Bland Burhardt

Spring 2024: Retirement Wealth Management Course

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 (HC105), IP

Class Dates:

March 18-May 10, 2024

Class Times:

CEB1707 Retirement Wealth Management Thursdays, 10:45 a.m.-12:15 p.m.

Course Instructors:

Bland Burkhardt and Robby Flink of Goepper Burkhardt, a fee only, fiduciary retirement wealth management firm in Greenville

Course Fees:

Before taking an OLLI course, you first need to join OLLI @ Furman for $65.00. 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 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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