Live Courses
INSTRUCTIONS
Click on the day/class to the right to find live class Zoom links, and if available, class readings and slides.
Course Materials—all participants will receive a copy of Scott M. Peterson's book, Plan on Living: The Retiree's Guide to Lasting Income & Enduring Wealth. Those taking the class in-person will receive a paperback copy. Those who do not live close can receive a copy in the mail if requested. Details will be discussed in class.
NOTE: DMBA is not affiliated with or a sponsor of this class. To discuss your DMBA retirement benefits with a DMBA financial professional please email finplanning@dmba.com or call 801-578-5627
Course Materials 2026
Plan on Living: The Retiree's Guide to Lasting Income and Enduring Wealth, by Scott M. Peterson
E-Book you can download from Amazon (Kindle Edition).
A hard-copy of this book will be given out the first day of class. It is also available for pick-up at the Conference Center/Harman Building registration desk (801-422-1106) located inside the west entrance. If you are taking the class online and are not local, email retirementclass@petersonwealth.com with your mailing address, and your book will be mailed to you.
Retirement Readiness Worksheet
The Zoom link is provided in the classes below. A class recording link will be provided on this page after each page. Click each class for a drop-down menu.
If the link does not take you to the live class, you can use this Webinar ID to join as well - Webinar ID: 851 8610 6916.
Class #4 Recording — Will be removed April 30
If the link does not take you to the live class, you can use this Webinar ID to join as well - Webinar ID: 851 8610 6916.
Class #5 Recording — Will be removed April 30
If the link does not take you to the live class, you can use this Webinar ID to join as well - Webinar ID: 851 8610 6916.
Class #6 Recording — Will be removed April 30.
If the link does not take you to the live class, you can use this Webinar ID to join as well - Webinar ID: 851 8610 6916.
Class #3 Recording — Will be removed April 30
If the link does not take you to the live class, you can use this Webinar ID to join as well - Webinar ID: 851 8610 6916.
Class #1 Recording— Will be removed April 30
If the link does not take you to the live class, you can use this Webinar ID to join as well - Webinar ID: 851 8610 6916.
Class #2 Recording — Will be removed April 30
Class #2 Recording — for those with DMBA benefits, will be removed April 30
Open Lab and Office Hours (after Week 5):
SIGN-UP HERE
The purpose of this Virtual Open Lab with the instructors and/or Certified Financial Planners (by appointment) is to provide each student with the opportunity to analyze their own financial preparedness for retirement, using the tools and concepts presented. Each student will have the opportunity for one-on-one feedback from the instructors and/or Certified Financial Planners.
- Help each student estimate their own Social Security retirement benefits
- Help each student estimate their own pension or other company retirement benefits
- Help each student estimate the value of their investments at retirement
- Help each student estimate the amount of income that can be generated from their retirement savings
- Help each student determine whether they are on-track to have the income they want or need in retirement
ANNOUNCEMENT
If you would like to sign up for a time to meet with us 1-on-1, you can sign up here after week 5.
If you plan on having a consultation with us, please do the following:
- DOWNLOAD THIS QUESTIONNIARE
- Fill out the Questionnaire
- Save the Questionnaire with your answers
- Email the Questionnaire to us at RetirementClass@PetersonWealth.com at least 48 hours prior to your Zoom meeting
- If any of these questions are applicable to your spouse, please also include those answers to best help us prepare for our 1-on-1 meetings
We realize that many of these responses will contain sensitive information you may not feel like sharing with us. We understand, but hope you understand, that the more information we can get from you, the better we can help you in your personal situation. This will help us prepare and make the most of our 20 minutes together.
We will email you the Zoom link the day before your consultation. The 1-on-1 consultations are open and available to all class participants.