BYU Retirement Course

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These are the dates and classes from the 2023 course. The new dates and classes for 2024 will be updated.

Scott M. Peterson,

the founder of Peterson Wealth Advisors, has been teaching BYU’s Planning for a Secure Retirement course for 4 years.

This 7-week course starts on Wednesday, February 15, 2023 (live) or Thursday, February 16, 2023 (online) 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 2023 Course: Planning for a Secure Retirement

Register through BYU.

In this upcoming 7-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:  Optimizing Social Security
  • Week 3:  Maximizing your Employer Sponsored Retirement Benefits
  • Week 4:  Debunking Today’s Investment Fallacies
  • Week 5:  Investing For, and During Retirement
  • Week 6:  Creating a Personalized Retirement Income Plan
  • Week 7:  Minimizing Taxes and Optimizing Charitable Giving in Retirement

(see Class Descriptions for more details)

Available In-Person (Starts Feb. 15) or Online (Starts Feb. 16)

  • Wednesday Evenings (In-Person class on BYU Campus)—This class is designed for Church employees, or those with DMBA benefits.
    • Class runs weekly February 15 – March 29, 2023
    • 7:00pm-8:30pm (MST until March 12. MDT starts March 12)
  • Thursdays Evenings (Online class)—This class is more general in nature or geared towards those who do not have DMBA benefits.
    • Class runs weekly February 16 – March 30, 2023
    • 7:00pm-8:30pm (MST until March 12. MDT starts March 12)

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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