F201 Winter 2020 Retired with Questions
Tuesdays, 11:50–1:15, Jan. 28–Feb. 18
Coordinator: Leo Brennan
Class limit: 35
As seniors looking through the kaleidoscope of life, we find our world constantly changing, and we desire to know what others are doing in similar situations. This open forum, an outgrowth of the “Investment Forum” and other OLLI courses, is designed to address the concerns of seniors regarding a wide range of retirement issues. A panel of experienced investors will provide answers to member questions through friendly discussion. Presenters include: Al Smuzynski
, “Investment Forum” moderator; Lou Coglianese
, “Investment Forum” member; Mike May
, financial planner for seniors; Helen Flynn
, senior relocation strategist; and other experts as needed. Topics may include annuities, fixed income, asset allocations, management of IRAs, staying in your home, downsizing, how to make your money last, and moving to a new location.
- Jan. 28: Course attendees will identify their areas of concern.
- Feb. 4–Feb. 18: Panel members will address concerns identified in the first session.