Sun City West

Due to the COVID-19 Coronavirus,
classes are being offered via zoom.


Foundation for Personal Financial Education classes are always free, but Sun City West, EXPLORE! may require registration and/or a fee to attend classes.

To find out more or to register, call 623-544-6024 or click on the EXPLORE! logo

Thursday, January 28, 2021 at 1:00 PM

Today’s World of Safe Investing

Learn new strategies to navigate the complex world of investing. identify how to determine what types of investments fit your values, level of risk involved and work best to meet your current and future needs.

Thursday, February 25, 2021 at 1:00 PM
Taxes and Your Portfolio

Tax season isn’t the only time you should be thinking about your taxes and your portfolio. Having a tax-efficient strategy for your financial portfolio can save you money that could be invested for your future. There is no way to avoid paying taxes, but there are ways to make your portfolio more tax-efficient that save you time and money.

Thursday, March 25, 2021 at 1:00 PM
Understanding Annuities

CLICK HERE FOR THIS ZOOM CLASS and enter Meeting ID: 836 6557 7719 Passcode: 478706
Learn about the various types of annuities, their primary uses and what is behind some of the promises made about annuity products. Explore how to determine which annuities might best fit your situation. Identify what you need to know to wisely determine the financial advice best suited to your needs; how to select trustworthy advisors and what to watch out for in listening to and following the advice of others.