Presented By: Osher Lifelong Learning Institute (50+)
Financial Workshop
OLLI at U-M (50+) Study Group
This four week financial workshop will include the following topics: focus of fixed income; making sense of retirement; protecting what’s important; and preparing your estate plan. The final session will be presented by an estate attorney. Participant workbooks will be provided. Ed McClellan received his MBA from the U of M Ross School of Business and he holds an AAMS degree from the College For Financial Planning. He is a licensed advisor with Edward Jones. This class is presented for information only. There will be no solicitation of specific investments or services.
Cost
- $35