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.
More events are on the way! Check back soon for more information.
January 7, 2021
10:00a - 11:00a
Scottsdale Public Library
November 9, 2020
5:00p - 6:00p
ZOOM MEETING Meeting ID: 816 6074 4476
Class Topic - Required Minimum Distributions