
BYU Retirement Course
Learn more*These dates are from the 2025 class. Updated dates and times will be added at the start of 2026.
Scott M. Peterson,
the founder of Peterson Wealth Advisors, has been teaching BYU’s Planning for a Secure Retirement course for 7 years.
This 6-week course starts on Wednesday, February 19, 2025 (online) or Thursday, February 20, 2025 (in-person) from 7:00-8:30pm MT.

Scott Peterson’s BYU's Retirement Course Offerings
Scott will teach 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 Winter 2025 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 February 19) or In-Person (Starts February 20)
- 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 February 19 – March 26, 2025
- 7:00 pm-8:30 pm
- Thursday Evenings (In-Person class on BYU Campus)—This class is designed for Church employees or those with DMBA benefits.
- Class runs weekly from February 20 – March 27, 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.
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