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
June 21, 2023
3:00p - 4:30p
ZOOM
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.
June 26, 2023
5:00p - 6:30p
ZOOM
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.
Past Events
May 30, 2023
5:00p - 6:30p
ZOOM
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.
May 24, 2023
3:00p - 4:30p
ZOOM
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.
May 18, 2023
10:30a - 12:00p
Civic Center Library
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.
May 4, 2023
10:30a - 12:00p
ZOOM
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.
April 24, 2023
5:00p - 6:30p
ZOOM
April 20, 2023
10:30a - 12:00p
Scottsdale Civic Center Library
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.
April 19, 2023
3:00p - 4:30p
ZOOM
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.
April 13, 2023
10:30a - 12:00p
Mustang Library
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.
April 6, 2023
10:30a - 12:00p
Virtual - ZOOM
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.
March 27, 2023
5:00p - 6:30p
LIVE ZOOM
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.
March 22, 2023
3:00p - 4:30p
ZOOM
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.
March 16, 2023
10:30a - 12:00p
Scottsdale Civic Center Library
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.
March 9, 2023
10:30a - 12:00p
Scottsdale Mustang Library
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.
March 2, 2023
10:30a - 12:00p
ZOOM
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.
February 27, 2023
5:00p - 6:30p
LIVE ZOOM
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.
February 22, 2023
3:00p - 4:30p
ZOOM
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.
February 16, 2023
10:30a - 12:00p
Scottsdale Civic Center Library
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!
February 9, 2023
10:30a - 12:00p
Mustang Library
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!
February 2, 2023
10:30a - 12:00p
LIVE ZOOM
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!
January 30, 2023
5:00p - 6:00p
LIVE ZOOM
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.
January 25, 2023
3:00p - 4:30p
LIVE ZOOM
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.
January 19, 2023
10:30a - 12:00p
Civic Center Library
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.
January 12, 2023
10:30a - 12:00p
Mustang Library
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.
January 5, 2023
10:30a - 12:00p
Scottsdale Public Library ZOOM
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.
December 19, 2022
5:00p - 6:30p
Q & A Financial Planning for Volatile Markets LIVE Zoom Class
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 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
November 28, 2022
5:00p - 6:30p
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 3, 2022
10:30a - 12:00p
ZOOM
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.
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.
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 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
Foundation for Personal Financial Education - Q & A Required Minimum Distributions
Class Topic - Required Minimum Distributions