Broker Check

Events

FREE EDUCATION CLASSES

The Foundation for Personal Financial Education is a 20-year-old nationwide non‐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

October 13, 2022

10:30a - 12:30p

Mustang Library

Finding Unbiased Financial Advice at Mustang Library

It is difficult to know who to trust out there these days and even when you do find someone, don't let your guard down. We will discuss what to watch out for and what to look for. Brought to you by non-profit, Foundation for Personal Financial Education dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

October 24, 2022

5:00p - 6:30p

LIVE ZOOM CLASS

Q & A Finding Unbiased Financial Advice LIVE Zoom Class

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.

November 1, 2022

10:30a - 12:00p

LIVE ZOOM

November 10, 2022

10:30a - 12:00p

Scottsdale Mustang Library

Understanding Required Minimum Distributions at Mustang Library

As you approach 70 years old, the tax time bomb called your IRA begins to tick a bit louder. When you are required to withdraw money from your savings, your investing behavior must change and taxes must be properly managed. We will discuss all these considerations. Join us in the Scottsdale Mustang Auditorium

November 28, 2022

5:00p - 6:30p

LIVE ZOOM

December 1, 2022

10:30a - 12:00p

Scottsdale ZOOM: Financial Planning for Volatile Markets

Financial Planning for Volatile Markets LIVE Zoom

This is a virtual program. Join Zoom Meeting https://us02web.zoom.us/j/87877220723?pwd=RqMcCJ-0nyXothLVER-diN4QKnC8Cr.1 Meeting ID: 878 7722 0723 Passcode: 808342

December 8, 2022

10:30a - 12:00p

Scottsdale Mustang Library

Financial Planning for Volatile Markets at Mustang Library

9/11, 2008, 2020 are all recent financial crisis that make retirement unpredictable and often difficult to navigate. A sound financial plan allows you to navigate these crises without altering your enjoyable retirement plans. Sound financial planning does not require a crystal ball but it does require an understanding of your own situation while linking your priorities to your investment choices and strategies.

December 19, 2022

5:00p - 6:30p

Q & A Financial Planning for Volatile Markets LIVE Zoom Class

Past Events

October 6, 2022

10:30a - 12:30p

ZOOM Class

Scottsdale Library Presents: Finding Unbiased Financial Advice ZOOM Class

Join Zoom Meeting https://us02web.zoom.us/j/89004556017?pwd=rKmltldmmTaQW3IlH7BGlwgmAc1xNT.1 Meeting ID: 890 0455 6017 Passcode: 907948

September 26, 2022

5:00p - 6:00p

LIVE ZOOM

LIVE ZOOM Q & A: Social Security Planning

LIVE ZOOM Q & A: Social Security Planning Scott Sandell is inviting you to a scheduled Zoom meeting. Join Zoom Meeting https://us02web.zoom.us/j/84957431809?pwd=b3JCaVNkbWdYZWJiR1dFc2xRbDIrUT09 Meeting ID: 849 5743 1809 Passcode: 330866

September 13, 2022

5:00p - 6:00p

LIVE ZOOM CLASS

LIVE Q & A: Social Security Planning ZOOM Class

Scott Sandell will host this live and interactive class. Bring all your questions about Social Security Planning!  Join Zoom Meeting https://us02web.zoom.us/j/84957431809?pwd=b3JCaVNkbWdYZWJiR1dFc2xRbDIrUT09 Meeting ID: 849 5743 1809 Passcode: 330866

September 8, 2022

10:30a - 12:30p

Scottsdale Mustang Library

Social Security Planning at Mustang Library

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.

September 1, 2022

10:30a - 12:30p

LIVE Zoom Meeting

Social Security Planning

Hosted by Scottsdale Public Library 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 29, 2022

5:00p - 6:30p

LIVE ZOOM

Q & A Producing Income in Retirement LIVE Zoom Class

LIVE Zoom Class: Q & A Creating Income in Retirement Monday, August 29, 2022 at 5 PM Scott Sandell will host this live and interactive class. Bring all your questions about Income in Retirement! 

August 11, 2022

10:30a - 12:30p

Mustang Library

Mustang Library Presents: Creating Income in Retirement

From dividend portfolios to annuities this class will dissect what it takes to create sustainable income and review all investments and techniques commonly used. 

