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

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 Dist.
December
   Essential Estate Planning

Watch the Replay:

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11am Essential Estate Planning

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10:30am FPFE: SDale Mustang Library

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3pm Essential Estate Planning

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11am Essential Estate Planning

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10:30am FPFE: SDale Civic Center

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5pm Essential Estate Planning

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5pm CANCELLED FPFE: Open Q&A

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Tuesday, December 2
10 am Pacific/11 am Mountain/Noon Central/1 pm Eastern


Thursday, December 4
10:30 am
Arizona

Scottsdale Mustang Library


Wednesday, December 10
2 pm Pacific/3 pm Mountain/4 pm Central/5 pm Eastern


Saturday, December 13
10 am Pacific/11 am Mountain/Noon Central/1 pm Eastern


Tuesday, December 16
10:30 am
Arizona

Scottsdale Civic Center Library


Thursday, December 18
4 pm Pacific/5 pm Mountain/6 pm Central/7 pm Eastern


December 2025

Essential Estate Planning

Are you ready to secure your financial legacy and protect your loved ones from the complexities and high costs of the unknown? Our Essential Estate Planning class is designed to demystify the process, proving that securing your future is much simpler than you think. You’ll learn practical strategies for maintaining control of your assets, ensuring a quick and cost-effective transfer of your estate, and avoiding the pitfalls of probate, which can consume up to 10% of a gross estate. We'll break down the key differences between a will-based plan and a trust-based plan, and show you simple, powerful tools like beneficiary designations (TOD/POD) to ensure your wishes are carried out and your heirs are protected. Register now to gain the clarity and confidence to finally put your essential legal documents in place.

Tuesday, January 6
10 am Pacific/11 am Mountain/Noon Central/1 pm Eastern

Public Zoom Class


Thursday, January 8
10:30 am
MST/AZ Time

Scottsdale Mustang Library


Saturday, January 10
10 am
Pacific/11 am Mountain/Noon Central/1 pm Eastern

Public Zoom Class


Wednesday, January 14
2 pm
Pacific/3 pm Mountain/4 pm Central/5 pm Eastern

Public Zoom Class


Thursday, January 15
10:30 am am MST/AZ Time

Scottsdale Civic Center Library


Thursday, January 15
4 pm Pacific/5 pm Mountain/6 pm Central/7 pm Eastern

Public Zoom Class


Monday, January 26
4 pm
Pacific/5 pm Mountain/6 pm Central/7 pm Eastern

LIVE Zoom Q & A Class


January 2026

Harnessing the Power of Roth

Are you ready to transform your financial future? Join this exclusive class and discover the unparalleled benefits of Roth accounts, regardless of your age, wealth, or background. In this comprehensive and engaging session, you will gain a deep understanding of how Roth accounts can revolutionize your financial strategy. Whether you’re a financial novice or a seasoned investor, this class is designed to help you make informed decisions and secure a brighter financial future.