Personal Finance and Retirement 

 

Designated Tuesdays • 3:15 p.m.-4:30 p.m. • Shapiro CD

February 11, 18, 25 • March 4, 11, 18

This course is for all OLLI members who want to learn more about personal finance and make wise investment decisions in retirement. We will focus on investment basics and principles as well as retirement income planning and withdrawal strategies, IRAs, and Roth IRAs. We will also cover longevity planning and some key topics to prepare you for growing older. You will finish the course feeling more confident in your personal finance knowledge.

Instructor: Carrie Valerio, Financial Advisor, Raymond James Financial Services

Coordinator: David Wilkinson