August 4, 2022

10:30a - 12:30p

ZOOM Classs

Creating Income in Retirement

ZOOM Meeting Link: https://us02web.zoom.us/j/88579923924?pwd=NSt4UHhHeW9ZL3ZaYlhWbDFsRUUwZz09ing Meeting ID: 885 7992 3924 Passcode: 176136

July 25, 2022

5:00p - 6:30p

ZOOM

Q & A LIVE Zoom Class: Understanding Reverse Mortgages

CLICK HERE to Join Zoom Meeting Meeting ID: 864 5649 9010 Passcode: 087206

July 14, 2022

10:30a - 12:30p

Mustang Library

Mustang Library Presents Understanding Reverse Mortgages

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. This is an in person class at Mustang Library in the auditorium. Brought to you by a non-profit organization dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

July 7, 2022

10:30a - 12:30p

ZOOM

Understanding Reverse Mortgages

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. This is a virtual program. Join Zoom Meeting: https://us02web.zoom.us/j/82845865884?pwd=K01QSTBQMm01QW1lQkw2UXhKbzgzUT09 Meeting ID: 828 4586 5884 Passcode: 237093

June 27, 2022

5:00p - 6:30p

ZOOM Class

Q & A Paying for Long-Term Care LIVE ZOOM Class

THIS IS A ZOOM CLASS Join Zoom Meeting https://us02web.zoom.us/j/89915051451?pwd=cXArMSs5YXl4endOV29hRFQyZGxJUT09 Meeting ID: 899 1505 1451 Passcode: 378144

June 9, 2022

1:00p - 2:30p

Mustang Library

Paying for Long Term Care at Mustang Library

Join us in person at Scottsdale Mustang Library! 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 non-profit, Foundation for Personal Financial Education dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

May 30, 2022

5:00p - 6:30p

LIVE ZOOM Class

May 18, 2022

12:00p - 1:00p

Scottsdale Mustang Library

Mustang Library Presents: Paying for Long Term Care

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, & annuities Brought to you by non-profit, Foundation for Personal Financial Education dedicated to providing communities with a consistent resource through unbiased classes that are free of sales.

May 12, 2022

1:00p - 3:00p

Mustang Library

May 5, 2022

10:00a - 11:30a

ZOOM Event

Scottsdale FPFE: Positioning Yourself to Thrive in Retirement

With volatile markets and low 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. Brought to you by a non-profit organization dedicated to providing communities with a consistent resource through unbiased classes that are free of sales. This is a virtual program.

April 25, 2022

5:00p - 6:30p

LIVE ZOOM CLASS

Q & A Essential Estate Planning LIVE ZOOM Class

Join Zoom Meeting https://us02web.zoom.us/j/82258794779?pwd=OE9BMkhrdTBCblNpWVROckNwclBOdz09 Meeting ID: 822 5879 4779 Passcode: 449175

April 14, 2022

1:00p - 3:00p

Mustang Library

Scottsdale Mustang 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. Seating is limited. Please register at https://scottsdale.libnet.info/event/6019606

April 7, 2022

10:00a - 11:30a

ZOOM Class

Essential Estate Planning Live ZOOM Class

Join Zoom Meeting Meeting ID: 828 2720 2902 Passcode: 192138

March 28, 2022

5:00p - 7:00p

ZOOM Class

March 10, 2022

1:00p - 3:00p

Mustang Library

March 3, 2022

10:00a - 12:00p

ZOOM Class

February 28, 2022

5:00p - 7:00p

LIVE Zoom Class

February 3, 2022

10:00a - 11:00a

Scottsdale Public Library

Tax Efficiency in Retirement Live Zoom Class

This is a virtual program. To register for email reminders click the following link (Note, you do not need to enter a library card number):  https://us02web.zoom.us/j/82551220641?pwd=OE5KRGpOSlNualE3TG44UGY2NWcxQT09

January 31, 2022

5:00p - 6:00p

Secure Estate Solutions

January 6, 2022

10:00a - 11:00a

Scottsdale Public Library

Today's World of Safe Investing ZOOM CLASS

Hosted by Scottsdale Public Library - VIA ZOOM With historically low interest rates, and current level of market volatility, where do people turn to protect their wealth while still earning something?.

December 20, 2021

5:00p - 6:00p

Foundation for Personal Financial Education ZOOM

December 2, 2021

10:00a - 11:00p

Scottsdale Public Library

Financial Planning for Volatile Markets LIVE ZOOM Event

9/11, 2008, 2020 are all recent financial crisis that make retirement unpredictable and often difficult to navigate. A sound financial plan allows you to navigate these crises without altering your enjoyable retirement plans. Sound financial planning does not require a crystal ball but it does require an understanding of your own situation while linking your priorities to your investment choices and strategies.

November 29, 2021

5:00p - 6:00p

Foundation for Personal Financial Education ZOOM

November 4, 2021

10:00a - 11:00a

Scottsdale Public Library

Understanding Required Minimum Distributions LIVE ZOOM EVENT

As you approach 70 years old, the tax time bomb called your IRA begins to tick a bit louder. When you are required to withdraw money from your savings, your investing behavior must change and taxes must be properly managed. We will discuss all these considerations. 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.

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.

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.

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