Retirement Classes
Learn more*The Winter 2026 session has concluded. Updated dates and times for the 2027 class will be posted in winter 2026.
Scott M. Peterson
The founder of Peterson Wealth Advisors, has been teaching BYU's Planning for a Secure Retirement course for 8 years.
The most recent 6-week course ran Wednesday, January 21, 2026 (online) and Thursday, January 22, 2026 (in-person) from 7:00–8:30pm MT. Check back for 2027 dates.
About Scott Peterson
Scott Peterson's BYU Retirement Course Offerings
Scott teaches his series "The Retirement Income Plan: A Guide to Managing Your Money to Last Throughout Retirement," in classes to help people who are nearing or already enjoying retirement.
BYU Course: Planning for a Secure Retirement
In this upcoming 6-week course taught by our founder Scott M. Peterson, you will learn how to prepare for a secure retirement and maximize your retirement income.
Designed to help those who are nearing or are within ten years of retirement, this course will cover the following topics:
- Week 1: Understanding the Retirement Challenge
- Week 2: Maximizing Employer-Sponsored Retirement Benefits
- Week 3: Optimizing Social Security
- Week 4: Investing For, and During Retirement
- Week 5: Creating a Personalized Retirement Income Plan
- Week 6: Minimizing Taxes and Maximizing Charitable Giving Throughout Retirement
(see Class Descriptions for more details)
Available Online (Starts January 21) or In-Person (Starts January 22)
Wednesday Evenings (Online class)
This class is more general in nature or geared towards those who do not have DMBA benefits.
Class runs weekly from January 21 – February 25, 2025
7:00 pm–8:30 pmThursday Evenings (In-Person class on BYU Campus)
This class is designed for Church employees or those with DMBA benefits.
Class runs weekly from January 22 – February 26, 2025
7:00 pm–8:30 pm
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.
Ready to feel confident in your retirement plan?
We're here to help you. Take the first step and schedule your 15-minute retirement consultation with one of our CERTIFIED FINANCIAL PLANNER™ professionals.