BYU Education Week

Class Schedule

Notice

These are the dates and classes for August 2024. The new dates and classes for 2025 will be updated in the summer of 2025.

Scott M. Peterson,

The founder of Peterson Wealth Advisors, has been a regular speaker at BYU’s Education Week for more than 10 years.

For BYU Education Week 2024 (August 20-23), Scott will be speaking Tuesday-Friday on various retirement planning topics.

Alex P. Call,

A partner and senior advisor at Peterson Wealth Advisors, this is Alex's first year presenting at BYU's Education Week.

For BYU Education Week 2024 (August 20-23), Alex will be speaking Tuesday and Friday on the decisions that come with retirement.

Alek R. Johnson,

A lead advisor at Peterson Wealth Advisors, this is Alek's first year presenting at BYU's Education Week.

For BYU Education Week 2024 (August 20-23), Alek will be speaking Wednesday and Thursday on planning for a senior mission.

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,’ four classes to help people who are nearing or already enjoying retirement.

  • Dates – Tuesday, August 20th – Friday, August 23rd
  • Time – 12:30-1:25 p.m.
  • Location – 2254 Conference Center (CONF)

Tuesday, August 20th – 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 21st – 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 22nd – The retirement income plan: creating a perpetual stream of 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 23rd – 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 ‘Retire and Serve: Financial Considerations and Opportunities for the Latter-day Saint Retiree,’ four classes to help people who are nearing or already enjoying retirement and for those preparing for a senior mission.

  • Dates – Tuesday, August 20th – Friday, August 23rd
  • Time – 8:30-9:25 a.m.
  • Location – Harman Ballroom in the Harman Building (HCEB)

Tuesday, August 20th – The Five Most Important Decisions You Will Make in Retirement (Alex Call)

Wednesday, August 21st – Financial Foundations for Your Senior Mission (Alek Johnson)

Thursday, August 22nd – Advanced Financial Strategies for Your Senior Mission (Alek Johnson)

Friday, August 23rd – Psychology of Money for the Latter-day Saint Retiree (Alex Call)

BYU’s Education Week 2024 Class Schedule

For a complete schedule of classes offered at BYU’s Education Week 2024, visit their website at here.

Scott M. Peterson is the founder and principal investment advisor of Peterson Wealth Advisors. Scott has specialized in financial management for retirees for over 30 years. Scott is a regular presenter at BYU’s Education Week and speaks often at other seminars regarding financial decision making at retirement. He also wrote the book on retirement income: Plan on Living: The Retiree’s Guide to Lasting Income & Enduring Wealth.

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