F1955C - Let's Talk Money:  A Class for Retirees

F1955C - Let's Talk Money: A Class for Retirees

6 Sessions | Registration opens 9/24/2025 10:00 AM MST (Arizona)

25105 South Alma School Road Sun Lakes, AZ 85248 United States
204
Meets Wed at 9:00 on 10/8, 10/15, 10/22, 10/29, 11/5, 11/12
10/8/2025-11/12/2025
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F1955C - Let's Talk Money: A Class for Retirees

6 Sessions | Registration opens 9/24/2025 10:00 AM MST (Arizona)

This course is designed for retirees and those approaching retirement who want to take control of their financial future with confidence. We'll cover key topics including retirement income planning, Social Security, understanding Medicare, how to avoid common financial mistakes and fraud, and ways to secure your legacy. Whether you're looking to better understand your options or simply gain peace of mind, this class offers practical tools and real-world guidance in a relaxed, supportive setting.

Shelby Andersson

I'm a Financial Advisor at Morgan Stanley working on the Andersson/Bekken Group. We help families make confident, informed financial decisions. Unfortunately, there is a lack of education around the topic of finances, I'm passionate about making finance clear and approachable, and I look forward to equipping you with practical tools to navigate retirement, investing, and legacy planning with confidence.