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 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)