Educational Investment Classes
in Prescott, Arizona
Note: This page is updated whenever new classes are scheduled.
Due to the current situation, classes will not be scheduled this summer. Please call the office for a scheduled, individual appointment with Will.
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.
Thursday, February 6th, 1:00-3:00 pm
Register for the class online: Tax Tips for Arizona Newcomers https://www.campusce.net/yc/course/course.aspx?C=5856
Register online or call the college at 928-717-7755 to register for class #WS20-136 .
“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
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 3rd, 2021
Register for the class online: Fun-damentals of Investing for Retirees https://www.campusce.net/yc/course/course.aspx?C=6534
Register online or call the college at 928-717-7755 to register for class #WS20-133.
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.
*** Coming in 2020 ***
Register for the class online: Smart IRA Strategies https://www.campusce.net/yc/Course/Course.aspx?c=9691
Register online or call the college at 928-717-7755 to register for class #FA19-039.