Yavapai College Classes

Educational Investment Classes
in Prescott, Arizona

Note: This page is updated whenever new classes are scheduled.

couple enjoying Will's class

Fun-damentals of Investing for Retirees

Investing does not need to be dry. I try to make investing come alive with insights, humor and insider tips that allow you to discover how the principals being taught relate to you personally. This course can help you become more confident about your financial decisions.

In an easy format, we discuss investments preferred by investors approaching or already in retirement. Learn the ins and outs of stocks, bonds, mutual funds, annuities and more. Topics include recognizing risk, controlling taxes on IRAs, planning to get the results you want, avoiding common investment mistakes and proven risk-reducing strategies that anyone can use.

Starting February 3, 2021 (*online class*)

Register for the class online: Fun-damentals of Investing for Retirees

Woman looking a bit frustrated.

“I learned a lot that about investing from your class that I did not know from years of watching the TV financial gurus. I only wish that I had taken the class years ago, before making the financial mistakes that reduced my retirement income. You offer a wonderful service to the community of Prescott.” –MG

Arizona taxes website logo

Tax Tips for Arizona Newcomers

Tell your new friends that they can discover valuable tax savings from details about Arizona taxation that may differ from states in which they have previously lived. Tax deductions, tax credits, investment and estate planning considerations unique to Arizona will all be discussed.

*** Not currently available. ***

Register for the class online: Tax Tips for Arizona Newcomers 


Smart IRA Strategies *NEW!*

Discover proven strategies for IRA rollovers, conversions to Roth IRAs, special rules when inheriting IRAs, how to manage taxation on your IRA withdrawals, age 70 ½ decisions, eliminating taxes with Qualified Charitable Distributions, the best kinds of investments to use in IRAs, and more in this important class. If you have an IRA, this class can save you a lot of money and help you get the results you want.

*** Not currently available. ***

Register for the class online: Smart IRA Strategies