Finance & Economics   

This class is designed to assist you in planning the transfer of your wealth to a spouse, children, grandchildren, and any other people or organizations you want to benefit from your estate. OLLI sponsors Dana and Tara Campbell will explore the advantages and disadvantages of different methods for wealth transfer to enable you to make better decisions regarding your own estate. Plan on both lecture and discussion as many exciting things can be learned from information and experiences of participants.

The Medicare Annual Open Enrollment Period (AEP) for Part D prescription drug plans and Part C Medicare Advantage plans begins October 15 and ends December 7. This class will offer beneficiaries options for their healthcare needs in the coming year. Passages HICAP Medicare counselors will be on site and ready to perform AEP Part D prescription drug plan comparisons and plan changes for attendees who wish to reevaluate their current plan.

Economic conditions constantly change, impacting retirement planning and investment strategies. In this class, Steven Cliadakis from OLLI sponsor Altum Wealth Advisors will explore how shifts in inflation, interest rates, fiscal policy, and geopolitical tensions can affect portfolios. Participants will review various investment options, such as CDs, Treasurys, index funds, ETFs, and others, and learn how to allocate them within diversified portfolios. The class includes insights from leading economists and key principles of portfolio construction and risk management, providing practical guidance to help align investments with personal retirement goals.

Join this informative and supportive class from Miste Cliadakis from OLLI sponsor Altum Wealth Advisors designed to help women recognize and avoid common scams. Get up to date on current scams including artificial intelligence (AI) scams, how to recognize them, and steps to take to feel safer.