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OLLI at UNT Course Catalog

Business & Economics   

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  • How to Build Your Legacy Plan in 10 Simple Steps

  • In this session, members will learn about the probate system in Texas and how to structure their assets to bypass the courts. Members will understand their full financial picture and learn how to calculate their maximum lifestyle spending while passing down a legacy. Members will see how to implement a tax strategy to minimize their lifetime taxation while leaving tax efficient assets.

  • Fee: $15.00

  • Instructor: Andrew Crème, Janelle Crème

    Capacity Remaining: 71

  • Start Date - End Date: 3/2/2026 - 3/4/2026

    Time: 2:30 PM - 4:00 PM

  • Sessions: 2

    Day(s) of Week: M W

  • Location: Flower Mound Senior Center

    Room: Shirley Voirin Ballroom A
 

  • Outsmart the Scammers

  • During this presentation, we’ll discuss how to spot certain red flags that may indicate a fraudulent encounter, resources you can turn to if you or your loved one is targeted, and steps you can take now to help protect yourself and your loved ones.

  • Fee: $15.00

  • Instructor: Kyle Schlabach

    Capacity Remaining: 59

  • Start Date - End Date: 3/3/2026 - 3/3/2026

    Time: 2:45 PM - 4:15 PM

  • Sessions: 1

    Day(s) of Week: Tu

  • Location: Robson Ranch Clubhouse

    Room: Ballroom
 

  • Outsmart the Scammers

  • During this presentation, we’ll discuss how to spot certain red flags that may indicate a fraudulent encounter, resources you can turn to if you or your loved one is targeted, and steps you can take now to help protect yourself and your loved ones.

  • Fee: $15.00

  • Instructor: Kyle Schlabach

    Capacity Remaining: 50

  • Start Date - End Date: 4/27/2026 - 4/27/2026

    Time: 2:30 PM - 4:00 PM

  • Sessions: 1

    Day(s) of Week: M

  • Location: Flower Mound Senior Center

    Room: Shirley Voirin Ballroom A
 

  • Retire Smarter, Not Harder: Mastering Retirement Taxes to Protect Your Wealth

  • This workshop, led by local financial planner Joseph Dowdall, is designed to equip retirees and those preparing to retire with the knowledge to navigate the complexities of taxation. The session will explore common "tax traps" and highlight valuable "tax opportunities" across the four stages of retirement, providing members with actionable strategies to potentially save significant money and ensure a more secure financial future.

  • Fee: $15.00

  • Instructor: Joe Dowdall

    Capacity Remaining: 41

  • Start Date - End Date: 3/6/2026 - 3/20/2026

    Time: 10:00 AM - 11:30 AM

  • Sessions: 2

    Day(s) of Week: F

  • Location: Lantana Community Event Center

    Room: Medium Classroom

  • Session 1: March 6
    Session 2: March 20
 

  • Retire Smarter, Not Harder: Mastering Retirement Taxes to Protect Your Wealth

  • This workshop, led by local financial planner Joseph Dowdall, is designed to equip retirees and those preparing to retire with the knowledge to navigate the complexities of taxation. The session will explore common "tax traps" and highlight valuable "tax opportunities" across the four stages of retirement, providing members with actionable strategies to potentially save significant money and ensure a more secure financial future.

  • Fee: $15.00

  • Instructor: Joe Dowdall

    Capacity Remaining: 18

  • Start Date - End Date: 3/16/2026 - 3/18/2026

    Time: 1:00 PM - 2:30 PM

  • Sessions: 2

    Day(s) of Week: M W

  • Location: UNT Support & Services Building

    Room: SSB 102
 

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