Personal Finance and Retirement 

 

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

September 16, 23, 30 • October 7, 14, 21

This course is designed for OLLI members who want to strengthen their understanding of personal finance and make informed investment decisions in retirement. Through engaging and accessible lessons, we’ll explore the fundamentals of investing, retirement income planning and effective withdrawal strategies. You’ll gain clarity on the roles of IRAs and Roth IRAs and discover practical ways to plan for financial challenges in retirement. By the end of the course, you’ll feel more confident and empowered in managing your finances, equipped with practical knowledge to support a secure and fulfilling retirement.

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

Coordinator: David Wilkinson