For several years now we have been teaching a three day class through the Osher Lifelong Learning Institute (OLLI) at the University of Virginia. We are teaching that class again this Spring, 2020.

The class will be held March 19 through April 2, 2020 each Thursday from 11:00 AM to 12:30 PM at Homewood Suites in the Albemarle Room.

Once registration opens, you will be able to register for the event on the OLLI website here.

Financial Planning for Success and Significance in Retirement (LIFE007)

Most Americans fail to plan adequately for retirement. As a result, they often miss out on opportunities to enjoy the second half of life. Designed for people from age 50 to 65, this course covers how to handle investments; set safe spending rates; navigate retirement benefits, health care, and Social Security; organize estate planning; and manage generational financial planning. By the end of the course, participants will have developed an effective action plan to achieve their life goals.

Instructor Bio:

David John Marotta, CFP®, AIF®, AAMS®, is the president of Marotta Wealth Management and Megan Russell is the Chief Operating Officer. Both are prolific financial columnists. They have been published or quoted on financial matters in numerous major publications, including Forbes, The Washington Post, the Los Angeles Times, Financial Advisor magazine, and Money magazine.

Recommended Reading:

Anthony, Mitch. The New Retirementality: Planning Your Life and Living Your Dreams – at Any Age You Want, 2008.
Freedman, Marc. Encore: Finding Work that Matters in the Second Half of Life, 2008.

Photo by Anthony Tran on Unsplash