Events

Public Zoom Class: Financial Planning for Volatile Markets

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.

Live Q & A ZOOM Class: Understanding Required Minimum Distributions

As you approach your 70’s, the tax time bomb called your IRA begins to tick a bit louder. Required withdrawal from your IRA force you to change your investing behavior and pay much more attention to taxes. We will discuss all these considerations. 

Public Zoom Class: Understanding Required Minimum Distributions

As you approach your 70’s, the tax time bomb called your IRA begins to tick a bit louder. Required withdrawal from your IRA force you to change your investing behavior and pay much more attention to taxes. We will discuss all these considerations.

Understanding Required Minimum Distributions at Scottsdale Mustang Library

As you approach your 70’s, the tax time bomb called your IRA begins to tick a bit louder. Required withdrawal from your IRA force you to change your investing behavior and pay much more attention to taxes. 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.

Public Zoom Class: Understanding Required Minimum Distributions

As you approach your 70;s, the tax time bomb called your IRA begins to tick a bit louder. Required withdrawal from your IRA force you to change your investing behavior and pay much more attention to taxes. 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.

LIVE Zoom Q & A Class: Finding Unbiased Financial Advice

Depending on your age, your investment needs, etc., the type of advisor you choose may look differently than you thought. We will also 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.

Public Zoom Class: Finding Unbiased Financial Advice

It is difficult to know who to trust in the “financial advising” world today. Scott walks through the different types of advisors and what to look for in each type. Depending on your age, your investment needs, etc., the type of advisor you choose may look differently than you thought. We will also 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.

Finding Unbiased Financial Advice at Scottsdale Mustang Library

It is difficult to know who to trust in the “financial advising” world today. In this video, Scott walks through the different types of advisors and what to look for in each type. Depending on your age, your investment needs, etc., the type of advisor you choose may look differently than you thought. We will also 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.

Public Zoom Class: Finding Unbiased Advice

Discussion about the different types of advisors and what to look for in each type. We will also explore how advisors 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.

LIVE Zoom Q & A Class: How Investing Changes in Retirement

One of the most popular questions we come across when helping our prospects and clients is "How do I invest in retirement?" There are many factors to take into consideration when you approach this stage of life. With volatile markets and rising 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.

Public Zoom Class: How Investing Changes in Retirement

There are many factors to take into consideration when you approach this stage of life. With volatile markets and rising 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.

LIVE Zoom Q & A Class: Essential Estate Planning

This is a LIVE Zoom class where you can listen in or ask questions either verbally or via the chat function.

Public Zoom Class: 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.

LIVE Zoom Q & A Class: Social Security Planning

This is a LIVE Zoom class where you can listen in or ask questions either verbally or via the chat function.

Social Security Planning Public Zoom Class

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.

LIVE Zoom Q & A Class: Paying for Long Term Care

This is a LIVE Zoom class where you can listen in or ask questions either verbally or via the chat function.

Paying for Long Term Care Public Zoom Class

We will provide an unbiased review of the primary resources to fund long term care including, but not limited to, Medicare/Medicaid, VA Aid, life insurance, traditional LTC insurance, and annuities.

LIVE Zoom Q & A Class: Creating Income in Retirement

This is a LIVE Zoom class where you can listen in or ask questions either verbally or via the chat function.

Public Education Zoom Class: Creating Income in Retirement

We all want to make sure we live comfortably and securely in retirement, but how can we do that? From dividend portfolios to annuities this class will dissect what it takes to create sustainable income and review all investments and techniques commonly used.

Creating Income in Retirement at Civic Center Library

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

Scottsdale Library ZOOM Class: 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.

LIVE Zoom Q & A Class: Positioning Yourself to Thrive in Retirement

Position Yourself to Thrive in Retirement at Scottsdale Civic Center Library

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.

Public Zoom Class: Positioning Yourself to Thrive in Retirement

With volatile markets and rising 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.

Positioning Yourself to Thrive in Retirement at Mustang Library

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.

Scottsdale Public Libraries LIVE ZOOM Class: 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.

Live Q & A Zoom Class - Understanding Annuities

This is a LIVE Zoom class where you can listen in or ask question either verbally or via the chat function.

Understanding Annuities Public Education ZOOM Class

This is an exploration of the different types of annuities available as well as their primary uses. Also, we uncover what is really behind some of the lofty promises you may have heard about annuities. This is not a sales event and we will not be speaking on any specific products although we will answer any questions that may come up during class.

Understanding Annuities at Scottsdale Civic Center Library

We will explore the different types of annuities available as well as their primary uses while uncovering what is behind some of the lofty promises. This is not a sales event and we will not be speaking on any specific products although we will answer any questions you may have.

