Math and Economics   

Diligent savers enter the second half of retirement with little insight into the complex tax and distribution planning dangers that can wipe away the sacrifice made during their working years. This course is designed to educate participants about how to keep more of their retirement savings by effective use of planning opportunities available under current tax laws. This course is updated annually to reflect new legislative developments and tax planning opportunities.

This course examines today's economic trends and issues in the United States and globally. Final topics are chosen based on economic issues most prominent at the start of the course. Prior topics have included: U.S. government debt, Brexit, U.S. trade and trade policy, world currency markets, and the rise and fall of U.S. inflation. Each topic is examined from perspectives of trends, causes, impacts, and potential remediations. The course is structured around presentation, but is intended to be discussion-oriented with high student participation.