Finance, Investments & Retirement   

Retirement is no longer simply about slowing down — it's an opportunity to rediscover who you are, what brings you joy, and how you want to live the next chapter of your life with meaning and authenticity. This inspiring 6-week course is designed for adults who want to create a more purposeful and fulfilling retirement. Through guided reflection, group discussion, creative exercises, and personal exploration, participants examine identity beyond career roles, reconnect with forgotten passions, strengthen relationships, nurture emotional and spiritual well-being, and develop a personal vision for an authentic life.

Investing doesn't have to be overwhelming. This three-session course builds a practical foundation for understanding today's financial markets. Students will develop a working vocabulary covering stocks, bonds, mutual funds, ETFs, and annuities, as well as learn a structured framework for evaluating investment decisions. Topics include basic portfolio construction, risk and return, asset allocation, and common financial planning pitfalls. Students will also gain insight into working effectively with financial advisors, accountants, and attorneys. Whether you are brand new to investing or looking to bring more clarity to decisions you are already making, this course cuts through the noise.

Medicare will be explained in everyday terms: what it does and does not cover, what to expect and how to navigate the system. Learn the ins and outs of Medicare prescription drug plans, Medicare supplements, and Advantage plans. Get a comprehensive overview from a specialist with over 28 years of experience in Arizona.

This is an educational event designed to inform about Medicare and Medicare related programs.

Planning for retirement can be complicated, and deciding when to claim Social Security is one of the most important retirement decisions you may make. In this class, we will discuss how Social Security benefits are calculated, how benefits may be taxed, and strategies to help determine when to begin taking benefits. We will also review common retirement risks and ways to help manage them. Join us to learn practical strategies designed to help maximize your Social Security benefits and create a more confident retirement income plan.

What happens to everything you have worked for when you are gone? This two-session course takes an honest, practical look at estate planning and the transfer of wealth at death. Session one covers the fundamentals — wills, trusts, beneficiary designations, titling of assets, and common mistakes that derail even well-intentioned plans. Session two features a seasoned estate planning attorney who will walk through the legal mechanics, answer your questions, and share real-world case studies. Whether your estate is large or small, this course will help ensure your assets end up exactly where you intend.

Do you know what you need to retire? Whether or not your social security will be taxable and how to invest your savings to create an income to live on? If you are close to retirement or currently retired come and learn ways improve your retirement income plan or create one. You will be taught financial planning techniques and investments options along with tax considerations for retirement income planning. Former students have commented: "This class helped me understand the investments I own in plain English" and "I learned how much income I can expect to receive from my investments."