Foundation for Personal Financial Education

Live Class Schedule

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.

The foundation for personal financial education arizona chapter is a 501c3 non profit educational organization

2025 Monthly Topics

January → Harnessing the Power of ROTH

February → Navigating Taxation in Retirement

March → Tax-Efficient Retirement Planning

April → Navigating Safe Investments in Today's Market

May → Preparing for Retirement: Essential Strategies for a Smooth Transition

June → The Art of Income Production in Retirement

July → Preparing for Long-Term Care Costs

August → Positioning Yourself to Thrive in Retirement

September → Finding Unbiased Financial Advice

October → Understanding Annuities

November → Understanding Required Minimum Distributions
December  → Positioning Yourself to Thrive in Retirement

Watch the Replay:

August 2025

Sun
Mon
Tue
Wed
Thu
Fri
Sat

27

28

4pm Q&A Preparing for Long-Term Care Costs

29

30

31

1

2

3

4

5

10am Positioning Yourself to Thrive in Retirement

6

7

8

9

10am Positioning Yourself to Thrive in Retirement

10

11

12

13

2pm Positioning Yourself to Thrive in Retirement

14

15

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18

19

20

21

4pm Positioning Yourself to Thrive in Retirement

22

23

24

25

4pm FPFE Last Monday Q&A

26

27

28

29

30

31

1

2

10am Finding Unbiased Financial Advice

3

4

10:30am FPFE: SDale Mustang

5

6

Thursday, August 5
 10 am Pacific/AZ (11 am Mountain)

Saturday, August 9

 10 am Pacific/AZ (11 am Mountain)

Public Zoom Class

Wednesday, August 13

2 pm Pacific/AZ (3 pm Mountain)

Public Zoom Class

Thursday, August 21
4 pm Pacific/AZ (5 pm Mountain)

Monday, August 25

4 pm Pacific/AZ (5 pm Mountain)

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.

Tuesday, September 2
10 am Pacific/AZ (11 am Mountain)

Public Zoom Class

Thursday, September 4

10:30 am Arizona Time

Scottsdale Mustang Library

Wednesday, September 10

2 pm Pacific/AZ (3 pm Mountain)

Public Zoom Class

Saturday, September 13
10 am Pacific/AZ (11 am Mountain)

Public Zoom Class

Tuesday, September 16
10:30 am Arizona Time

Scottsdale Civic Center Library

Thursday, September 18
4 pm Pacific/AZ (5 pm Mountain)

Public Zoom Class

Monday, September 29
4 pm Pacific/AZ (5 pm Mountain)

LIVE Q & A Zoom with Scott Sandell

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.

Thursday, October 2
10:30 am Arizona Time

Scottsdale Mustang Library

Tuesday, October 7
10 am Pacific/AZ (11 am MST)

Public Zoom Class

Wednesday, October 8
2 pm Pacific/AZ (3 pm MST)

Public Zoom Class

Saturday, October 11
10 am Pacific/AZ (11 am MST)

Public Zoom Class

Thursday, October 16
4 pm Pacific/AZ (5 pm MST)

Public Zoom Class

Tuesday, October 21
10:30 am Pacific AZ

Scottsdale Civic Center Library

Monday, October 27
4 pm Pacific/AZ (5 pm Mountain)

LIVE Q & A Zoom with Scott Sandell

October 2025

Understanding Annuities

Annuities can be a complex financial discussion. Which should you choose and why? In this popular class you will learn about the different types of annuities and how financial professionals like Scott, recommend using these in your retirement and financial plans.