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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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!

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June 2025

The Art of Income Production in Retirement

One of the most popular questions we come across when helping our prospects and clients is "how do I build an income plan to last me throughout my retirement?". There are many factors to take into consideration when you approach this stage of life. Scott will walk you through the best ways to prepare an efficient and effective income plan that will help with your peace of mind throughout retirement.

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July 2025

Preparing for Long-Term Costs

When it comes to retirement planning, you'll often get the advice to prepare for Long-Term Care. But what exactly is Long-Term Care? Do you know if it's necessary for your specific scenario? In this class, Scott will go back to the basics and review what Long-Term Care is, how much one can expect to pay, and how various demographic and locational factors can affect payment and preparation.

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August 2025

Positioning Yourself to Thrive in Retirment

We all want to make sure we live comfortably and securely in retirement, but how can we do that? In this class we will discuss how to do just that. Scott will walk you through the steps you can take and what to keep in mind as you grow your financial portfolio and start to (or continue to) plan for retirement.

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September 2025

Finding Unbiased Financial Advice

Are you in the market for a financial advisor? Do you know what type of advisor you are looking for? In this class, 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.