Fall 2018 Retirement Wealth Management Course

Spring 2020: A Course on Retirement Wealth Management

Courses, News

Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University.

In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and IRAs. Risk management ideas include ways to pre-fund long-term care. Estate planning ideas include ways to minimize probate fees and other estate settlement costs. Please note: this class is not designed for beginners; students should have a good working knowledge of retirement finance.

Course Sponsor:

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

Course Location:

Herring Center, Campbell (HC004) at Furman University

Class Dates:

March 25-May 6, 2020

Class Times:

CEB1707 Retirement Wealth Management Wednesday, 9-10:45 a.m.

Course Instructors:

Dant Goepper and Bland Burkhardt: Dant Goepper has 45 years of experience in retirement wealth management. He is a partner in Goepper Burkhardt, a fee only, fiduciary retirement wealth management firm in Greenville. He has been teaching at OLLI since 1997. Bland Burkhardt will assist with this course.

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 (due to instructor at first class).

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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