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:

July 2025

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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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4pm Preparing for Long-Term Care Costs

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4pm Q&A Preparing for Long-Term Care Costs

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Thursday, August 5 at 10 am Pacific/AZ (11 am Mountain)

Saturday, August 9 at 10 am Pacific/AZ (11 am Mountain)

Wednesday, August 13 at 2 pm Pacific/AZ (3 pm Mountain)

Thursday, August 21  at 4 pm Pacific/AZ (5 pm Mountain)

Monday, August 25 at 4 pm Pacific/AZ (5 pm 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

Tuesday, September 2 at 10 am Pacific/AZ (11 am Mountain)

Scottsdale Mustang Library

Thursday, September 4 at 10:30 am Arizona Time

Public Zoom Class

Wednesday, September 10 at 2 pm Pacific/AZ (3 pm Mountain)


Public Zoom Class

Saturday, September 13 at 10 am Pacific/AZ (11 am Mountain)

Scottsdale Civic Center Library

Tuesday, September 16 at 10:30 am Arizona Time

Public Zoom Class

Thursday, September 18 at 4 pm Pacific/AZ (5 pm Mountain)

LIVE Q & A Zoom with Scott Sandell

Monday, September 29 at 4 pm Pacific/AZ (5 pm 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.

Scottsdale Mustang Library

Thursday, October 2  at 10:30 am AZ

LIVE Zoom Class

Thursday, October 7 at 10 am Pacific/AZ (11 am MST)

Public Zoom Class

Wednesday, October 8 at 2 pm Pacific/AZ (3 pm MST)

Public Zoom Class

Saturday, October 11 at 10 am Pacific/AZ (11 am MST)

Scottsdale Civic Center Library

Tuesday, October 21 at 10:30 am Pacific AZ

LIVE Q & A Zoom with Scott Sandell

Monday, October 27 at 4 pm Pacific/AZ (5 pm Mountain)

October 2025

Understanding Annuities

Annuities can be a complex financial discussion. Which should you choose and why? In this popular class, Scott talks about specific types of annuity products and what they can do for your financial portfolio. Learn about the different types of annuities and how financial professionals like Scott, recommend using these in your retirement and financial plans.