Register Now for Financial Strategies For Retirees, October 2017

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

Financial Strategies For Retirees

Congratulations – you’re retired! However, you still need to think about your finances. This lecture 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, how to cut taxes, and what you should consider for estate planning. The instructor will survey enrollees prior to the first class and gear the course toward areas of highest interest. No prior knowledge of financial planning required.