This course will cover everything you need to know about bonds as an individual investor. Subject matter will include:
-Types of Bonds
-Taxation of Bonds
-Credit Risk & Interest Rate Risk
-How to Build a Bond Ladder
Our goal is to help investors better understand the world of bonds.

Robert Flink & Greg Goff of Goepper Burkhardt are CERTIFIED FINANCIAL PLANNER® practitioners. Greg Goff is a Charted Financial Analyst.
Goepper Burkhardt Retirement Wealth Management is a fee-only RIA registered with the SEC.

Great Decisions Summer will be based on the Foreign Policy Association 2025 text and video lectures used in the 2025 OLLI winter term. One or two topics will be covered each week. Examples include: NATO’s Future, Middle East Realignment, Understanding Indonesia, US China Trade Rivalry, Climate Technology and Competition. Additional topics may be substituted based on current world events. The class will consist of lectures, videos and group discussion. (Book available for $30 to be paid when picked up at OLLI office. Make check payable to Furman University

This class will emphasize a "safety-first" approach to retirement income planning with strategies to increase lifetime retirement income and keep pace with inflation. You will learn how to avoid risks that are unique to early retirement, and how to "weatherproof" your portfolio from market corrections that could shorten the longevity of your retirement savings/income. You will also learn how to "squeeze more juice out of the lemon" from your portfolio without depleting your savings during your lifetime. You will learn about options available to maximize Social Security and pension benefits. Finally, we will cover a few unique tax strategies in early retirement that allow you to keep more of your income, and pass along a greater legacy to your family when you are gone.