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
Harnessing the Power of Roth
Are you ready to transform your financial future? Join this exclusive class and discover the unparalleled benefits of Roth accounts, regardless of your age, wealth, or background. In this comprehensive and engaging session, you will gain a deep understanding of how Roth accounts can revolutionize your financial strategy. Whether you’re a financial novice or a seasoned investor, this class is designed to help you make informed decisions and secure a brighter financial future.
Saturday, January 10
ZOOM class starts at:
10 am Pacific
11 am Mountain/AZ
Noon Central
1 pm Eastern
Wednesday, January 14
ZOOM class starts at:
2 pm Pacific
3 pm Mountain/AZ
4 pm Central
7 pm Eastern
Thursday, January 15
Civic Center Library Class starts at:
10:30 am
Thursday, January 15
ZOOM class starts at:
4 pm Pacific
5 pm Mountain/AZ
6 pm Central
7 pm Eastern
Monday, January 26
Understanding Taxation in Retirement
Taxation in retirement is vastly different than your working years. Understanding the taxation that effects retirees will help you navigate as efficiently as possible. Don't let confusing tax rules eat away at your nest egg! Watch and gain a deep understanding of the unique tax landscape that applies to retirees.
Tuesday, February 3
ZOOM class starts at:
10 am Pacific
11 am Mountain
Noon Central
1 pm Eastern
Thursday, February 5
Mustang Library Class starts at:
10:30 am
Wednesday, February 11
ZOOM class starts at:
2 pm Pacific
3 pm Mountain
4 pm Central
5 pm Eastern
Saturday, February 14
ZOOM class starts at:
10 am Pacific
11 am Mountain/AZ
Noon Central
1 pm Eastern
Thursday, February 19
Civic Center Library Class starts at:
10:30 am
