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:

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4pm FPFE: Open Q&A

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10:30am FPFE: SDale Mustang

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10am Understanding Annuities

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2pm Understanding Annuities

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10am Understanding Annuities

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4pm Understanding Annuities

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10:30am FPFE: SDale Civic Center

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4pm FPFE: Open Q&A

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Tuesday, November 4
10 am
Pacific/11 am Mountain/Noon Central/1 pm Eastern

Public Zoom Class


Thursday, November 6
10:30 am
MST/AZ Time

Scottsdale Mustang Library


Saturday, November 8
10 am
Pacific/11 am Mountain/Noon Central/1 pm Eastern

Public Zoom Class


Wednesday, November 12
2 pm
Pacific/3 pm Mountain/4 pm Central/5 pm Eastern

Public Zoom Class


Tuesday, November 18
10:30 am am MST/AZ Time

Scottsdale Civic Center Library


Thursday, November 20
4 pm Pacific/5 pm Mountain/6 pm Central/7 pm Eastern

Public Zoom Class


Monday, November 24
4 pm
Pacific/5 pm Mountain/6 pm Central/7 pm Eastern

Public Zoom Class


November 2025

Understanding Required Minimum Distributions

Dive deep into the critical topic of Required Minimum Distributions (RMDs), as we reveal the latest rules, strategies, and common pitfalls that everyone approaching retirement needs to know. Whether planning for your own financial future or hoping to avoid costly mistakes, you will gain unbiased, educational insights as Scott brings real-world experience and a passion for helping people thrive through informed decision-making. Get ready to learn how RMDs affect IRAs, inherited accounts, taxation, and portfolio planning—all presented in a clear, engaging format designed to empower informed confidence in your retirement strategy.

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.