F202 Winter 2019 Retired with Questions
Wednesdays, 9:40–11:05, Jan. 23–Feb. 13
Coordinator: Leo Brennan
Class limit: 35
As seniors look through the kaleidoscope of life, we find our world constantly changing, and we want to know what others are doing in similar situations. This open forum, an outgrowth of the “Tom Crooker Investment Forum” and other OLLI classes, is designed to address the concerns of seniors regarding a wide range of retirement issues. A panel of experienced seniors and professionals will provide answers to members’ questions through friendly discussion. Topics may include annuities, fixed income, asset allocations, management of IRAs, staying in your home, downsizing, how to make your money last, moving to a new location, elder law, and other issues.
- Jan. 23: Class members will identify their areas of concern.
- Jan. 30–Feb. 13: Panel members will address member concerns, as identified in the first session.
Presenters include: Al Smuzynski
, Investment Forum moderator; Lou Coglianese
, Investment Forum member; Mike May
, financial planner for seniors; and Helen Flynn
, senior relocation strategist.