BYU Retirement Course

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