Personal Finance and Retirement  


Ten  Tuesdays • 3:45 p.m.-5 p.m. • Shapiro CD
Money in Jars

January 14, 21, 28 • February 4, 11, 18, 25 • March 3, 10, 17

This course is for all OLLI members who want to learn more about personal finance and making wise investment decisions in retirement. We will start the course with a market outlook and update and then for the rest of the course, cover investment basics and principles then retirement income planning and withdrawal strategies, IRAs, Roth IRAs and conversion rules and strategies. We will finish with college planning for grandkids, some trust and beneficiary basics and charitable giving strategies as we go into the holidays. You will finish the course feeling more confident in your personal finance knowledge.

Instructor : Danielle Blunt, Raymond James Financial Services

Coordinator : Kiki Chryssogelos