Retirement Education Built for Your Stage of Life
Find the Right Starting Point for You
Not everyone approaches retirement from the same place. Some people are already retired and managing income decisions, while others are preparing for the transition. The Arizona Chapter of the Foundation for Personal Financial Education organizes learning around your stage of life so you can focus on what matters most right now.
Choose the Path That Fits Your Situation
Seniors & Retirees
If you’re already retired, your focus may be on income, taxes, Social Security, and protecting what you’ve built. Education is designed to help you make clearer decisions about withdrawals, planning, and long-term needs.
Pre-Retirees
If you’re within several years of retirement, your decisions now can shape what comes next. Learn how Social Security, taxes, and income planning connect so you can prepare with more confidence.
Families Helping Parents
If you’re helping a parent or family member, it can be difficult to navigate financial decisions without guidance. Education helps you understand key topics so you can support better conversations and decisions.
Learn Beyond Basic Financial Advice
Retirement decisions often go beyond general financial guidance. Classes and resources focus on real retirement topics, including:
- Social Security timing and strategies
- Retirement tax planning
- Required minimum distributions (RMDs)
- Safe investing concepts
- Long-term care planning
- Estate planning basics
Choose How You Want to Learn
Different people prefer different learning formats. You can choose the approach that fits your comfort level.
Attend in-person classes in familiar Arizona locations
Join live Zoom classes from home
Watch on-demand videos at your own pace
Designed for Arizona Residents
Education is built with Arizona communities in mind, including Scottsdale, the Phoenix Valley, and Prescott. This local focus helps ensure topics feel relevant and easier to apply.
Frequently Asked Questions
Is this for retirees or people still working?
Both. Education is designed for retirees as well as individuals preparing for retirement.
Who are these classes designed for?
Classes are built for seniors, pre-retirees, and individuals helping family members with financial decisions.
Can family members attend or use these resources?
Yes. Many people attend with or on behalf of a parent or spouse to better understand financial decisions together.
Do I need prior financial knowledge?
No. Topics are explained in a clear, structured way so they are easy to follow.
Are these classes focused on basic or advanced topics?
They go beyond basic financial concepts and focus on real retirement decisions like taxes, Social Security, and income planning.
Are these classes free?
Yes. All classes are free and designed to provide accessible education without pressure.
Start With the Right Path for You
Choosing the right starting point makes everything easier. By focusing on your stage of life, you can learn what matters most and move forward with more clarity.
