Foundation for Personal Financial Education

Free Classes

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.

Scroll down for schedule and to register for classes.

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As Seen on Sonoran Living!

2026 Monthly Topics

January →  Harnessing the Power of ROTH

February → Understanding Taxation in Retirement

March →  BecomingTax-Efficient in Retirement

April → Navigating Safe Investments in Today's Market

May → Combating Inflation in 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

June 2026

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10am First Tuesday Class of The Month

12pm EPIC - 1st Tuesday of each month

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2pm 2nd Wednesday Class of the Month

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10am 2nd Saturday Class of the Month

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4pm 3rd Thursday Class of the Month

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4pm FPFE: Open Q&A

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Watch the Replay:

“Combating Inflation in Retirement” text with a man in a suit standing beside it on a blue background

Wednesday, June 10
2 pm Pacific & Arizona
3 pm Mountain/4 pm Central/5 pm Eastern

Public Zoom Class

Saturday, June 13

10 am Pacific & Arizona
11 am Mountain/Noon Central/1 pm Eastern

Public Zoom Class

Thursday, June 18
4 pm Pacific & Arizona

5 pm Mountain/6 pm Central/7 pm Eastern

Monday, June 29
4 pm Pacific & Arizona

5 pm Mountain/6 pm Central/7 pm Eastern

Public Zoom Class

June 2026

The Art of Producing Income in Retirement

In this session, Scott Sandell, CFP© will break down the key decisions that can help you protect your savings, reduce stress, and make your money work more efficiently in retirement. If you’ve ever wondered how to create income without sacrificing flexibility, or how to make better choices with Social Security, IRAs, Roth accounts, and other retirement assets, this class is for you.


Promotional banner reading “The Art of Producing Income in Retirement” with a man in a suit on the right

Tuesday, July 7
10 am Pacific & Arizona
11 am Mountain/Noon Central/1 pm Eastern

Public Zoom Class

Wednesday, July 8
2 pm Pacific & Arizona
3 pm Mountain/4 pm Central/5 pm Eastern

Public Zoom Class

Saturday, June 11

10 am Pacific & Arizona
11 am Mountain/Noon Central/1 pm Eastern

Public Zoom Class

Thursday, June 16
4 pm Pacific & Arizona

5 pm Mountain/6 pm Central/7 pm Eastern

Monday, June 27
4 pm Pacific & Arizona

5 pm Mountain/6 pm Central/7 pm Eastern

LIVE Zoom Q & A Class

July 2026

Preparing for Long-Term Care Costs

Are you prepared for the rising costs of long-term care? In this informative session, we dive deep into the essentials of planning for long-term care expenses—an increasingly important topic as the baby boomer generation ages.

Graphic reading “Preparing for LONG-TERM Care Costs” with a suited man on the right and red-white-blue stripes below

Tuesday, August 4
10 am Pacific & Arizona
11 am Mountain/Noon Central/1 pm Eastern

Public Zoom Class

Saturday, August 8
10 am Pacific & Arizona
11 am Mountain/Noon Central/1 pm Eastern

Public Zoom Class

Wednesday, August 12

2 pm Pacific & Arizona
3 pm Mountain/4 pm Central/5 pm Eastern

Public Zoom Class

Thursday, August 20
4 pm Pacific & Arizona

5 pm Mountain/6 pm Central/7 pm Eastern

Monday, August 31
4 pm Pacific & Arizona

5 pm Mountain/6 pm Central/7 pm Eastern

LIVE Zoom Q & A Class

July 2026

Positioning Yourself to Thrive in Retirement

We all want to make sure we live comfortably and securely in retirement, but how can we do 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. With volatile markets and rising interest rates, financially navigating retirement can be tricky. We will discover what is changing, why it is changing and how to position yourself for success in retirement.

Graphic reading “Preparing for LONG-TERM Care Costs” with a suited man on the right and red-white-blue stripes below