Finance & Economics   

Many people make the wrong choices when it comes to estate planning. If not done properly, you could leave your loved ones facing hard decisions when you pass away or become incapacitated. Join Miste Cliadakis from OLLI sponsor Altum Wealth Advisors to learn how to avoid the most common mistakes that could damage your financial succession and legacy.

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.

In this class, we will explore key ideas from five prominent thought leaders in finance. Registered participants will receive links to video lectures presented by these distinguished scholars, which lectures will serve as the foundation for our class discussions.

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 Medicare FAQ 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.

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.