Study Group Details

During this study group, members will learn how to set up a retirement-income stream consistent with their retirement goals; understand tax treatments with their investment objectives; and plan for inflation, economic challenges, and a potentially long retirement. Sessions will include insights on estate planning, tax planning, long-term care, social security planning, and how to utilize various investment vehicles. The study group leader strongly encourages participants to have their video on during class. OLLI does not permit solicitation, marketing, or selling of financial products as part of this study group, and does not endorse particular products or financial advice from SGLs.