Financial Wellness: Foundations, Life Transitions, and Fraud Prevention (OLLI)

This three-part course provides a practical refresher on essential financial topics. First, we will revisit key investing principles, market trends, and behavioral finance concepts to help you stay informed and confident in today’s environment. The second session will focus on alternative investments, including how they complement traditional portfolios, the different types available (such as private equity, private credit, hedge strategies, and real assets), and how they may enhance diversification and long-term return potential. The final session will teach you how to recognize and avoid common financial scams, with actionable tips to safeguard your identity and assets. Each session is designed to reinforce what you already know, provide timely updates, and offer clarity while giving you peace of mind about the legacy you want to create.