BYU Education Week

Scott Peterson’s BYU Education Week Class Offerings

Scott will teach his series ‘The Retirement Income Plan: A Guide to Managing Your Money to Last Throughout Retirement,’ containing four classes to help people who are nearing or already enjoying retirement.

• Dates – Tuesday, August 19th – Friday, August 22nd
• Time – 4:30-5:25 p.m.
• Location – 3108 JKB

Tuesday, August 19th – Recognizing Retirement Risks and Investment Fallacies so You Can Focus on What “Really Matters” During Retirement

Today’s retirees face unique challenges such as longevity, inflation, and investment management. However, the media portrays investments in a very different way than what academic research proves to be the best way to manage retirement funds. This false information leads us to what we call the ‘grand illusions’ of the investment world. On Tuesday Scott will debunk certain investment ‘grand illusions’ using academic research.

Wednesday, August 20th – Commonsense Investing: What Actually Determines Investment Performance

In Wednesday’s Education Week class, Scott will discuss the three true determinants of investment growth: Asset Allocation(Time Horizon, Diversification, Propensity for Risk), Fees, and Investor Behavior.

Thursday, August 21st – The Retirement Income Plan: Creating a Perpetual Stream of Investment Income to Last Through Retirement

The goal for managing your investments throughout retirement is to provide an inflation adjusted stream of income that will last throughout retirement with the least amount of risk. To support this goal of making a retirement income plan, Scott will discuss the specific elements of creating a retirement income plan.

As the architect of the Perennial Income Model™, Scott will also go over a time segmented retirement plan that will additionally help coordinate all income sources, works as a “bad luck” insurance policy, protects you from your older self, and will leave the surviving spouse with a plan to follow at death.

Friday, August 22nd – Maximizing Social Security Benefits and Minimizing Taxes During Retirement

In Scott’s final class at BYU Education Week, he will discuss taxes and Social Security when it comes to retirement.

Scott will also go over the best time to apply for Social Security benefits, how benefits are taxed, and how to potentially reduce the taxation of your Social Security benefits through charitable giving strategies.

Alex Call and Alek Johnson's BYU Education Week Class Offerings

Alex and Alek will teach their series ‘Financial Considerations and Opportunities for the Latter-day Saint Retiree,’ containing four classes to help people who are nearing or already enjoying retirement and for those preparing for a senior mission.

• Dates – Tuesday, August 19th – Friday, August 22nd
• Time – 3:10-4:05 p.m.
• Location – 3108 JKB

Tuesday, August 19th – The Five Most Important Decisions You Will Make in Retirement (Alex Call)

Wednesday, August 20th – Financial Foundations for Your Senior Mission (Alek Johnson)

Thursday, August 21st – Minimizing Taxes in Retirement: Tax Strategies Every Retiree Should Know (Alek Johnson)

Friday, August 22nd – Psychology of Money for the Latter-day Saint Retiree (Alex Call)

BYU’s Education Week 2025 Class Schedule

For a complete schedule of classes offered at BYU’s Education Week 2025, visit their website at here.