In Person Classes

Scottsdale Public Library


Thursday, October 13, 2022 at 10:30 AM
Finding Unbiased Financial Advice

It is difficult to know who to trust in the “financial advising” world today. We will explore how advisor’s make money, what license designations mean and much more. This class provides the essential knowledge necessary to be confident that you are dealing with the right professional.

To register and receive email reminders click here.


Thursday, November 10, 2022 at 10:30 AM
Understanding Required Minimum Distributions

As you approach 70 years old, the tax time bomb called your IRA begins to tick a bit louder. When you are required to withdraw money from your savings, your investing behavior must change and taxes must be properly managed. We will discuss all these considerations.

To register and receive email reminders click here.


Thursday, December 8, 2022 at 10:30 AM
Financial Planning for Volatile Markets

9/11, 2008, 2020 are all recent financial crisis that make retirement unpredictable and often difficult to navigate. A sound financial plan allows you to navigate these crises without altering your enjoyable retirement plans. Sound financial planning does not require a crystal ball but it does require an understanding of your own situation while linking your priorities to your investment choices and strategies.

To register and receive email reminders click here.


Watch for updates to our library classes as the following locations:

Mesa Public Library

Prescott Public Library