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Presented By: Osher Lifelong Learning Institute (50+)

Basics of Retirement Investing

Learn the Fundamentals

OLLI Study Group OLLI Study Group
OLLI Study Group
This class will focus on the basics of investments including stocks, bonds, mutual funds and more. You will learn your personal risk tolerance and apply it to an asset allocation model. We will de-mystify the markets and learn how to create and re-balance a portfolio.

Instructor John Sepp is a veteran of the securities industry, employed by Parkland Securities, LLC, Member FINRA/SIPC, and will lead three two hour sessions for those 50 and above on Tuesdays from November 28 through December 12.

(Required regulatory disclosure, no products will be offered or sold at the class).
OLLI Study Group OLLI Study Group
OLLI Study Group

Cost

  • $20

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