Personal Finance and Retirement 

 

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

September 10, 17, 24 • October 1, 8, 15 

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. You will finish the course feeling more confident in your personal finance knowledge.

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

Coordinator: David Wilkinson