Understanding Annuities at Mustang Library

We will explore the different types of annuities available as well as their primary uses while uncovering what is behind some of the lofty promises. This is not a sales event and we will not be speaking on any specific products although we will answer any questions you may have.

Scottsdale Libraries Present Understanding Annuities LIVE Zoom Class

This is an exploration of the different types of annuities available as well as their primary uses. Also, we uncover what is really behind some of the lofty promises you may have heard about annuities. This is not a sales event and we will not be speaking on any specific products although we will answer any questions that may come up during class.

Live Q & A Zoom Class - Tax Efficiency in Retirement

This is a LIVE Zoom class where you can listen in or ask question either verbally or via the chat function.

Tax Efficiency in Retirement Public Education ZOOM Class

This class is a necessity for all. In this day of rising interest rates and volatile markets, it has become extremely important to become tax efficient in retirement, to maximize what you have. We will review how current taxation works and explore the most common ways to save taxes in retirement. I promise this is not a dry boring tax class.

Tax Efficiency in Retirement at Civic Center Library

This class is a necessity for all. In this day of rising interest rates and volatile markets, it has become extremely important to become tax efficient in retirement, to maximize what you have. We will review how current taxation works and explore the most common ways to save taxes in retirement. I promise this is not a dry boring tax class!

Tax Efficiency in Retirement at Mustang Library

This class is a necessity for all. In this day of rising interest rates and volatile markets, it has become extremely important to become tax efficient in retirement, to maximize what you have. We will review how current taxation works and explore the most common ways to save taxes in retirement. I promise this is not a dry boring tax class!

Scottsdale Library Presents Tax Efficiency in Retirement ZOOM Class

This class is a necessity for all. In this day of rising interest rates and volatile markets, it has become extremely important to become tax efficient in retirement, to maximize what you have. We will review how current taxation works and explore the most common ways to save taxes in retirement. I promise this is not a dry boring tax class!

Live Q & A Zoom Class - Today's World of Safe Investing

This is a LIVE Zoom class where you can listen in or ask question either verbally or via the chat function.

Today's World of Safe Investing PUBLIC ZOOM Class

With rising interest rates, and the current level of market volatility, where do people turn to protect their wealth while still earning something? We will explore ALL investments commonly referred to as safe; while contemplating their future in this complex market. This is a virtual program.

Today’s World Of Safe Investing At Civic Center Library Scottsdale

With historically low interest rates, and current level of market volatility, where do people turn to protect their wealth while still earning something? We will explore all investments commonly referred to as "safe" while contemplating their future in this complex market.

Today’s World of Safe Investing at Mustang Library Scottsdale

We will explore all investments commonly referred to as "safe" while contemplating their future in this complex market. With historically low interest rates, and current level of market volatility, where do people turn to protect their wealth while still earning something? We will explore all investments commonly referred to as "safe" while contemplating their future in this complex market. 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.

Today's World of Safe Investing

With rising interest rates, and the current level of market volatility, where do people turn to protect their wealth while still earning something? We will explore ALL investments commonly referred to as safe, while contemplating their future in this complex market. 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.

Q & A Financial Planning for Volatile Markets LIVE Zoom Class

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.

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

Q & A Understanding Required Minimum Distributions LIVE Zoom Class

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

Scottsdale Library Presents: Understanding Required Minimum Distributions LIVE ZOOM

s you approach 72 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 must change and taxes managed. We will discuss all these considerations.

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.

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.

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

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

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

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.

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. 

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! 

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. 

Creating Income in Retirement

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

Q & A LIVE Zoom Class: Understanding Reverse Mortgages

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

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.

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

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

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.

Q & A Positioning Yourself to Thrive in Retirement LIVE ZOOM Class

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.

Scottsdale Mustang Library: Positioning Yourself to Thrive in Retirement

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.

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

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

Essential Estate Planning Live ZOOM Class

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

LIVE Q & A ZOOM Class: Understanding Annuities

Understanding Annuities at Mustang Library

Understanding Annuities Live ZOOM Class

Tax Efficiency in Retirement LIVE Q & A Session

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

Today's World of Safe Investing LIVE ZOOM Q & A Session

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?.

Financial Planning for Volatile Markets LIVE ZOOM Q & A

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.

LIVE Q & A - UNDERSTANDING REQUIRED MINIMUM DISTRIBUTIONS

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.

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.

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.

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.

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.

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!

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.

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.

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!

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.

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!

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.

Finding Unbiased Financial Advice

Foundation for Personal Financial Education - Q & A Required Minimum Distributions

Class Topic - Required Minimum Distributions