BYU Retirement Course

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Scott M. Peterson,

the founder of Peterson Wealth Advisors, has been teaching BYU’s Planning for a Secure Retirement course for 5 years.

This 7-week course starts on Wednesday, March 6, 2024 (online) or Thursday, March 7, 2024 (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 2024 Course: Planning for a Secure Retirement

Register through BYU.

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 March 6) or In-Person (Starts March 7)

  • 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 March 6 – April 10, 2024
    • 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 March 7 – April 11, 2024
    • 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.

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