Personal Finance and Retirement 


Alternate Tuesdays • 3:45 p.m.-5 p.m. • Shapiro CD/Zoom

January 23 • February 6, 20 • March 5, 12*,19 • April 9

*M ake-up class will meet on Tuesday, March 12, 3:30-5 p.m.,


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

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: Danielle Blunt, Raymond James Financial Services    

Coordinator: TBD