Personal Finance and Retirement
Alternate Weeks • 3:45 p.m.-5 p.m. • Shapiro CD/Zoom
September 19 • October 3, 17, 31 • November 14 • December 5
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