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Retirement Planning & Investments in a Changing Economy

In this class Steven Cliadakis from OLLI sponsor Altum Wealth Advisors will discuss how tax law changes, inflation, falling interest rates, and a changing economy may affect your investments and retirement plans. The class will cover various investment vehicles, such as CDs, Treasurys, index funds, ETFs, alternative investments, and others. Hear the financial market perspectives of respected economists and explore investment trends and best practices. The class will highlight key principles of financial planning and how they can be applied to your personal retirement goals.

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