Open to the Public! Scottsdale Library classes offer virtual classes.
See below for dates, times and registration information –
no library card needed!
Thursday, June 3, 2021 at 10:00 AM
Paying for Long Term Care
This is an unbiased review of the primary resources to fund long term care including, but not limited to, Medicare/Medicaid, VA Aid & Attendance, life insurance, traditional LTC insurance, and annuities.
Thursday, July 1, 2021 at 10:00 AM
Understanding Reverse Mortgages
Uncover the mystery behind the commonly misunderstood benefit. We will discover what is in it for you, the lender, and our government while exploring the various uses for it.
Thursday, August 5, 2021 at 10:00 AM
Creating Income in Retirement
From dividend portfolios to annuities, this class will dissect what it takes to create sustainable income and review all investments and techniques commonly used.
Thursday, September 2, 2021 at 10:00 AM
Social Security Planning
With pensions all but gone, interest rates at record lows, and a volatile stock market, decisions regarding social security income may be the most important decision made in retirement.
Thursday, October 7, 2021 at 10:00 AM
Finding Unbiased Financial Advise
It is difficult to know who to trust out there these days and even when you do find someone, don’t let your guard down. We will discuss what to watch out for and what to look for.
To register for email reminders click the following link (Note, you do not need to enter a library card number): https://scottsdale.libnet.info/event/5192986
This is a virtual program.
Thursday, November 4, 2021 at 10:00 AM
Understanding Required Minimum Distributions
As you approach 72 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 must change and taxes managed.
We will discuss all these considerations.
To register for email reminders click the following link (Note, you do not need to enter a library card number): https://scottsdale.libnet.info/event/5193135
This is a virtual program.
Thursday, December 2, 2021 at 10:00 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 for email reminders click the following link (Note, you do not need to enter a library card number):
https://scottsdale.libnet.info/event/5194083
This is a virtual program.