Personal Finance and Retirement
Tuesdays • 3:45 p.m.-5:15 p.m. • Shapiro CD
January 15, 22, 29 • February 5, 12, 19, 26 • March 5, 12, 19
This course is for all OLLI members who enjoy learning more about personal finance and making wise investment decisions in retirement. We will start the course with a market outlook and update, then cover investment basics and principles, then retirement income planning and withdrawal strategies, IRAs, annuities, life insurance and long-term care, college planning for grandkids and charitable giving strategies as well as some estate planning. You will leave the course feeling more confident in your personal finance knowledge.
Instructor : Danielle Blunt, Raymond James Financial Services
Coordinator : Kiki Chryssogelos