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 18th – Friday, August 21st
• Time – 12:30-1:25 p.m.
• Location – 207 MARB

Tuesday, August 18th – 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 19th – Common Sense 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 20th – 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 21st – 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,” containing four classes to help people who are nearing or already enjoying retirement and for those preparing for a senior mission.

• Dates – Tuesday, August 18th – Friday, August 21st
• Time – 8:30-9:25 a.m.
• Location – 377 CB

Tuesday, August 18th – Five Important Decisions You Will Make in Retirement (Alex Call)

Wednesday, August 19th – Financial Foundations for Your Senior Mission (Alek Johnson)

Thursday, August 20th – Minimizing Taxes in Retirement: Tax Strategies Every Retiree Should Know (Alek Johnson)

Friday, August 21st – Psychology of Investing for the Latter-day Saint Retiree (Alex Call)

BYU’s Education Week 2026 Class Schedule

For a complete schedule of classes offered at BYU’s Education Week 2026, visit their website at here.