Foundation for Personal Financial Education

Live Class Schedule

As the Chapter President of the Foundation for Personal Financial Education, Scott Sandell teaches classes via zoom and throughout Arizona. Attend in person or watch on-demand! Each month Scott highlights a different strategy for planning, investing, and thriving in your golden years.

The foundation for personal financial education arizona chapter is a 501c3 non profit educational organization

2025 Monthly Topics

January → Harnessing the Power of ROTH

February → Navigating Taxation in Retirement

March → Tax-Efficient Retirement Planning

April → Navigating Safe Investments in Today's Market

May → Preparing for Retirement: Essential Strategies for a Smooth Transition

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  → Positioning Yourself to Thrive in Retirement

Watch the Replay:

June 2025

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Mon
Tue
Wed
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Fri
Sat

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10am The Art of Income Production in Retirement

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8am Special Training: Why You’re Not Closing—and the Simple Fix That Works

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4pm The Art of Income Production in Retirement

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11am SES Services / LEVITATE GLSAs demo (PST)

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4pm LIVE ZOOM Q&A The Art of Income Production in Retirement

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10am Preparing for Long-Term Care Costs

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Thursday, June 5 at 10 am Pacific (11 a.m. Mountain)

Scottsdale Mustang Library

Classes resume in September.

Wednesday, June 18 at 4 p.m. Pacific (5 p.m. Mountain)

Monday, June 30 at 4 p.m. Pacific (5 p.m. Mountain)

June 2025

The Art of Income Production in Retirement

One of the most popular questions we come across when helping our prospects and clients is "how do I build an income plan to last me throughout my retirement?". There are many factors to take into consideration when you approach this stage of life. Scott will walk you through the best ways to prepare an efficient and effective income plan that will help with your peace of mind throughout retirement.

Thursday, July 3 at 10 am Pacific (11 a.m. Mountain)

Scottsdale Mustang Library

Classes resume in September.

Wednesday, July 16 at 4 pm Pacific

Monday, July 28 at 4 pm Pacific

July 2025

Preparing for Long-Term Costs

When it comes to retirement planning, you'll often get the advice to prepare for Long-Term Care. But what exactly is Long-Term Care? Do you know if it's necessary for your specific scenario? In this class, Scott will go back to the basics and review what Long-Term Care is, how much one can expect to pay, and how various demographic and locational factors can affect payment and preparation.

LIVE Zoom Class

Thursday, August 7 at 10 am Pacific (11 a.m. Mountain)

Scottsdale Mustang Library

Classes resume in September.

LIVE Zoom Class

Wednesday, August 20  at 4 p.m. Pacific (5 p.m. Mountain)

LIVE Q & A Zoom with Scott Sandell

Monday, August 25 at 4 p.m. Pacific (5 p.m. Mountain)

August 2025

Positioning Yourself to Thrive in Retirment

We all want to make sure we live comfortably and securely in retirement, but how can we do that? In this class we will discuss how to do just 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.

LIVE Zoom Class

Thursday, September 4 at 10 am Pacific (11 a.m. Mountain)

Scottsdale Mustang Library

TBD

LIVE Zoom Class

Wednesday, September 17 at 10 am Pacific (11 a.m. Mountain)

LIVE Q & A Zoom with Scott Sandell

Monday, September 29 at 10 am Pacific (11 a.m. Mountain)

September 2025

Finding Unbiased Financial Advice

Are you in the market for a financial advisor? Do you know what type of advisor you are looking for? In this class, Scott walks through the different types of advisors and what to look for in each type. Depending on your age, your investment needs, etc., the type of advisor you choose may look differently than you thought.