Spring 2021: A Course on Advanced Retirement Issues

Fall 2018: A Course on Retirement Wealth Management

Courses, News

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.

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