Educational Investment Classes
in Prescott, Arizona

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

Discover How to Invest Successfully in Retirement

For over 30 years, this class has taught retirees how to confidently make investment decisions and identify the results they want. If you feel overwhelmed or intimidated by investment decisions, the information in this class can get you started on a proven path to financial security. The class format is easy, and we will cover many investments preferred by investors in or close to retirement. Learn the good, the bad and the ugly about stocks, bonds, mutual funds, annuities and more. Topics include: smart IRA strategies, common investment mistakes to avoid, and simple risk reducing strategies that anyone can use.

3 Wednesdays – June 2nd, 9th and 16th, 2021

“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

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. ***

**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.