mountain
Noon Central
1 pm Eastern
Wednesday, August 12
ZOOM class starts at:
2 pm Pacific & Arizona
3 pm Mountain
4 pm Central
5 pm Eastern
Thursday, August 20
ZOOM class starts at:
4 pm Pacific & Arizona
5 pm Mountain
6 pm Central
7 pm Eastern
Monday, August 31
ZOOM class starts at:
4 pm Pacific & Arizona
5 pm Mountain
6 pm Central
7 pm Eastern
