Foundation for Personal Financial Education

As the Chapter President of the Foundation for Personal Financial Education, Scott Sandell teaches classes via zoom and throughout Arizona. Attend in person or watch on-demand! Each month Scott highlights a different strategy for planning, investing, and thriving in your golden years.

2025 Monthly Topics

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February 2025

Navigating Taxation in Retirement

Are you ready to navigate the complexities of taxation in your retirement years with confidence? Don't let confusing tax rules eat away at your nest egg! Scott Sandell will guide you through the retirement tax maze with clear, actionable advice that you can start using immediately. You will gain a deep understanding of the unique tax landscape that applies to retirees. Best of all? This valuable knowledge comes to you completely FREE, with no strings attached. Brought to you by a non-profit organization committed to empowering your financial future through unbiased education, free from any sales pressure. Attend our class and take the first step towards a more secure, stress-free retirement.

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March 2025

Tax Efficient Retirement Planning

In today's landscape of rising interest rates and volatile markets, understanding tax efficiency in retirement is more crucial than ever. This engaging and informative class is designed to help you make the most of your hard-earned savings. Scott Sandell will delve into the current taxation system and uncover the most effective strategies for minimizing your tax burden in retirement.

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April 2025

Navigating Safe Investments in Today's Market

Navigating Safe Investments in Today's Market

In a world of economic uncertainty and market volatility, finding safe havens for your hard-earned money can feel like searching for buried treasure without a map. This class will be your compass, guiding you through the choppy waters of today's financial markets to discover secure investment opportunities that can weather any storm. 

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May 2025

Preparing for Retirement: Essential Strategies

Are you within a decade of retirement or just starting your golden years? Don't miss our essential class, "Preparing for Retirement: Essential Strategies for a Smooth Transition." In this engaging session, we'll uncover the shifting landscape of retirement and equip you with the tools to navigate these changes confidently. Discover why traditional retirement plans are evolving and learn how to position yourself for financial success in this new era. Whether you're concerned about market volatility, healthcare costs, or making your savings last, this class will provide you with actionable strategies to ensure a comfortable and fulfilling retirement. Join us to transform your retirement journey from uncertain to unbeatable!