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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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.

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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.