Personal Finance and Retirement  


Four Tuesdays • 3:45 p.m.-5 p.m. • Zoom

Click here for information about connecting to OLLI zoom classes. (OLLI members only)
Money in Jars

September 7, 14, 21, 28

It has been over a year since the global pandemic upended the way we handle our finances. While on the road to recovery, we will find out sooner or later that the old money rules will not apply in this new environment. It is time to re-examine the conventional wisdom about retirement planning. This four-part session will discuss the new rules concerning portfolio management, homeownership, income vehicles and financial professionals. With these updates to your financial plan, you’ll transition into the new normal with confidence.

Instructor: John C. Pak, Certified Financial Planner, Retirement Income Certified Professional, EA, Otium Advisory Group

Coordinator: Kiki Chryssogelos