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.
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.
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
Tuesday, September 1
ZOOM class starts at:
10 am Pacific & Arizona
11 am Mountain
Noon Central
1 pm Eastern
Thursday, September 3
Mustang Library class starts at:
10:30 am
Wednesday, September 9
ZOOM class starts at:
2 pm Pacific & Arizona
3 pm Mountain
4 pm Central
5 pm Eastern
Saturday, September 12
ZOOM class starts at:
10 am Pacific & Arizona
11 am Mountain
Noon Central
1 pm Eastern
Thursday, September 17
Civic Center Library class starts at:
10:30 am
Thursday, September 17
ZOOM class starts at:
4 pm Pacific & Arizona
5 pm Mountain
6 pm Central
7 pm Eastern
Monday, September 28
ZOOM class starts at:
4 pm Pacific & Arizona
5 pm Mountain
6 pm Central
7 pm Eastern
