Olli Retirement Management Courses

A Course on Retirement Wealth Management

Courses, News

You may wish to attend our upcoming course on Retirement Wealth Management.

Course Description:

In this course we will discuss investment planning, tax planning, and estate planning ideas that retirees can use to improve their financial well-being. Investment planning ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax planning ideas include ways to reduce income taxes on distributions from investment portfolios and from 401(k)s and IRAs. Estate planning ideas include how to smoothly settle estates while minimizing probate fees and other costs.

Course Sponsor:

OLLI @ Furman (Osher Lifelong Learning Institute at Furman University)

Course Location:

Furman University’s Herring Center

Class Dates:

Eight Wednesdays from March 28-May 16, 2018

Class Times:

10:45 a.m. to 12:15 p.m.

Course Instructors:

Dant Goepper and Bland Burkhardt

Course Fees:

To take an OLLI course, you will first join OLLI @ Furman for $50.00. You may then purchase any individual course for $55.00 or receive a discount for taking multiple courses. This course also has a small materials fee of $25.

Course Online Registration:

Log on to www.furman.edu/olli and click on the Registration link. If you are new to OLLI, create a new account. Your username will be your firstname.lastname or one you create. Type in your username and password to access your account. Click on Forgot Password to create a new password and access your account.

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