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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

May 30, 2022

5:00p - 6:30p

LIVE ZOOM Class

June 2, 2022

10:00a - 11:30a

LIVE Zoom Class Sponsored by Scottsdale Public

June 2, 2022

10:00a - 12:00p

ZOOM

Paying for Long Term Care LIVE Zoom Class

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. This is a virtual program. Please click on the Link below to Join the presenter's program at the above date and time. Join Zoom Meeting https://us02web.zoom.us/j/83923006559?pwd=U283Z2hhV1BlS1pCUUdoZElSeDRQZz09 Meeting ID: 839 2300 6559 Passcode: 685426

Past Events

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