Foundation for Personal Financial Education

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.

2025 Monthly Topics

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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.

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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.