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Events

FREE EDUCATION CLASSES

The Foundation for Personal Financial Education is a 20-year-old nationwide nonā€profit organization dedicated to financial awareness. Our Arizona Chapter’s mission is to provide our communities with a consistent resource, through unbiased classes, that are free of sales. Our Financial Wellness education is offered throughout the Phoenix Valley and Prescott. Classes cover all aspects of personal finance, and are continually updated, added to, and rotated at each location to maintain the most current, new and interesting information.

We understand that everyone’s financial situation is unique. We are committed to our goal of ending financial illiteracy, through free classes and complimentary consultations. As a non-profit, all class attendees may request a meeting at no cost. This is not a sales appointment. This appointment is simply to get to know each other and address individual questions and concerns. Certainly, if you would like to further the relationship with the speaker, you will be given an opportunity to schedule an appointment with them directly.

LIVE Q & A CLASSES via ZOOM
Have you ever wanted to pick a financial advisor's brain for free?

Join us each month on Mondays to ask questions or just listen in as Scott Sandell, Arizona Chapter President of the Foundation for Personal Financial Education, answers your questions and provides valuable and timely information!

Upcoming Events

September 27, 2021

5:00p - 6:00p

Foundation for Personal Financial Education

LIVE Q & A - SOCIAL SECURITY PLANNING ZOOM Class

With pensions all but gone, interest rates at record lows, and a volatile stock market, decisions regarding social security income may be the most important decision made in retirement. There are many strategies to optimize this income as well as positioning your portfolio to “bridge the gap’ between now and the first payment from social security. This topic is designed to begin the conversation between you and your advisors in order to optimize your investment and income strategy as you head into retirement. Brought to you by a non-profit organization dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

October 7, 2021

10:00a - 11:30a

Scottsdale Public Library ZOOM

Finding Unbiased Financial Advice ZOOM Event

It is difficult to know who to trust in the “financial advising” world today. We will explore how advisor’s make money, what license designations mean and much more. This class provides the essential knowledge necessary to be confident that you are dealing with the right professional. Brought to you by a non-profit organization dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

October 25, 2021

5:00p - 6:00p

Foundation for Personal Financial Education ZOOM

LIVE Q & A - FINDING UNBIASED FINANCIAL ADVICE

It is difficult to know who to trust in the “financial advising” world today. We will explore how advisor’s make money, what license designations mean and much more. This class provides the essential knowledge necessary to be confident that you are dealing with the right professional. Brought to you by a non-profit organization dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

Past Events

September 2, 2021

10:00a - 11:30a

Scottsdale Public Library (ZOOM)

Social Security Planning ZOOM Class

With pensions all but gone, interest rates at record lows, and a volatile stock market, decisions regarding social security income may be the most important decision made in retirement. There are many strategies to optimize this income as well as positioning your portfolio to “bridge the gap’ between now and the first payment from social security. This topic is designed to begin the conversation between you and your advisors in order to optimize your investment and income strategy as you head into retirement.

August 30, 2021

5:00p - 6:00p

Foundation for Personal Financial Education

LIVE Q & A - PRODUCING INCOME IN RETIREMENT ZOOM Class

FREE CLASS - Join us to ask questions or just listen in as Scott Sandell, Arizona Chapter President of the Foundation for Personal Financial Education, answers your questions and provides valuable and timely information!

August 5, 2021

10:00a - 11:00a

Scottsdale Public Library

Creating Income in Retirement - ZOOM Class

From dividend portfolios to annuities this class will dissect what it takes to create sustainable income and review all investments and techniques commonly used. Brought to you by a non-profit organization dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

August 4, 2021

1:00p - 2:30p

Prescott Public Library

Essential Estate Planning

This is an objective look at the differences between will based plans and trust based plans. We will explore the key elements of both and try to decipher who needs which plan.

July 26, 2021

5:00p - 6:00p

Foundation for Personal Financial Education

LIVE Q & A - UNDERSTANDING REVERSE MORTGAGES ZOOM Class

FREE CLASS - Join us to ask questions or just listen in as Scott Sandell, Arizona Chapter President of the Foundation for Personal Financial Education, answers your questions and provides valuable and timely information!

July 1, 2021

10:00a - 11:00a

Scottsdale Public Library

Understanding Reverse Mortgages ZOOM Class

Uncover the mystery behind the commonly misunderstood benefit. We will discover what is in it for you, the lender, and our government while exploring the various uses for it. Brought to you by a non-profit organization dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

June 28, 2021

5:00p - 6:00p

8655 E Via de Ventura

LIVE Q & A - PAYING FOR LONG TERM CARE ZOOM Class

FREE CLASS - Join us to ask questions or just listen in as Scott Sandell, Arizona Chapter President of the Foundation for Personal Financial Education, answers your questions and provides valuable and timely information!

June 3, 2021

10:00a - 11:00a

Scottsdale Public Library

Paying for Long Term Care ZOOM Class

This is an unbiased review of the primary resources to fund long term care including, but not limited to, Medicare/Medicaid, VA Aid & Attendance, life insurance, traditional LTC insurance, and annuities. Brought to you by the Foundation for Personal Financial Education, a non-profit organization dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

January 7, 2021

10:00a - 11:00a

Scottsdale Public Library

November 9, 2020

5:00p - 6:00p

ZOOM MEETING Meeting ID: 816 6074 4476

Event Registration