SOC-09-Z (distance delivered)
Session II Add-On: April 16, 17
Thursday and Friday 10:30 - 11:45 am (2 consecutive meetings)
*OLLI membership is not required.
Title: Guide to Retirement
Presenter: Jordan Hendry, Financial Advisor, MBA, CERTIFIED FINANCIAL PLANNER ®
Date: Thursday, April 16
Course Description:
We will discuss general guidelines to retirement principles that include, saving, spending, investing, gifting, Social Security, health, and planning opportunities to minimize taxes in retirement. We’ll explore the relationship between IRA withdrawals, Roth IRA conversions, taxability of Social Security and Medicare part B premiums, and how to leverage your giving power with Qualified Charitable Distributions (QCDs) from your IRA. We would encourage those attending to bring their statements or have them available to participate in this activity.
Title: The Psychology of Investing: Discipline, Emotions, and Meaningful Giving
Presenter: Ethan Daniels, Financial Advisor, MSPFP, CFP®
Date: Friday, April 17
Course Description:
Explore how behavioral biases such as envy, regret, and loss aversion shape the way we invest and make financial decisions. This session also highlights how emotions influence charitable giving and how donors can create intentional, tax‑efficient strategies that align with their values. Attendees will learn practical ways to stay disciplined during market turbulence while building an investment and giving plan that supports both their long‑term goals and the causes they care about.