April 2016 Retirement Planning and Investing Classes in Ashland and Medford

David Savage, CFP® is currently teaching classes at Southern Oregon University’s Osher Lifelong Learning Institute (OLLI)
Current Course Offerings:

Financial Strategies For Retirees

This class will address many of the concerns retirees have about money, including how to know if you’ll have enough money to last throughout retirement, when to take Social Security, how to draw money from investments, whether to buy long term care insurance, ways to cut taxes, and what you should consider for estate planning.

Investing Using Asset Allocation

In this class we'll cover the basics of stocks, bonds, real estate, and alternative investments before moving on to address how to combine various asset classes into a diversified portfolio. Investment vehicles such as mutual funds and exchange-traded funds will also be discussed.