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Stay Informed, Stay Ahead.

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Free Monthly Classes

Transform Your Finances with Education

Our classes are designed to help you navigate every stage of your financial journey, whether you’re just starting to plan or already enjoying your retirement. Each month, we focus on a different strategy to ensure you have the tools and knowledge needed to succeed in your golden years.


Classes are offered in multiple formats, including in-person at Scottsdale Libraries, via live Zoom sessions, and at our offices in Scottsdale and Prescott. Choose the format that best suits your needs and start taking control of your financial future today.


Watch This Month's Class

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Financial Knowledge Anytime, Anywhere

Explore Our YouTube Channel

Gain valuable financial insights from the comfort of your own home. Our YouTube channel features Scott Sandell, President of the Foundation for Personal Financial Education, Arizona Chapter, discussing a wide range of personal finance topics. Whether you’re looking to understand the basics or dive deeper into advanced strategies, our videos are designed to provide clear, actionable advice that you can apply immediately.

Download your free brochure:

The Retirement Game Plan

Prepare for your next big adventure with “The Retirement Game Plan.” This free brochure is packed with essential tips to help you navigate retirement with confidence. Register today to download your copy and start planning for a bright future.



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Take Control of Your Financial Future Today.

Let's Discuss your Financial potential

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