Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University.
Course Description:
In this course, we will discuss dozens of retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that can produce retirement income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and IRAs. Risk management ideas include ways to fund long-term care. Estate planning ideas include ways to minimize probate fees and other estate settlement costs.
Course Sponsor:
OLLI @ Furman (Osher Lifelong Learning Institute at Furman University)
Course Location:
The Herring Center at Furman University
Class Dates:
Nine Tuesdays, September 11, 2018- November 6, 2018
Class Times:
10:45 a.m. to 12:15 p.m.
Course Instructors:
Dant Goepper and Bland Burkhardt
Course Fees:
Before taking an OLLI course, you first need to join OLLI @ Furman for $50.00. You will then pay $55.00 for any one course or receive a discount for taking multiple courses. Individual courses may also have a materials fee-the materials fee for the Retirement Wealth Management course is $25.00.
Course Online Registration:
Log on to www.furman.edu/olli and click on Registration. If you are new to OLLI, you will need to create a new account. Your username will be your first name / last name or one that you create. Click on “Forgot Password” to create a new password. Type in your username and password to access your account.
