Personal Finance and Retirement  


Nine Tuesdays • 3:45 p.m.-5:15 p.m. • Shapiro CD Money in Jars

September 11, 18, 25 • October 2, 9, 16, 23, 30 • November 6

 

This course is for all OLLI members who enjoy learning more about personal finance and making wiseinvestment decisions in retirement. We will start the course with a market outlook and update, then coverinvestment 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 assome 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