Finance & Economics   

In this class intended as a primer for estate administrators Dana and Tara Campbell from OLLI sponsor Dana L. Campbell, Attorney At Law will explore the intricacies of probate and of trust administration. We will discuss strategy, requirements, and dangers lurking in the administration of estates. If you are currently administering an estate or may be responsible for an administration in the future, please join us for discourse and fellowship. You are not alone! We will also briefly touch upon why administering a trust is so much easier than having to complete a probate.

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.